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Sequoia Financial Advisors’s Consolidated Edison ED Stock Holding History

Sequoia Financial 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 		$3.83M Sell
34,618
-1,880
-5% -$204K 0.02% 403
2026
Q1 		$4.13M Buy
36,498
+7,582
+26% +$821K 0.02% 367
2025
Q4 		$2.87M Buy
28,916
+6,729
+30% +$668K 0.02% 465
2025
Q3 		$2.23M Buy
22,187
+2,392
+12% +$240K 0.01% 484
2025
Q2 		$1.99M Buy
19,795
+5,743
+41% +$608K 0.01% 475
2025
Q1 		$1.55M Buy
14,052
+556
+4% +$54.5K 0.01% 494
2024
Q4 		$1.2M Buy
13,496
+961
+8% +$94.6K 0.01% 528
2024
Q3 		$1.31M Buy
12,535
+2,317
+23% +$229K 0.01% 467
2024
Q2 		$914K Sell
10,218
-612
-6% -$56.7K 0.01% 498
2024
Q1 		$983K Buy
10,830
+926
+9% +$83K 0.01% 481
2023
Q4 		$901K Buy
9,904
+4,548
+85% +$406K 0.01% 555
2023
Q3 		$458K Sell
5,356
-32
-0.6% -$2.92K 0.01% 543
2023
Q2 		$487K Buy
5,388
+971
+22% +$92.8K 0.01% 535
2023
Q1 		$423K Buy
4,417
+228
+5% +$21.4K 0.01% 518
2022
Q4 		$399K Buy
+4,189
New +$381K 0.01% 494
2022
Q3 		– Sell
-2,216
Closed -$211K – 553
2022
Q2 		$211K Sell
2,216
-46
-2% -$4.38K 0.01% 536
2022
Q1 		$214K Buy
+2,262
New +$195K 0.01% 604
2020
Q2 		– Sell
-6,825
Closed -$532K – 374
2020
Q1 		$532K Buy
+6,825
New +$598K 0.04% 190

Other funds holding ED

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
PTPFOECYE
PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Sequoia Financial Advisors's ED Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Consolidated Edison (ED) stake by 5.2% in Q2 2026, selling an estimated $204K and leaving 34,618 shares worth $3.83M. The position accounts for 0.02% of the portfolio, ranked #403.

Sequoia Financial Advisors first reported a position in ED in Q1 2020 and has held it in 18 quarters since. The position peaked at $4.13M in Q1 2026. 209 funds tracked by Wall St. Rank hold ED as of Q2 2026.

  • Sequoia Financial Advisors held 34,618 shares of Consolidated Edison worth $3.83M as of Q2 2026.
  • Sequoia Financial Advisors sold 1,880 Consolidated Edison shares in Q2 2026, an estimated $204K.
  • Consolidated Edison made up 0.02% of Sequoia Financial Advisors's portfolio in Q2 2026, its #403 holding.
  • Sequoia Financial Advisors first reported a position in Consolidated Edison in Q1 2020 and has held it in 18 quarters since.
  • Sequoia Financial Advisors's Consolidated Edison position peaked at $4.13M in Q1 2026.
  • 209 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.