SWA
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Sax Wealth Advisors’s Consolidated Edison ED Stock Holding History

Sax Wealth Advisors’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 		$986K Buy
8,715
+4,332
+99% +$471K 0.04% 231
2026
Q1 		$435K Hold
4,383
– – 0.02% 313
2025
Q4 		$435K Buy
4,383
+994
+29% +$98.6K 0.02% 319
2025
Q3 		$341K Buy
3,389
+113
+3% +$11.3K 0.02% 329
2025
Q2 		$329K Buy
3,276
+228
+7% +$24.1K 0.02% 322
2025
Q1 		$337K Buy
+3,048
New +$299K 0.02% 274
2024
Q1 		– Sell
-2,418
Closed -$220K – 208
2023
Q4 		$220K Buy
2,418
+15
+0.6% +$1.34K 0.04% 173
2023
Q3 		$206K Hold
2,403
– – 0.04% 171
2023
Q2 		$217K Hold
2,403
– – 0.04% 158
2023
Q1 		$230K Buy
+2,403
New +$225K 0.05% 155
2022
Q3 		– Sell
-2,370
Closed -$225K – 163
2022
Q2 		$225K Sell
2,370
-130
-5% -$12.4K 0.06% 149
2022
Q1 		$237K Hold
2,500
– – 0.06% 152
2021
Q4 		$213K Buy
+2,500
New +$196K 0.04% 171
2021
Q1 		– Sell
-3,390
Closed -$245K – 150
2020
Q4 		$245K Buy
+3,390
New +$263K 0.11% 112

Other funds holding ED

QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
BI
Ballast Inc Lexington, Kentucky $530M AUM 30.33% 1-Year Est. Return
MFA
Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return
ASBI
American State Bank (Iowa) Sioux Center, Iowa $247M AUM 52.3% 1-Year Est. Return