SkyOak Wealth’s Consolidated Edison ED Stock Holding History

SkyOak 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	$493K	Hold	4,453	–	–	0.08%	141
2026 Q1	$504K	Hold	4,453	–	–	0.09%	130
2025 Q4	$442K	Hold	4,453	–	–	0.08%	139
2025 Q3	$448K	Hold	4,453	–	–	0.08%	132
2025 Q2	$447K	Hold	4,453	–	–	0.09%	136
2025 Q1	$492K	Buy	4,453 +700	+19%	+$68.7K	0.11%	118
2024 Q4	$335K	Hold	3,753	–	–	0.07%	157
2024 Q3	$391K	Hold	3,753	–	–	0.09%	137
2024 Q2	$336K	Hold	3,753	–	–	0.08%	157
2024 Q1	$341K	Hold	3,753	–	–	0.08%	166
2023 Q4	$341K	Hold	3,753	–	–	0.09%	156
2023 Q3	$321K	Buy	3,753 +360	+11%	+$32.8K	0.09%	153
2023 Q2	$307K	Hold	3,393	–	–	0.09%	165
2023 Q1	$325K	Buy	3,393 +42	+1%	+$3.93K	0.1%	157
2022 Q4	$319K	Hold	3,351	–	–	0.11%	154
2022 Q3	$287K	Hold	3,351	–	–	0.1%	160
2022 Q2	$319K	Sell	3,351 -141	-4%	-$13.4K	0.11%	149
2022 Q1	$331K	Buy	3,492 +1	+0%	+$86	0.09%	165
2021 Q4	$298K	Buy	3,491 +1	+0%	+$79	0.08%	182
2021 Q3	$253K	Buy	3,490 +2	+0.1%	+$149	0.07%	198
2021 Q2	$250K	Buy	3,488 +1	+0%	+$77	0.07%	192
2021 Q1	$266K	Buy	3,487 +2	+0.1%	+$141	0.07%	183
2020 Q4	$252K	Buy	3,485 +1	+0%	+$78	0.08%	181
2020 Q3	$271K	Buy	3,484 +1	+0%	+$74	0.1%	161
2020 Q2	$251K	Hold	3,483	–	–	0.09%	201
2020 Q1	$272K	Sell	3,483 -36	-1%	-$3.16K	0.14%	167
2019 Q4	$318K	Buy	+3,519	New	+$315K	0.1%	223

Other funds holding ED

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

SkyOak Wealth's ED Position: Q2 2026 in Review

SkyOak Wealth held its Consolidated Edison (ED) position steady in Q2 2026 at 4,453 shares worth $493K. The position accounts for 0.08% of the portfolio, ranked #141.

SkyOak Wealth first reported a position in ED in Q4 2019 and has held it in 27 quarters since. The position peaked at $504K in Q1 2026. 1,430 funds tracked by Wall St. Rank hold ED as of Q2 2026.

SkyOak Wealth held 4,453 shares of Consolidated Edison worth $493K as of Q2 2026.
SkyOak Wealth left its Consolidated Edison share count unchanged in Q2 2026.
Consolidated Edison made up 0.08% of SkyOak Wealth's portfolio in Q2 2026, its #141 holding.
SkyOak Wealth first reported a position in Consolidated Edison in Q4 2019 and has held it in 27 quarters since.
SkyOak Wealth's Consolidated Edison position peaked at $504K in Q1 2026.
1,430 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2026.

Based on SkyOak Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.