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Sound Financial Strategies Group’s Consolidated Edison ED Stock Holding History

Sound Financial Strategies Group’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 		$295K Buy
2,665
+70
+3% +$7.61K 0.19% 92
2026
Q1 		$294K Sell
2,595
-3,801
-59% -$412K 0.2% 74
2025
Q4 		$635K Sell
6,396
-669
-9% -$66.4K 0.45% 68
2025
Q3 		$710K Sell
7,065
-198
-3% -$19.9K 0.52% 59
2025
Q2 		$729K Sell
7,263
-238
-3% -$25.2K 0.62% 62
2025
Q1 		$830K Sell
7,501
-1,601
-18% -$157K 0.74% 24
2024
Q4 		$812K Buy
9,102
+1,268
+16% +$125K 0.68% 52
2024
Q3 		$816K Buy
7,834
+132
+2% +$13.1K 0.66% 34
2024
Q2 		$689K Buy
7,702
+1,591
+26% +$148K 0.6% 43
2024
Q1 		$555K Buy
6,111
+22
+0.4% +$1.97K 0.46% 48
2023
Q4 		$554K Sell
6,089
-3,103
-34% -$277K 0.47% 47
2023
Q3 		$786K Sell
9,192
-547
-6% -$49.8K 0.65% 43
2023
Q2 		$880K Sell
9,739
-1,123
-10% -$107K 0.64% 45
2023
Q1 		$1.04M Sell
10,862
-410
-4% -$38.4K 0.69% 30
2022
Q4 		$1.07M Buy
+11,272
New +$1.03M 0.78% 27
2022
Q3 		– Sell
-11,853
Closed -$1.13M – 35
2022
Q2 		$1.13M Sell
11,853
-5,224
-31% -$497K 0.88% 12
2022
Q1 		$1.62M Buy
+17,077
New +$1.48M 0.89% 26
2020
Q4 		– Sell
-9,510
Closed -$740K – 92
2020
Q3 		$740K Sell
9,510
-130
-1% -$9.59K 0.47% 24
2020
Q2 		$693K Sell
9,640
-39
-0.4% -$3K 0.45% 24
2020
Q1 		$755K Sell
9,679
-12,859
-57% -$1.13M 0.51% 16
2019
Q4 		$2.04M Buy
+22,538
New +$2.02M 1.29% 20

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 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

Sound Financial Strategies Group's ED Position: Q2 2026 in Review

Sound Financial Strategies Group increased its Consolidated Edison (ED) stake by 2.7% in Q2 2026, buying an estimated $7.61K and bringing the position to 2,665 shares worth $295K. The position accounts for 0.19% of the portfolio, ranked #92.

Sound Financial Strategies Group first reported a position in ED in Q4 2019 and has held it in 21 quarters since. The position peaked at $2.04M in Q4 2019. 1,423 funds tracked by Wall St. Rank hold ED as of Q2 2026.

  • Sound Financial Strategies Group held 2,665 shares of Consolidated Edison worth $295K as of Q2 2026.
  • Sound Financial Strategies Group bought 70 Consolidated Edison shares in Q2 2026, an estimated $7.61K.
  • Consolidated Edison made up 0.19% of Sound Financial Strategies Group's portfolio in Q2 2026, its #92 holding.
  • Sound Financial Strategies Group first reported a position in Consolidated Edison in Q4 2019 and has held it in 21 quarters since.
  • Sound Financial Strategies Group's Consolidated Edison position peaked at $2.04M in Q4 2019.
  • 1,423 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2026.

Based on Sound Financial Strategies Group's 13F filing for Q2 2026, filed 10 Aug 2026.