Perfromance Wealth Partners’s Consolidated Edison ED Stock Holding History

Perfromance Wealth Partners’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	$257K	Hold	2,320	–	–	0.01%	195
2026 Q1	$263K	Hold	2,320	–	–	0.01%	174
2025 Q4	$230K	Hold	2,320	–	–	0.01%	185
2025 Q3	$233K	Sell	2,320 -250	-10%	-$25.1K	0.01%	183
2025 Q2	$258K	Sell	2,570 -6	-0.2%	-$635	0.01%	159
2025 Q1	$285K	Buy	2,576 +6	+0.2%	+$588	0.01%	137
2024 Q4	$229K	Hold	2,570	–	–	0.01%	163
2024 Q3	$268K	Hold	2,570	–	–	0.01%	157
2024 Q2	$230K	Hold	2,570	–	–	0.01%	144
2024 Q1	$233K	Hold	2,570	–	–	0.01%	141
2023 Q4	$234K	Hold	2,570	–	–	0.01%	146
2023 Q3	$220K	Hold	2,570	–	–	0.01%	153
2023 Q2	$239K	Buy	+2,570	New	+$246K	0.01%	162

Other funds holding ED

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Perfromance Wealth Partners's ED Position: Q2 2026 in Review

Perfromance Wealth Partners held its Consolidated Edison (ED) position steady in Q2 2026 at 2,320 shares worth $257K. The position accounts for 0.01% of the portfolio, ranked #195.

Perfromance Wealth Partners first reported a position in ED in Q2 2023 and has held it in 13 quarters since. The position peaked at $285K in Q1 2025. 1,430 funds tracked by Wall St. Rank hold ED as of Q2 2026.

Perfromance Wealth Partners held 2,320 shares of Consolidated Edison worth $257K as of Q2 2026.
Perfromance Wealth Partners left its Consolidated Edison share count unchanged in Q2 2026.
Consolidated Edison made up 0.01% of Perfromance Wealth Partners's portfolio in Q2 2026, its #195 holding.
Perfromance Wealth Partners first reported a position in Consolidated Edison in Q2 2023 and has held it in 13 quarters since.
Perfromance Wealth Partners's Consolidated Edison position peaked at $285K in Q1 2025.
1,430 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2026.

Based on Perfromance Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.