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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Sard Wealth Management Group's ED Position: Q1 2026 in Review

Sard Wealth Management Group increased its Consolidated Edison (ED) stake by 0.23% in Q1 2026, buying an estimated $866 and bringing the position to 3,463 shares worth $392K. The position accounts for 0.21% of the portfolio, ranked #39.

Sard Wealth Management Group first reported a position in ED in Q4 2023 and has held it in 10 quarters since. 1,413 funds tracked by Wall St. Rank hold ED as of Q1 2026.

Sard Wealth Management Group held 3,463 shares of Consolidated Edison worth $392K as of Q1 2026.
Sard Wealth Management Group bought 8 Consolidated Edison shares in Q1 2026, an estimated $866.
Consolidated Edison made up 0.21% of Sard Wealth Management Group's portfolio in Q1 2026, its #39 holding.
Sard Wealth Management Group first reported a position in Consolidated Edison in Q4 2023 and has held it in 10 quarters since.
1,413 funds tracked by Wall St. Rank held Consolidated Edison as of Q1 2026.

Based on Sard Wealth Management Group's 13F filing for Q1 2026, filed 10 Apr 2026.