SWP
ED icon

ShoreHaven Wealth Partners’s Consolidated Edison ED Stock Holding History

ShoreHaven Wealth Partners’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 		$358K Buy
3,238
+27
+0.8% +$2.94K 0.11% 82
2026
Q1 		$363K Buy
3,211
+25
+0.8% +$2.71K 0.13% 80
2025
Q4 		$317K Buy
3,186
+27
+0.9% +$2.68K 0.11% 83
2025
Q3 		$318K Buy
3,159
+28
+0.9% +$2.81K 0.12% 82
2025
Q2 		$314K Buy
3,131
+25
+0.8% +$2.65K 0.13% 76
2025
Q1 		$344K Buy
3,106
+25
+0.8% +$2.45K 0.16% 70
2024
Q4 		$275K Buy
3,081
+27
+0.9% +$2.66K 0.13% 81
2024
Q3 		$318K Buy
3,054
+24
+0.8% +$2.37K 0.15% 67
2024
Q2 		$271K Buy
3,030
+28
+0.9% +$2.6K 0.14% 71
2024
Q1 		$273K Buy
3,002
+27
+0.9% +$2.42K 0.15% 72
2023
Q4 		$271K Buy
2,975
+26
+0.9% +$2.32K 0.16% 67
2023
Q3 		$252K Sell
2,949
-8
-0.3% -$729 0.17% 63
2023
Q2 		$267K Sell
2,957
-27
-0.9% -$2.58K 0.18% 60
2023
Q1 		$286K Sell
2,984
-78
-3% -$7.3K 0.2% 62
2022
Q4 		$292K Sell
3,062
-16
-0.5% -$1.46K 0.21% 65
2022
Q3 		$264K Sell
3,078
-228
-7% -$22K 0.2% 58
2022
Q2 		$314K Sell
3,306
-255
-7% -$24.3K 0.23% 60
2022
Q1 		$337K Sell
3,561
-147
-4% -$12.7K 0.18% 51
2021
Q4 		$316K Buy
3,708
+34
+0.9% +$2.67K 0.16% 37
2021
Q3 		$266K Sell
3,674
-178
-5% -$13.3K 0.14% 39
2021
Q2 		$276K Sell
3,852
-212
-5% -$16.3K 0.15% 41
2021
Q1 		$304K Sell
4,064
-1,436
-26% -$101K 0.16% 43
2020
Q4 		$397K Buy
+5,500
New +$427K 0.22% 39

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 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

ShoreHaven Wealth Partners's ED Position: Q2 2026 in Review

ShoreHaven Wealth Partners increased its Consolidated Edison (ED) stake by 0.84% in Q2 2026, buying an estimated $2.94K and bringing the position to 3,238 shares worth $358K. The position accounts for 0.11% of the portfolio, ranked #82.

ShoreHaven Wealth Partners first reported a position in ED in Q4 2020 and has held it in 23 quarters since. The position peaked at $397K in Q4 2020. 1,423 funds tracked by Wall St. Rank hold ED as of Q2 2026.

  • ShoreHaven Wealth Partners held 3,238 shares of Consolidated Edison worth $358K as of Q2 2026.
  • ShoreHaven Wealth Partners bought 27 Consolidated Edison shares in Q2 2026, an estimated $2.94K.
  • Consolidated Edison made up 0.11% of ShoreHaven Wealth Partners's portfolio in Q2 2026, its #82 holding.
  • ShoreHaven Wealth Partners first reported a position in Consolidated Edison in Q4 2020 and has held it in 23 quarters since.
  • ShoreHaven Wealth Partners's Consolidated Edison position peaked at $397K in Q4 2020.
  • 1,423 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2026.

Based on ShoreHaven Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.