Physician Wealth Advisors’s Consolidated Edison ED Stock Holding History

Physician Wealth Advisors’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	$149K	Buy	1,350 +92	+7%	+$10K	0.02%	257
2026 Q1	$142K	Buy	1,258 +61	+5%	+$6.61K	0.02%	232
2025 Q4	$119K	Sell	1,197 -19	-2%	-$1.89K	0.02%	251
2025 Q3	$122K	Buy	1,216 +44	+4%	+$4.42K	0.02%	252
2025 Q2	$118K	Buy	1,172 +38	+3%	+$4.02K	0.02%	244
2025 Q1	$125K	Buy	1,134 +10	+0.9%	+$981	0.02%	230
2024 Q4	$100K	Buy	+1,124	New	+$111K	0.02%	253

Other funds holding ED

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

PTPFOECYE

PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Physician Wealth Advisors's ED Position: Q2 2026 in Review

Physician Wealth Advisors increased its Consolidated Edison (ED) stake by 7.3% in Q2 2026, buying an estimated $10K and bringing the position to 1,350 shares worth $149K. The position accounts for 0.02% of the portfolio, ranked #257.

Physician Wealth Advisors first reported a position in ED in Q4 2024 and has held it in 7 quarters since. 237 funds tracked by Wall St. Rank hold ED as of Q2 2026.

Physician Wealth Advisors held 1,350 shares of Consolidated Edison worth $149K as of Q2 2026.
Physician Wealth Advisors bought 92 Consolidated Edison shares in Q2 2026, an estimated $10K.
Consolidated Edison made up 0.02% of Physician Wealth Advisors's portfolio in Q2 2026, its #257 holding.
Physician Wealth Advisors first reported a position in Consolidated Edison in Q4 2024 and has held it in 7 quarters since.
237 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.