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Personal CFO Solutions’s Consolidated Edison ED Stock Holding History

Personal CFO Solutions’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 		– Sell
-3,653
Closed -$413K – 540
2026
Q1 		$413K Buy
+3,653
New +$396K 0.06% 285
2025
Q3 		– Sell
-2,971
Closed -$298K – 500
2025
Q2 		$298K Sell
2,971
-1
-0% -$106 0.06% 334
2025
Q1 		$329K Buy
2,972
+151
+5% +$14.8K 0.07% 292
2024
Q4 		$252K Sell
2,821
-348
-11% -$34.3K 0.05% 377
2024
Q3 		$330K Sell
3,169
-31
-1% -$3.07K 0.05% 384
2024
Q2 		$286K Buy
3,200
+14
+0.4% +$1.3K 0.04% 401
2024
Q1 		$289K Buy
3,186
+107
+3% +$9.59K 0.05% 405
2023
Q4 		$280K Buy
3,079
+525
+21% +$46.9K 0.05% 390
2023
Q3 		$218K Buy
2,554
+14
+0.6% +$1.27K 0.04% 416
2023
Q2 		$230K Sell
2,540
-40
-2% -$3.82K 0.05% 409
2023
Q1 		$247K Buy
+2,580
New +$242K 0.05% 371
2019
Q4 		– Sell
-4,192
Closed -$491K – 353
2019
Q3 		$491K Buy
+4,192
New +$372K 0.2% 129

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

Personal CFO Solutions's ED Position: Q2 2026 in Review

Personal CFO Solutions sold out of Consolidated Edison (ED) in Q2 2026, closing a stake of 3,653 shares — an estimated $413K sold.

Personal CFO Solutions first reported a position in ED in Q3 2019 and held it in 12 quarters. The position peaked at $491K in Q3 2019. 1,430 funds tracked by Wall St. Rank hold ED as of Q2 2026.

  • Personal CFO Solutions reported no remaining Consolidated Edison position as of Q2 2026 after selling out during the quarter.
  • Personal CFO Solutions sold 3,653 Consolidated Edison shares in Q2 2026, an estimated $413K.
  • Personal CFO Solutions first reported a position in Consolidated Edison in Q3 2019 and held it in 12 quarters.
  • Personal CFO Solutions's Consolidated Edison position peaked at $491K in Q3 2019.
  • 1,430 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.