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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
Q2 		$1.54M Sell
13,956
-85
-0.6% -$9.24K 0.26% 66
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 $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

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

SOA Wealth Advisors reduced its Consolidated Edison (ED) stake by 0.61% in Q2 2026, selling an estimated $9.24K and leaving 13,956 shares worth $1.54M. The position accounts for 0.26% of the portfolio, ranked #66.

SOA Wealth Advisors first reported a position in ED in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.18M in Q4 2022. 1,430 funds tracked by Wall St. Rank hold ED as of Q2 2026.

  • SOA Wealth Advisors held 13,956 shares of Consolidated Edison worth $1.54M as of Q2 2026.
  • SOA Wealth Advisors sold 85 Consolidated Edison shares in Q2 2026, an estimated $9.24K.
  • Consolidated Edison made up 0.26% of SOA Wealth Advisors's portfolio in Q2 2026, its #66 holding.
  • SOA Wealth Advisors first reported a position in Consolidated Edison in Q4 2020 and has held it in 23 quarters since.
  • SOA Wealth Advisors's Consolidated Edison position peaked at $2.18M in Q4 2022.
  • 1,430 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.