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Private Wealth Management Group’s Consolidated Edison ED Stock Holding History

Private Wealth Management Group’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
Q3 		$60.6K Buy
593
+397
+203% +$43K 0.01% 224
2026
Q2 		$21.7K Sell
196
-2
-1% -$217 0.01% 367
2026
Q1 		$22.4K Buy
198
+2
+1% +$217 0.01% 311
2025
Q4 		$19.5K Sell
196
-27
-12% -$2.68K 0.01% 333
2025
Q3 		$22.4K Sell
223
-1
-0.4% -$100 0.01% 303
2025
Q2 		$22.5K Buy
224
+57
+34% +$6.03K 0.01% 275
2025
Q1 		$18.5K Sell
167
-35
-17% -$3.43K 0.01% 316
2024
Q4 		$18K Buy
202
+44
+28% +$4.33K 0.01% 325
2024
Q3 		$16.5K Buy
158
+1
+0.6% +$99 0.01% 334
2024
Q2 		$14K Hold
157
– – 0.01% 360
2024
Q1 		$14.3K Buy
157
+14
+10% +$1.26K 0.01% 336
2023
Q4 		$13K Buy
+143
New +$12.8K 0.01% 351

Other funds holding ED

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Private Wealth Management Group's ED Position: Q3 2026 in Review

Private Wealth Management Group increased its Consolidated Edison (ED) stake by 203% in Q3 2026, buying an estimated $43K and bringing the position to 593 shares worth $60.6K. The position accounts for 0.01% of the portfolio, ranked #224.

Private Wealth Management Group first reported a position in ED in Q4 2023 and has held it in 12 quarters since. 1,211 funds tracked by Wall St. Rank hold ED as of Q3 2026.

  • Private Wealth Management Group held 593 shares of Consolidated Edison worth $60.6K as of Q3 2026.
  • Private Wealth Management Group bought 397 Consolidated Edison shares in Q3 2026, an estimated $43K.
  • Consolidated Edison made up 0.01% of Private Wealth Management Group's portfolio in Q3 2026, its #224 holding.
  • Private Wealth Management Group first reported a position in Consolidated Edison in Q4 2023 and has held it in 12 quarters since.
  • 1,211 funds tracked by Wall St. Rank held Consolidated Edison as of Q3 2026.

Based on Private Wealth Management Group's 13F filing for Q3 2026, filed 19 Oct 2026.