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Segment Wealth Management’s Consolidated Edison ED Stock Holding History

Segment Wealth Management’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 		$403K Buy
3,640
+880
+32% +$95.7K 0.02% 242
2026
Q1 		$312K Buy
2,760
+275
+11% +$29.8K 0.02% 263
2025
Q4 		$247K Sell
2,485
-95
-4% -$9.43K 0.01% 287
2025
Q3 		$259K Sell
2,580
-263
-9% -$26.4K 0.02% 256
2025
Q2 		$285K Buy
2,843
+804
+39% +$85.1K 0.02% 250
2025
Q1 		$225K Buy
+2,039
New +$200K 0.02% 266

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

Segment Wealth Management's ED Position: Q2 2026 in Review

Segment Wealth Management increased its Consolidated Edison (ED) stake by 32% in Q2 2026, buying an estimated $95.7K and bringing the position to 3,640 shares worth $403K. The position accounts for 0.02% of the portfolio, ranked #242.

Segment Wealth Management first reported a position in ED in Q1 2025 and has held it in 6 quarters since. 1,430 funds tracked by Wall St. Rank hold ED as of Q2 2026.

  • Segment Wealth Management held 3,640 shares of Consolidated Edison worth $403K as of Q2 2026.
  • Segment Wealth Management bought 880 Consolidated Edison shares in Q2 2026, an estimated $95.7K.
  • Consolidated Edison made up 0.02% of Segment Wealth Management's portfolio in Q2 2026, its #242 holding.
  • Segment Wealth Management first reported a position in Consolidated Edison in Q1 2025 and has held it in 6 quarters since.
  • 1,430 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2026.

Based on Segment Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.