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Sowell Financial Services’s Consolidated Edison ED Stock Holding History

Sowell Financial Services’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 		$421K Sell
3,807
-12
-0.3% -$1.3K 0.01% 719
2026
Q1 		$432K Sell
3,819
-171
-4% -$18.5K 0.02% 688
2025
Q4 		$396K Sell
3,990
-256
-6% -$25.4K 0.01% 724
2025
Q3 		$427K Sell
4,246
-103
-2% -$10.3K 0.02% 676
2025
Q2 		$436K Buy
4,349
+452
+12% +$47.9K 0.02% 650
2025
Q1 		$431K Buy
+3,897
New +$382K 0.02% 625
2023
Q2 		– Sell
-3,859
Closed -$369K – 623
2023
Q1 		$369K Buy
+3,859
New +$361K 0.03% 508
2021
Q2 		– Sell
-6,810
Closed -$530K – 1119
2021
Q1 		$530K Buy
6,810
+3,056
+81% +$215K 0.02% 622
2020
Q4 		$271K Buy
3,754
+1,534
+69% +$119K 0.01% 737
2020
Q3 		$173K Buy
2,220
+1
+0% +$74 0.01% 780
2020
Q2 		$160K Sell
2,219
-74
-3% -$5.68K 0.01% 800
2020
Q1 		$179K Buy
2,293
+76
+3% +$6.66K 0.01% 677
2019
Q4 		$201K Buy
2,217
+681
+44% +$61K 0.02% 711
2019
Q3 		$145K Buy
+1,536
New +$136K 0.01% 732
2018
Q4 		– Sell
-3,169
Closed -$241K – 476
2018
Q3 		$241K Buy
+3,169
New +$250K 0.04% 298
2018
Q2 		– Sell
-8,040
Closed -$637K – 298
2018
Q1 		$637K Sell
8,040
-2,342
-23% -$182K 0.16% 133
2017
Q4 		$813K Buy
10,382
+2,163
+26% +$186K 0.2% 113
2017
Q3 		$705K Sell
8,219
-424
-5% -$35.1K 0.18% 108
2017
Q2 		$727K Buy
+8,643
New +$699K 0.21% 103
2017
Q1 		– Sell
-960
Closed -$71K – 333
2016
Q4 		$71K Buy
+960
New +$69.4K 0.02% 305

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

Sowell Financial Services's ED Position: Q2 2026 in Review

Sowell Financial Services reduced its Consolidated Edison (ED) stake by 0.31% in Q2 2026, selling an estimated $1.3K and leaving 3,807 shares worth $421K. The position accounts for 0.01% of the portfolio, ranked #719.

Sowell Financial Services first reported a position in ED in Q4 2016 and has held it in 20 quarters since. The position peaked at $813K in Q4 2017. 1,435 funds tracked by Wall St. Rank hold ED as of Q2 2026.

  • Sowell Financial Services held 3,807 shares of Consolidated Edison worth $421K as of Q2 2026.
  • Sowell Financial Services sold 12 Consolidated Edison shares in Q2 2026, an estimated $1.3K.
  • Consolidated Edison made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #719 holding.
  • Sowell Financial Services first reported a position in Consolidated Edison in Q4 2016 and has held it in 20 quarters since.
  • Sowell Financial Services's Consolidated Edison position peaked at $813K in Q4 2017.
  • 1,435 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.