SWA
ED icon

SOA Wealth Advisors’s Consolidated Edison ED Stock Holding History

SOA 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 		$1.59M Buy
14,041
+13
+0.1% +$1.41K 0.3% 59
2025
Q4 		$1.39M Sell
14,028
-74
-0.5% -$7.34K 0.24% 70
2025
Q3 		$1.42M Buy
14,102
+361
+3% +$36.2K 0.24% 65
2025
Q2 		$1.38M Sell
13,741
-362
-3% -$38.3K 0.26% 63
2025
Q1 		$1.56M Sell
14,103
-2,825
-17% -$277K 0.33% 54
2024
Q4 		$1.51M Sell
16,928
-3,220
-16% -$317K 0.28% 59
2024
Q3 		$2.1M Sell
20,148
-43
-0.2% -$4.25K 0.4% 50
2024
Q2 		$1.81M Sell
20,191
-805
-4% -$74.6K 0.36% 52
2024
Q1 		$1.91M Sell
20,996
-516
-2% -$46.3K 0.39% 49
2023
Q4 		$1.96M Buy
21,512
+319
+2% +$28.5K 0.44% 46
2023
Q3 		$1.81M Buy
21,193
+725
+4% +$66K 0.45% 46
2023
Q2 		$1.85M Sell
20,468
-39
-0.2% -$3.73K 0.43% 48
2023
Q1 		$1.96M Sell
20,507
-2,318
-10% -$217K 0.48% 44
2022
Q4 		$2.18M Buy
22,825
+28
+0.1% +$2.55K 0.59% 39
2022
Q3 		$1.96M Buy
22,797
+21
+0.1% +$2.03K 0.59% 41
2022
Q2 		$2.17M Buy
22,776
+19
+0.1% +$1.81K 0.64% 39
2022
Q1 		$2.15M Buy
22,757
+1,984
+10% +$171K 0.53% 49
2021
Q4 		$1.77M Sell
20,773
-1,926
-8% -$151K 0.43% 52
2021
Q3 		$1.65M Buy
22,699
+33
+0.1% +$2.46K 0.42% 52
2021
Q2 		$1.63M Buy
22,666
+1,991
+10% +$153K 0.42% 53
2021
Q1 		$1.55M Sell
20,675
-280
-1% -$19.7K 0.43% 55
2020
Q4 		$1.51M Buy
+20,955
New +$1.63M 0.41% 49

Other funds holding ED

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
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

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

SOA Wealth Advisors increased its Consolidated Edison (ED) stake by 0.09% in Q1 2026, buying an estimated $1.41K and bringing the position to 14,041 shares worth $1.59M. The position accounts for 0.3% of the portfolio, ranked #59.

SOA Wealth Advisors first reported a position in ED in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.18M in Q4 2022. 1,413 funds tracked by Wall St. Rank hold ED as of Q1 2026.

  • SOA Wealth Advisors held 14,041 shares of Consolidated Edison worth $1.59M as of Q1 2026.
  • SOA Wealth Advisors bought 13 Consolidated Edison shares in Q1 2026, an estimated $1.41K.
  • Consolidated Edison made up 0.3% of SOA Wealth Advisors's portfolio in Q1 2026, its #59 holding.
  • SOA Wealth Advisors first reported a position in Consolidated Edison in Q4 2020 and has held it in 22 quarters since.
  • SOA Wealth Advisors's Consolidated Edison position peaked at $2.18M in Q4 2022.
  • 1,413 funds tracked by Wall St. Rank held Consolidated Edison as of Q1 2026.

Based on SOA Wealth Advisors's 13F filing for Q1 2026, filed 20 May 2026.