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Strategic Wealth Partners’s Consolidated Edison ED Stock Holding History

Strategic Wealth Partners’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 		$47.5K Buy
429
+268
+166% +$29.1K ﹤0.01% 536
2026
Q1 		$18.2K Hold
161
– – ﹤0.01% 734
2025
Q4 		$16K Hold
161
– – ﹤0.01% 755
2025
Q3 		$16.2K Hold
161
– – ﹤0.01% 786
2025
Q2 		$16.2K Buy
+161
New +$17K ﹤0.01% 698

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

Strategic Wealth Partners's ED Position: Q2 2026 in Review

Strategic Wealth Partners increased its Consolidated Edison (ED) stake by 166% in Q2 2026, buying an estimated $29.1K and bringing the position to 429 shares worth $47.5K. The position accounts for ﹤0.01% of the portfolio, ranked #536.

Strategic Wealth Partners first reported a position in ED in Q2 2025 and has held it in 5 quarters since. 1,431 funds tracked by Wall St. Rank hold ED as of Q2 2026.

  • Strategic Wealth Partners held 429 shares of Consolidated Edison worth $47.5K as of Q2 2026.
  • Strategic Wealth Partners bought 268 Consolidated Edison shares in Q2 2026, an estimated $29.1K.
  • Consolidated Edison made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #536 holding.
  • Strategic Wealth Partners first reported a position in Consolidated Edison in Q2 2025 and has held it in 5 quarters since.
  • 1,431 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.