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Soltis Investment Advisors’s Consolidated Edison ED Stock Holding History

Soltis Investment 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 		$404K Buy
3,648
+1,167
+47% +$127K 0.02% 412
2026
Q1 		$281K Buy
+2,481
New +$269K 0.02% 448
2024
Q1 		– Sell
-2,337
Closed -$213K – 303
2023
Q4 		$213K Buy
+2,337
New +$209K 0.02% 269

Other funds holding ED

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Soltis Investment Advisors's ED Position: Q2 2026 in Review

Soltis Investment Advisors increased its Consolidated Edison (ED) stake by 47% in Q2 2026, buying an estimated $127K and bringing the position to 3,648 shares worth $404K. The position accounts for 0.02% of the portfolio, ranked #412.

Soltis Investment Advisors first reported a position in ED in Q4 2023 and has held it in 3 quarters since. 1,435 funds tracked by Wall St. Rank hold ED as of Q2 2026.

  • Soltis Investment Advisors held 3,648 shares of Consolidated Edison worth $404K as of Q2 2026.
  • Soltis Investment Advisors bought 1,167 Consolidated Edison shares in Q2 2026, an estimated $127K.
  • Consolidated Edison made up 0.02% of Soltis Investment Advisors's portfolio in Q2 2026, its #412 holding.
  • Soltis Investment Advisors first reported a position in Consolidated Edison in Q4 2023 and has held it in 3 quarters since.
  • 1,435 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.