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SageGuard Financial Group’s Consolidated Edison ED Stock Holding History

SageGuard Financial 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 		$566K Sell
5,119
-575
-10% -$62.5K 0.08% 131
2026
Q1 		$644K Sell
5,694
-711
-11% -$77K 0.1% 111
2025
Q4 		$636K Buy
+6,405
New +$636K 0.1% 103

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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
OTPPB
Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $15.8B AUM 1.29% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SageGuard Financial Group's ED Position: Q2 2026 in Review

SageGuard Financial Group reduced its Consolidated Edison (ED) stake by 10% in Q2 2026, selling an estimated $62.5K and leaving 5,119 shares worth $566K. The position accounts for 0.08% of the portfolio, ranked #131.

SageGuard Financial Group first reported a position in ED in Q4 2025 and has held it in 3 quarters since. The position peaked at $644K in Q1 2026. 844 funds tracked by Wall St. Rank hold ED as of Q2 2026.

  • SageGuard Financial Group held 5,119 shares of Consolidated Edison worth $566K as of Q2 2026.
  • SageGuard Financial Group sold 575 Consolidated Edison shares in Q2 2026, an estimated $62.5K.
  • Consolidated Edison made up 0.08% of SageGuard Financial Group's portfolio in Q2 2026, its #131 holding.
  • SageGuard Financial Group first reported a position in Consolidated Edison in Q4 2025 and has held it in 3 quarters since.
  • SageGuard Financial Group's Consolidated Edison position peaked at $644K in Q1 2026.
  • 844 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2026.

Based on SageGuard Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.