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
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

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

SageView Advisory Group's ED Position: Q4 2025 in Review

SageView Advisory Group increased its Consolidated Edison (ED) stake by 5.9% in Q4 2025, buying an estimated $13.8K and bringing the position to 2,487 shares worth $247K. The position accounts for 0.01% of the portfolio, ranked #531.

SageView Advisory Group first reported a position in ED in Q3 2025 and has held it in 2 quarters since. 1,356 funds tracked by Wall St. Rank hold ED as of Q4 2025.

  • SageView Advisory Group held 2,487 shares of Consolidated Edison worth $247K as of Q4 2025.
  • SageView Advisory Group bought 139 Consolidated Edison shares in Q4 2025, an estimated $13.8K.
  • Consolidated Edison made up 0.01% of SageView Advisory Group's portfolio in Q4 2025, its #531 holding.
  • SageView Advisory Group first reported a position in Consolidated Edison in Q3 2025 and has held it in 2 quarters since.
  • 1,356 funds tracked by Wall St. Rank held Consolidated Edison as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.