Portus Wealth Advisors’s Consolidated Edison ED Stock Holding History

Portus 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	–	Sell	-10	Closed	-$1.13K	–	188
2026 Q1	$1.13K	Buy	+10	New	+$1.08K	﹤0.01%	371

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

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

Portus Wealth Advisors sold out of Consolidated Edison (ED) in Q2 2026, closing a stake of 10 shares — an estimated $1.13K sold.

Portus Wealth Advisors first reported a position in ED in Q1 2026 and held it in 1 quarter. The position peaked at $1.13K in Q1 2026. 1,427 funds tracked by Wall St. Rank hold ED as of Q2 2026.

Portus Wealth Advisors reported no remaining Consolidated Edison position as of Q2 2026 after selling out during the quarter.
Portus Wealth Advisors sold 10 Consolidated Edison shares in Q2 2026, an estimated $1.13K.
Portus Wealth Advisors first reported a position in Consolidated Edison in Q1 2026 and held it in 1 quarter.
Portus Wealth Advisors's Consolidated Edison position peaked at $1.13K in Q1 2026.
1,427 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2026.

Based on Portus Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.