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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
Q2 		$282K Sell
2,548
-399
-14% -$43.4K 0.02% 263
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
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

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

SFMG Wealth Advisors reduced its Consolidated Edison (ED) stake by 14% in Q2 2026, selling an estimated $43.4K and leaving 2,548 shares worth $282K. The position accounts for 0.02% of the portfolio, ranked #263.

SFMG Wealth Advisors first reported a position in ED in Q3 2024 and has held it in 7 quarters since. The position peaked at $334K in Q1 2026. 1,430 funds tracked by Wall St. Rank hold ED as of Q2 2026.

  • SFMG Wealth Advisors held 2,548 shares of Consolidated Edison worth $282K as of Q2 2026.
  • SFMG Wealth Advisors sold 399 Consolidated Edison shares in Q2 2026, an estimated $43.4K.
  • Consolidated Edison made up 0.02% of SFMG Wealth Advisors's portfolio in Q2 2026, its #263 holding.
  • SFMG Wealth Advisors first reported a position in Consolidated Edison in Q3 2024 and has held it in 7 quarters since.
  • SFMG Wealth Advisors's Consolidated Edison position peaked at $334K in Q1 2026.
  • 1,430 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2026.

Based on SFMG Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.