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 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%	+$1.25K	0.01%	336
2023 Q4	$13K	Buy	+143	New	+$12.8K	0.01%	351

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

Private Wealth Management Group's ED Position: Q2 2026 in Review

Private Wealth Management Group reduced its Consolidated Edison (ED) stake by 1% in Q2 2026, selling an estimated $217 and leaving 196 shares worth $21.7K. The position accounts for 0.01% of the portfolio, ranked #367.

Private Wealth Management Group first reported a position in ED in Q4 2023 and has held it in 11 quarters since. The position peaked at $22.5K in Q2 2025. 1,430 funds tracked by Wall St. Rank hold ED as of Q2 2026.

Private Wealth Management Group held 196 shares of Consolidated Edison worth $21.7K as of Q2 2026.
Private Wealth Management Group sold 2 Consolidated Edison shares in Q2 2026, an estimated $217.
Consolidated Edison made up 0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #367 holding.
Private Wealth Management Group first reported a position in Consolidated Edison in Q4 2023 and has held it in 11 quarters since.
Private Wealth Management Group's Consolidated Edison position peaked at $22.5K in Q2 2025.
1,430 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.