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Sard Wealth Management Group’s Consolidated Edison ED Stock Holding History

Sard Wealth Management 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 		$384K Buy
3,473
+10
+0.3% +$1.09K 0.18% 42
2026
Q1 		$392K Buy
3,463
+8
+0.2% +$866 0.21% 39
2025
Q4 		$343K Sell
3,455
-1
-0% -$99 0.19% 41
2025
Q3 		$347K Buy
3,456
+1
+0% +$100 0.2% 37
2025
Q2 		$347K Hold
3,455
– – 0.21% 36
2025
Q1 		$382K Hold
3,455
– – 0.26% 31
2024
Q4 		$308K Hold
3,455
– – 0.21% 33
2024
Q3 		$360K Hold
3,455
– – 0.24% 30
2024
Q2 		$309K Hold
3,455
– – 0.22% 34
2024
Q1 		$314K Sell
3,455
-39
-1% -$3.5K 0.28% 30
2023
Q4 		$318K Buy
+3,494
New +$312K 0.32% 29

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

Sard Wealth Management Group's ED Position: Q2 2026 in Review

Sard Wealth Management Group increased its Consolidated Edison (ED) stake by 0.29% in Q2 2026, buying an estimated $1.09K and bringing the position to 3,473 shares worth $384K. The position accounts for 0.18% of the portfolio, ranked #42.

Sard Wealth Management Group first reported a position in ED in Q4 2023 and has held it in 11 quarters since. The position peaked at $392K in Q1 2026. 1,431 funds tracked by Wall St. Rank hold ED as of Q2 2026.

  • Sard Wealth Management Group held 3,473 shares of Consolidated Edison worth $384K as of Q2 2026.
  • Sard Wealth Management Group bought 10 Consolidated Edison shares in Q2 2026, an estimated $1.09K.
  • Consolidated Edison made up 0.18% of Sard Wealth Management Group's portfolio in Q2 2026, its #42 holding.
  • Sard Wealth Management Group first reported a position in Consolidated Edison in Q4 2023 and has held it in 11 quarters since.
  • Sard Wealth Management Group's Consolidated Edison position peaked at $392K in Q1 2026.
  • 1,431 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2026.

Based on Sard Wealth Management Group's 13F filing for Q2 2026, filed 12 Aug 2026.