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Sound View Wealth Advisors Group’s Consolidated Edison ED Stock Holding History

Sound View Wealth Advisors 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 		$4.09M Sell
37,009
-39
-0.1% -$4.24K 0.25% 90
2026
Q1 		$4.19M Buy
37,048
+508
+1% +$55K 0.29% 82
2025
Q4 		$3.63M Buy
36,540
+815
+2% +$80.9K 0.24% 91
2025
Q3 		$3.59M Buy
35,725
+2,191
+7% +$220K 0.25% 89
2025
Q2 		$3.37M Buy
33,534
+3,591
+12% +$380K 0.25% 94
2025
Q1 		$3.31M Buy
29,943
+593
+2% +$58.2K 0.27% 83
2024
Q4 		$2.62M Buy
29,350
+3,239
+12% +$319K 0.21% 100
2024
Q3 		$2.72M Buy
26,111
+5,703
+28% +$564K 0.22% 104
2024
Q2 		$1.82M Buy
20,408
+995
+5% +$92.3K 0.19% 117
2024
Q1 		$1.76M Buy
+19,413
New +$1.74M 0.19% 119

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

Sound View Wealth Advisors Group's ED Position: Q2 2026 in Review

Sound View Wealth Advisors Group reduced its Consolidated Edison (ED) stake by 0.11% in Q2 2026, selling an estimated $4.24K and leaving 37,009 shares worth $4.09M. The position accounts for 0.25% of the portfolio, ranked #90.

Sound View Wealth Advisors Group first reported a position in ED in Q1 2024 and has held it in 10 quarters since. The position peaked at $4.19M in Q1 2026. 1,430 funds tracked by Wall St. Rank hold ED as of Q2 2026.

  • Sound View Wealth Advisors Group held 37,009 shares of Consolidated Edison worth $4.09M as of Q2 2026.
  • Sound View Wealth Advisors Group sold 39 Consolidated Edison shares in Q2 2026, an estimated $4.24K.
  • Consolidated Edison made up 0.25% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #90 holding.
  • Sound View Wealth Advisors Group first reported a position in Consolidated Edison in Q1 2024 and has held it in 10 quarters since.
  • Sound View Wealth Advisors Group's Consolidated Edison position peaked at $4.19M in Q1 2026.
  • 1,430 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.