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Peak Financial Management’s Consolidated Edison ED Stock Holding History

Peak Financial Management’s Portfolio ED Stock Details ED Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$208K Buy
1,878
+14
+0.8% +$1.52K 0.05% 111
2026
Q1 		$211K Buy
+1,864
New +$202K 0.05% 94
2025
Q2 		– Sell
-1,810
Closed -$200K – 99
2025
Q1 		$200K Buy
+1,810
New +$178K 0.06% 96

Other funds holding ED

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Peak Financial Management's ED Position: Q2 2026 in Review

Peak Financial Management increased its Consolidated Edison (ED) stake by 0.75% in Q2 2026, buying an estimated $1.52K and bringing the position to 1,878 shares worth $208K. The position accounts for 0.05% of the portfolio, ranked #111.

Peak Financial Management first reported a position in ED in Q1 2025 and has held it in 3 quarters since. The position peaked at $211K in Q1 2026. 1,429 funds tracked by Wall St. Rank hold ED as of Q2 2026.

  • Peak Financial Management held 1,878 shares of Consolidated Edison worth $208K as of Q2 2026.
  • Peak Financial Management bought 14 Consolidated Edison shares in Q2 2026, an estimated $1.52K.
  • Consolidated Edison made up 0.05% of Peak Financial Management's portfolio in Q2 2026, its #111 holding.
  • Peak Financial Management first reported a position in Consolidated Edison in Q1 2025 and has held it in 3 quarters since.
  • Peak Financial Management's Consolidated Edison position peaked at $211K in Q1 2026.
  • 1,429 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2026.

Based on Peak Financial Management's 13F filing for Q2 2026, filed 20 Jul 2026.