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Symphony Financial’s Consolidated Edison ED Stock Holding History

Symphony Financial’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 		$1.79M Buy
15,978
+480
+3% +$52.2K 0.2% 98
2026
Q1 		$1.74M Sell
15,498
-369
-2% -$40K 0.23% 85
2025
Q4 		$1.58M Sell
15,867
-765
-5% -$75.9K 0.21% 89
2025
Q3 		$1.66M Sell
16,632
-824
-5% -$82.7K 0.2% 96
2025
Q2 		$1.73M Buy
+17,456
New +$1.85M 0.23% 89
2025
Q1 		– Sell
-15,670
Closed -$1.46M – 130
2024
Q4 		$1.46M Sell
15,670
-485
-3% -$47.8K 0.23% 84
2024
Q3 		$1.68M Sell
16,155
-328
-2% -$32.4K 0.28% 79
2024
Q2 		$1.48M Sell
16,483
-9,273
-36% -$860K 0.27% 77
2024
Q1 		$2.34M Buy
25,756
+32
+0.1% +$2.87K 0.55% 48
2023
Q4 		$2.36M Sell
25,724
-2,919
-10% -$261K 0.51% 52
2023
Q3 		$2.34M Sell
28,643
-1,616
-5% -$147K 0.57% 37
2023
Q2 		$2.71M Sell
30,259
-2,606
-8% -$249K 0.67% 37
2023
Q1 		$3.11M Sell
32,865
-588
-2% -$55.1K 0.81% 30
2022
Q4 		$3.23M Buy
33,453
+5,902
+21% +$537K 0.85% 29
2022
Q3 		$2.42M Buy
27,551
+278
+1% +$26.8K 0.79% 31
2022
Q2 		$2.58M Buy
27,273
+80
+0.3% +$7.62K 0.76% 30
2022
Q1 		$2.65M Buy
27,193
+6,900
+34% +$596K 0.62% 32
2021
Q4 		$1.73M Buy
20,293
+10,579
+109% +$831K 0.48% 41
2021
Q3 		$714K Sell
9,714
-649
-6% -$48.5K 0.25% 71
2021
Q2 		$743K Buy
10,363
+4,072
+65% +$313K 0.25% 67
2021
Q1 		$476K Sell
6,291
-1,955
-24% -$138K 0.13% 118
2020
Q4 		$583K Sell
8,246
-875
-10% -$68K 0.21% 82
2020
Q3 		$710K Buy
9,121
+325
+4% +$24K 0.29% 54
2020
Q2 		$633K Buy
8,796
+4,634
+111% +$356K 0.31% 57
2020
Q1 		$336K Buy
+4,162
New +$365K 0.23% 67

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

Symphony Financial's ED Position: Q2 2026 in Review

Symphony Financial increased its Consolidated Edison (ED) stake by 3.1% in Q2 2026, buying an estimated $52.2K and bringing the position to 15,978 shares worth $1.79M. The position accounts for 0.2% of the portfolio, ranked #98.

Symphony Financial first reported a position in ED in Q1 2020 and has held it in 25 quarters since. The position peaked at $3.23M in Q4 2022. 1,427 funds tracked by Wall St. Rank hold ED as of Q2 2026.

  • Symphony Financial held 15,978 shares of Consolidated Edison worth $1.79M as of Q2 2026.
  • Symphony Financial bought 480 Consolidated Edison shares in Q2 2026, an estimated $52.2K.
  • Consolidated Edison made up 0.2% of Symphony Financial's portfolio in Q2 2026, its #98 holding.
  • Symphony Financial first reported a position in Consolidated Edison in Q1 2020 and has held it in 25 quarters since.
  • Symphony Financial's Consolidated Edison position peaked at $3.23M in Q4 2022.
  • 1,427 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2026.

Based on Symphony Financial's 13F filing for Q2 2026, filed 4 Aug 2026.