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Spire Wealth Management’s Consolidated Edison ED Stock Holding History

Spire Wealth Management’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 		$1.13M Sell
10,183
-2,490
-20% -$271K 0.03% 364
2026
Q1 		$1.43M Buy
12,673
+9,406
+288% +$1.02M 0.05% 323
2025
Q4 		$325K Sell
3,267
-1,025
-24% -$102K 0.01% 654
2025
Q3 		$431K Buy
4,292
+1,437
+50% +$144K 0.01% 568
2025
Q2 		$286K Sell
2,855
-7,898
-73% -$836K 0.01% 665
2025
Q1 		$1.19M Buy
10,753
+7,478
+228% +$733K 0.04% 371
2024
Q4 		$292K Sell
3,275
-29
-0.9% -$2.86K 0.01% 716
2024
Q3 		$344K Sell
3,304
-6,960
-68% -$688K 0.01% 609
2024
Q2 		$918K Sell
10,264
-609
-6% -$56.5K 0.03% 359
2024
Q1 		$987K Buy
10,873
+11
+0.1% +$986 0.02% 378
2023
Q4 		$976K Sell
10,862
-498
-4% -$44.5K 0.03% 366
2023
Q3 		$972K Buy
11,360
+4
+0% +$364 0.04% 335
2023
Q2 		$1.03M Sell
11,356
-434
-4% -$41.5K 0.04% 344
2023
Q1 		$1.13M Buy
11,790
+861
+8% +$80.6K 0.04% 325
2022
Q4 		$1.04M Buy
10,929
+118
+1% +$10.7K 0.06% 231
2022
Q3 		$927K Sell
10,811
-1,890
-15% -$182K 0.06% 222
2022
Q2 		$1.21M Sell
12,701
-8,610
-40% -$820K 0.05% 294
2022
Q1 		$2.02M Sell
21,311
-13,518
-39% -$1.17M 0.05% 270
2021
Q4 		$2.97M Buy
34,829
+13,706
+65% +$1.08M 0.07% 247
2021
Q3 		$1.53M Sell
21,123
-215
-1% -$16.1K 0.04% 324
2021
Q2 		$1.53M Sell
21,338
-13,755
-39% -$1.06M 0.04% 336
2021
Q1 		$2.62M Buy
+35,093
New +$2.47M 0.07% 235

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

Spire Wealth Management's ED Position: Q2 2026 in Review

Spire Wealth Management reduced its Consolidated Edison (ED) stake by 20% in Q2 2026, selling an estimated $271K and leaving 10,183 shares worth $1.13M. The position accounts for 0.03% of the portfolio, ranked #364.

Spire Wealth Management first reported a position in ED in Q1 2021 and has held it in 22 quarters since. The position peaked at $2.97M in Q4 2021. 1,423 funds tracked by Wall St. Rank hold ED as of Q2 2026.

  • Spire Wealth Management held 10,183 shares of Consolidated Edison worth $1.13M as of Q2 2026.
  • Spire Wealth Management sold 2,490 Consolidated Edison shares in Q2 2026, an estimated $271K.
  • Consolidated Edison made up 0.03% of Spire Wealth Management's portfolio in Q2 2026, its #364 holding.
  • Spire Wealth Management first reported a position in Consolidated Edison in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Consolidated Edison position peaked at $2.97M in Q4 2021.
  • 1,423 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.