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Sage Mountain Advisors’s Consolidated Edison ED Stock Holding History

Sage Mountain 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 		$306K Buy
+2,763
New +$300K 0.02% 181
2026
Q1 		– Sell
-6,560
Closed -$652K – 379
2025
Q4 		$652K Buy
6,560
+2,675
+69% +$265K 0.03% 234
2025
Q3 		$391K Sell
3,885
-2,001
-34% -$201K 0.02% 323
2025
Q2 		$591K Buy
5,886
+2
+0% +$212 0.04% 217
2025
Q1 		$651K Buy
+5,884
New +$577K 0.05% 182
2024
Q4 		– Sell
-2,342
Closed -$244K – 489
2024
Q3 		$244K Sell
2,342
-786
-25% -$77.7K 0.02% 337
2024
Q2 		$280K Sell
3,128
-68
-2% -$6.3K 0.03% 269
2024
Q1 		$290K Sell
3,196
-505
-14% -$45.3K 0.03% 245
2023
Q4 		$337K Sell
3,701
-135
-4% -$12.1K 0.04% 184
2023
Q3 		$328K Buy
3,836
+88
+2% +$8.02K 0.05% 175
2023
Q2 		$339K Buy
3,748
+41
+1% +$3.92K 0.05% 165
2023
Q1 		$355K Buy
+3,707
New +$347K 0.06% 144

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

Sage Mountain Advisors's ED Position: Q2 2026 in Review

Sage Mountain Advisors opened a new position in Consolidated Edison (ED) in Q2 2026: 2,763 shares worth $306K. The stake represents 0.02% of the portfolio and ranks #181 among its holdings. This is a return to the name: Sage Mountain Advisors previously reported a position in ED as recently as Q4 2025.

Sage Mountain Advisors first reported a position in ED in Q1 2023 and has held it in 12 quarters since. The position peaked at $652K in Q4 2025. 1,430 funds tracked by Wall St. Rank hold ED as of Q2 2026.

  • Sage Mountain Advisors held 2,763 shares of Consolidated Edison worth $306K as of Q2 2026.
  • Consolidated Edison was a new Sage Mountain Advisors position in Q2 2026.
  • Consolidated Edison made up 0.02% of Sage Mountain Advisors's portfolio in Q2 2026, its #181 holding.
  • Sage Mountain Advisors first reported a position in Consolidated Edison in Q1 2023 and has held it in 12 quarters since.
  • Sage Mountain Advisors's Consolidated Edison position peaked at $652K in Q4 2025.
  • 1,430 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2026.

Based on Sage Mountain Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.