SAG
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SageView Advisory Group’s Consolidated Edison ED Stock Holding History

SageView Advisory 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 		$282K Sell
2,551
-73
-3% -$7.94K 0.01% 510
2026
Q1 		$297K Buy
2,624
+137
+6% +$14.8K 0.01% 476
2025
Q4 		$247K Buy
2,487
+139
+6% +$13.8K 0.01% 531
2025
Q3 		$236K Buy
+2,348
New +$236K 0.01% 584

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

SageView Advisory Group's ED Position: Q2 2026 in Review

SageView Advisory Group reduced its Consolidated Edison (ED) stake by 2.8% in Q2 2026, selling an estimated $7.94K and leaving 2,551 shares worth $282K. The position accounts for 0.01% of the portfolio, ranked #510.

SageView Advisory Group first reported a position in ED in Q3 2025 and has held it in 4 quarters since. The position peaked at $297K in Q1 2026. 1,431 funds tracked by Wall St. Rank hold ED as of Q2 2026.

  • SageView Advisory Group held 2,551 shares of Consolidated Edison worth $282K as of Q2 2026.
  • SageView Advisory Group sold 73 Consolidated Edison shares in Q2 2026, an estimated $7.94K.
  • Consolidated Edison made up 0.01% of SageView Advisory Group's portfolio in Q2 2026, its #510 holding.
  • SageView Advisory Group first reported a position in Consolidated Edison in Q3 2025 and has held it in 4 quarters since.
  • SageView Advisory Group's Consolidated Edison position peaked at $297K in Q1 2026.
  • 1,431 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.