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Sovereign Financial Group’s Consolidated Edison ED Stock Holding History

Sovereign Financial 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 		$2.21M Sell
20,019
-710
-3% -$77.2K 0.34% 50
2026
Q1 		$2.35M Buy
20,729
+206
+1% +$22.3K 0.41% 41
2025
Q4 		$2.04M Buy
20,523
+153
+0.8% +$15.2K 0.35% 50
2025
Q3 		$2.05M Buy
20,370
+188
+0.9% +$18.9K 0.38% 44
2025
Q2 		$2.03M Sell
20,182
-405
-2% -$42.9K 0.42% 37
2025
Q1 		$2.28M Buy
20,587
+194
+1% +$19K 0.52% 32
2024
Q4 		$1.82M Buy
20,393
+459
+2% +$45.2K 0.42% 43
2024
Q3 		$2.08M Buy
19,934
+16
+0.1% +$1.58K 0.49% 34
2024
Q2 		$1.78M Buy
19,918
+173
+0.9% +$16K 0.44% 41
2024
Q1 		$1.79M Buy
19,745
+12
+0.1% +$1.08K 0.48% 38
2023
Q4 		$1.8M Buy
19,733
+89
+0.5% +$7.95K 0.55% 30
2023
Q3 		$1.68M Buy
19,644
+490
+3% +$44.6K 0.6% 31
2023
Q2 		$1.73M Buy
19,154
+21
+0.1% +$2.01K 0.56% 39
2023
Q1 		$1.83M Buy
19,133
+45
+0.2% +$4.21K 0.68% 33
2022
Q4 		$1.82M Buy
19,088
+71
+0.4% +$6.46K 0.72% 36
2022
Q3 		$1.63M Buy
19,017
+424
+2% +$40.9K 0.66% 37
2022
Q2 		$1.77M Sell
18,593
-4
-0% -$381 0.7% 35
2022
Q1 		$1.76M Sell
18,597
-55
-0.3% -$4.75K 0.65% 42
2021
Q4 		$1.59M Sell
18,652
-160
-0.9% -$12.6K 0.64% 41
2021
Q3 		$1.37M Buy
18,812
+198
+1% +$14.8K 0.79% 32
2021
Q2 		$1.39M Hold
18,614
– – 0.84% 30
2021
Q1 		$1.39M Buy
18,614
+1,708
+10% +$120K 0.87% 28
2020
Q4 		$1.22M Buy
+16,906
New +$1.31M 0.88% 31

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

Sovereign Financial Group's ED Position: Q2 2026 in Review

Sovereign Financial Group reduced its Consolidated Edison (ED) stake by 3.4% in Q2 2026, selling an estimated $77.2K and leaving 20,019 shares worth $2.21M. The position accounts for 0.34% of the portfolio, ranked #50.

Sovereign Financial Group first reported a position in ED in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.35M in Q1 2026. 1,423 funds tracked by Wall St. Rank hold ED as of Q2 2026.

  • Sovereign Financial Group held 20,019 shares of Consolidated Edison worth $2.21M as of Q2 2026.
  • Sovereign Financial Group sold 710 Consolidated Edison shares in Q2 2026, an estimated $77.2K.
  • Consolidated Edison made up 0.34% of Sovereign Financial Group's portfolio in Q2 2026, its #50 holding.
  • Sovereign Financial Group first reported a position in Consolidated Edison in Q4 2020 and has held it in 23 quarters since.
  • Sovereign Financial Group's Consolidated Edison position peaked at $2.35M in Q1 2026.
  • 1,423 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2026.

Based on Sovereign Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.