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Simplicity Wealth’s Consolidated Edison ED Stock Holding History

Simplicity Wealth’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 		$1.17M Buy
10,572
+823
+8% +$89.5K 0.04% 382
2026
Q1 		$1.1M Sell
9,749
-142
-1% -$15.4K 0.06% 276
2025
Q4 		$982K Sell
9,891
-46
-0.5% -$4.57K 0.06% 282
2025
Q3 		$999K Sell
9,937
-1,585
-14% -$159K 0.06% 289
2025
Q2 		$1.16M Buy
11,522
+5,453
+90% +$577K 0.05% 304
2025
Q1 		$671K Sell
6,069
-77
-1% -$7.55K 0.05% 298
2024
Q4 		$548K Buy
6,146
+66
+1% +$6.5K 0.11% 155
2024
Q3 		$633K Sell
6,080
-7,506
-55% -$742K 0.06% 258
2024
Q2 		$1.21M Buy
13,586
+827
+6% +$76.7K 0.03% 475
2024
Q1 		$1.16M Buy
+12,759
New +$1.14M 0.03% 477

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

Simplicity Wealth's ED Position: Q2 2026 in Review

Simplicity Wealth increased its Consolidated Edison (ED) stake by 8.4% in Q2 2026, buying an estimated $89.5K and bringing the position to 10,572 shares worth $1.17M. The position accounts for 0.04% of the portfolio, ranked #382.

Simplicity Wealth first reported a position in ED in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.21M in Q2 2024. 1,430 funds tracked by Wall St. Rank hold ED as of Q2 2026.

  • Simplicity Wealth held 10,572 shares of Consolidated Edison worth $1.17M as of Q2 2026.
  • Simplicity Wealth bought 823 Consolidated Edison shares in Q2 2026, an estimated $89.5K.
  • Consolidated Edison made up 0.04% of Simplicity Wealth's portfolio in Q2 2026, its #382 holding.
  • Simplicity Wealth first reported a position in Consolidated Edison in Q1 2024 and has held it in 10 quarters since.
  • Simplicity Wealth's Consolidated Edison position peaked at $1.21M in Q2 2024.
  • 1,430 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.