Transamerica Financial Advisors’s Consolidated Edison ED Stock Holding History

Transamerica Financial Advisors’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	$6.98K	Sell	63 -289	-82%	-$31.4K	﹤0.01%	1053
2026 Q1	$39.8K	Buy	352 +318	+935%	+$34.4K	﹤0.01%	680
2025 Q4	$3.38K	Buy	34 +15	+79%	+$1.49K	﹤0.01%	1026
2025 Q3	$1.91K	Buy	+19	New	+$1.91K	﹤0.01%	1044
2024 Q1	–	Sell	-1	Closed	-$1K	–	618
2023 Q4	$1K	Hold	1	–	–	﹤0.01%	426
2023 Q3	$1K	Hold	1	–	–	﹤0.01%	453
2023 Q2	$1K	Buy	+1	New	+$96	﹤0.01%	425
2023 Q1	–	Sell	-1	Closed	-$1K	–	633
2022 Q4	$1K	Hold	1	–	–	﹤0.01%	470
2022 Q3	$1K	Hold	1	–	–	﹤0.01%	435
2022 Q2	$1K	Buy	+1	New	+$95	﹤0.01%	448
2016 Q2	–	Sell	-790	Closed	-$61K	–	475
2016 Q1	$61K	Buy	790 +749	+1,827%	+$53.2K	0.01%	349
2015 Q4	$3K	Hold	41	–	–	﹤0.01%	691
2015 Q3	$3K	Hold	41	–	–	﹤0.01%	680
2015 Q2	$3K	Hold	41	–	–	﹤0.01%	734
2015 Q1	$3K	Hold	41	–	–	﹤0.01%	733
2014 Q4	$3K	Hold	41	–	–	﹤0.01%	581
2014 Q3	$3K	Hold	41	–	–	﹤0.01%	553
2014 Q2	$3K	Hold	41	–	–	﹤0.01%	576
2014 Q1	$3K	Hold	41	–	–	﹤0.01%	541
2013 Q4	$3K	Sell	41 -2	-5%	-$113	﹤0.01%	527
2013 Q3	$3K	Sell	43 -802	-95%	-$46.2K	﹤0.01%	523
2013 Q2	$50K	Buy	+845	New	+$50.7K	0.01%	277

Other funds holding ED

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Transamerica Financial Advisors's ED Position: Q2 2026 in Review

Transamerica Financial Advisors reduced its Consolidated Edison (ED) stake by 82% in Q2 2026, selling an estimated $31.4K and leaving 63 shares worth $6.98K. The position accounts for ﹤0.01% of the portfolio, ranked #1053.

Transamerica Financial Advisors first reported a position in ED in Q2 2013 and has held it in 22 quarters since. The position peaked at $61K in Q1 2016. 1,435 funds tracked by Wall St. Rank hold ED as of Q2 2026.

Transamerica Financial Advisors held 63 shares of Consolidated Edison worth $6.98K as of Q2 2026.
Transamerica Financial Advisors sold 289 Consolidated Edison shares in Q2 2026, an estimated $31.4K.
Consolidated Edison made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #1053 holding.
Transamerica Financial Advisors first reported a position in Consolidated Edison in Q2 2013 and has held it in 22 quarters since.
Transamerica Financial Advisors's Consolidated Edison position peaked at $61K in Q1 2016.
1,435 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.