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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
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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

Sage Mountain Advisors's ED Position: Q1 2026 in Review

Sage Mountain Advisors sold out of Consolidated Edison (ED) in Q1 2026, closing a stake of 6,560 shares — an estimated $652K sold.

Sage Mountain Advisors first reported a position in ED in Q1 2023 and held it in 11 quarters. The position peaked at $652K in Q4 2025. 1,413 funds tracked by Wall St. Rank hold ED as of Q1 2026.

  • Sage Mountain Advisors reported no remaining Consolidated Edison position as of Q1 2026 after selling out during the quarter.
  • Sage Mountain Advisors sold 6,560 Consolidated Edison shares in Q1 2026, an estimated $652K.
  • Sage Mountain Advisors first reported a position in Consolidated Edison in Q1 2023 and held it in 11 quarters.
  • Sage Mountain Advisors's Consolidated Edison position peaked at $652K in Q4 2025.
  • 1,413 funds tracked by Wall St. Rank held Consolidated Edison as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.