SWA
ED icon

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

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

Sax Wealth Advisors's ED Position: Q2 2026 in Review

Sax Wealth Advisors increased its Consolidated Edison (ED) stake by 99% in Q2 2026, buying an estimated $471K and bringing the position to 8,715 shares worth $986K. The position accounts for 0.04% of the portfolio, ranked #231.

Sax Wealth Advisors first reported a position in ED in Q4 2020 and has held it in 14 quarters since. 1,430 funds tracked by Wall St. Rank hold ED as of Q2 2026.

  • Sax Wealth Advisors held 8,715 shares of Consolidated Edison worth $986K as of Q2 2026.
  • Sax Wealth Advisors bought 4,332 Consolidated Edison shares in Q2 2026, an estimated $471K.
  • Consolidated Edison made up 0.04% of Sax Wealth Advisors's portfolio in Q2 2026, its #231 holding.
  • Sax Wealth Advisors first reported a position in Consolidated Edison in Q4 2020 and has held it in 14 quarters since.
  • 1,430 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.