SFMG Wealth Advisors’s Consolidated Edison ED Stock Holding History

SFMG 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 Q1	$334K	Buy	2,947 +928	+46%	+$101K	0.02%	235
2025 Q4	$201K	Buy	2,019 +7	+0.3%	+$695	0.01%	287
2025 Q3	$202K	Buy	2,012 +2	+0.1%	+$201	0.01%	285
2025 Q2	$202K	Sell	2,010 -10	-0.5%	-$1.06K	0.02%	258
2025 Q1	$223K	Buy	+2,020	New	+$198K	0.02%	245
2024 Q4	–	Sell	-1,999	Closed	-$208K	–	281
2024 Q3	$208K	Buy	+1,999	New	+$198K	0.02%	247

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

SFMG Wealth Advisors's ED Position: Q1 2026 in Review

SFMG Wealth Advisors increased its Consolidated Edison (ED) stake by 46% in Q1 2026, buying an estimated $101K and bringing the position to 2,947 shares worth $334K. The position accounts for 0.02% of the portfolio, ranked #235.

SFMG Wealth Advisors first reported a position in ED in Q3 2024 and has held it in 6 quarters since. 1,413 funds tracked by Wall St. Rank hold ED as of Q1 2026.

SFMG Wealth Advisors held 2,947 shares of Consolidated Edison worth $334K as of Q1 2026.
SFMG Wealth Advisors bought 928 Consolidated Edison shares in Q1 2026, an estimated $101K.
Consolidated Edison made up 0.02% of SFMG Wealth Advisors's portfolio in Q1 2026, its #235 holding.
SFMG Wealth Advisors first reported a position in Consolidated Edison in Q3 2024 and has held it in 6 quarters since.
1,413 funds tracked by Wall St. Rank held Consolidated Edison as of Q1 2026.

Based on SFMG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.