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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Sound View Wealth Advisors Group's ED Position: Q1 2026 in Review

Sound View Wealth Advisors Group increased its Consolidated Edison (ED) stake by 1.4% in Q1 2026, buying an estimated $55K and bringing the position to 37,048 shares worth $4.19M. The position accounts for 0.29% of the portfolio, ranked #82.

Sound View Wealth Advisors Group first reported a position in ED in Q1 2024 and has held it in 9 quarters since. 1,413 funds tracked by Wall St. Rank hold ED as of Q1 2026.

Sound View Wealth Advisors Group held 37,048 shares of Consolidated Edison worth $4.19M as of Q1 2026.
Sound View Wealth Advisors Group bought 508 Consolidated Edison shares in Q1 2026, an estimated $55K.
Consolidated Edison made up 0.29% of Sound View Wealth Advisors Group's portfolio in Q1 2026, its #82 holding.
Sound View Wealth Advisors Group first reported a position in Consolidated Edison in Q1 2024 and has held it in 9 quarters since.
1,413 funds tracked by Wall St. Rank held Consolidated Edison as of Q1 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2026, filed 6 May 2026.