TIA
ED icon

Traphagen Investment Advisors’s Consolidated Edison ED Stock Holding History

Traphagen Investment 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 		$1.29M Buy
11,674
+10
+0.1% +$1.09K 0.09% 75
2026
Q1 		$1.32M Buy
11,664
+281
+2% +$30.4K 0.11% 68
2025
Q4 		$1.13M Buy
11,383
+6
+0.1% +$595 0.09% 68
2025
Q3 		$1.14M Buy
11,377
+11
+0.1% +$1.1K 0.1% 66
2025
Q2 		$1.14M Sell
11,366
-88
-0.8% -$9.32K 0.11% 67
2025
Q1 		$1.27M Buy
11,454
+1,961
+21% +$192K 0.13% 58
2024
Q4 		$847K Buy
9,493
+2
+0% +$197 0.09% 80
2024
Q3 		$988K Buy
9,491
+13
+0.1% +$1.29K 0.1% 71
2024
Q2 		$847K Buy
9,478
+5
+0.1% +$464 0.09% 76
2024
Q1 		$860K Sell
9,473
-63
-0.7% -$5.65K 0.09% 76
2023
Q4 		$867K Buy
9,536
+851
+10% +$76K 0.1% 67
2023
Q3 		$743K Buy
8,685
+5,970
+220% +$544K 0.09% 68
2023
Q2 		$245K Buy
+2,715
New +$260K 0.03% 136

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

Traphagen Investment Advisors's ED Position: Q2 2026 in Review

Traphagen Investment Advisors increased its Consolidated Edison (ED) stake by 0.09% in Q2 2026, buying an estimated $1.09K and bringing the position to 11,674 shares worth $1.29M. The position accounts for 0.09% of the portfolio, ranked #75.

Traphagen Investment Advisors first reported a position in ED in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.32M in Q1 2026. 1,435 funds tracked by Wall St. Rank hold ED as of Q2 2026.

  • Traphagen Investment Advisors held 11,674 shares of Consolidated Edison worth $1.29M as of Q2 2026.
  • Traphagen Investment Advisors bought 10 Consolidated Edison shares in Q2 2026, an estimated $1.09K.
  • Consolidated Edison made up 0.09% of Traphagen Investment Advisors's portfolio in Q2 2026, its #75 holding.
  • Traphagen Investment Advisors first reported a position in Consolidated Edison in Q2 2023 and has held it in 13 quarters since.
  • Traphagen Investment Advisors's Consolidated Edison position peaked at $1.32M in Q1 2026.
  • 1,435 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2026.

Based on Traphagen Investment Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.