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Regal Investment Advisors’s Consolidated Edison ED Stock Holding History

Regal Investment 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
2019
Q2 		– Sell
-400
Closed -$34K – 328
2019
Q1 		$34K Buy
+400
New +$32K 0.01% 340

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

Regal Investment Advisors's ED Position: Q2 2026 in Review

Regal Investment Advisors reduced its Consolidated Edison (ED) stake by 3.4% in Q2 2026, selling an estimated $114K and leaving 29,375 shares worth $3.25M. The position accounts for 0.17% of the portfolio, ranked #148.

Regal Investment Advisors first reported a position in ED in Q2 2013 and has held it in 49 quarters since. The position peaked at $8.06M in Q3 2019. 1,431 funds tracked by Wall St. Rank hold ED as of Q2 2026.

  • Regal Investment Advisors held 29,375 shares of Consolidated Edison worth $3.25M as of Q2 2026.
  • Regal Investment Advisors sold 1,047 Consolidated Edison shares in Q2 2026, an estimated $114K.
  • Consolidated Edison made up 0.17% of Regal Investment Advisors's portfolio in Q2 2026, its #148 holding.
  • Regal Investment Advisors first reported a position in Consolidated Edison in Q2 2013 and has held it in 49 quarters since.
  • Regal Investment Advisors's Consolidated Edison position peaked at $8.06M in Q3 2019.
  • 1,431 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2026.

Based on Regal Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.