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Principia Wealth Advisory’s Consolidated Edison ED Stock Holding History

Principia Wealth Advisory’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 		$2.43K Buy
22
+2
+10% +$217 ﹤0.01% 539
2026
Q1 		$2.26K Buy
20
+3
+18% +$325 ﹤0.01% 479
2025
Q4 		$1.69K Sell
17
-1
-6% -$99 ﹤0.01% 499
2025
Q3 		$1.81K Buy
18
+6
+50% +$602 ﹤0.01% 458
2025
Q2 		$1.2K Buy
12
+4
+50% +$423 ﹤0.01% 514
2025
Q1 		$846 Buy
8
+2
+33% +$196 ﹤0.01% 436
2024
Q4 		$535 Buy
+6
New +$591 ﹤0.01% 522

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

Principia Wealth Advisory's ED Position: Q2 2026 in Review

Principia Wealth Advisory increased its Consolidated Edison (ED) stake by 10% in Q2 2026, buying an estimated $217 and bringing the position to 22 shares worth $2.43K. The position accounts for ﹤0.01% of the portfolio, ranked #539.

Principia Wealth Advisory first reported a position in ED in Q4 2024 and has held it in 7 quarters since. 1,427 funds tracked by Wall St. Rank hold ED as of Q2 2026.

  • Principia Wealth Advisory held 22 shares of Consolidated Edison worth $2.43K as of Q2 2026.
  • Principia Wealth Advisory bought 2 Consolidated Edison shares in Q2 2026, an estimated $217.
  • Consolidated Edison made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #539 holding.
  • Principia Wealth Advisory first reported a position in Consolidated Edison in Q4 2024 and has held it in 7 quarters since.
  • 1,427 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.