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Triad Wealth Partners’s Consolidated Edison ED Stock Holding History

Triad 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
Q1 		$622K Buy
5,499
+24
+0.4% +$2.6K 0.05% 238
2025
Q4 		$544K Sell
5,475
-192
-3% -$19.1K 0.05% 249
2025
Q3 		$570K Buy
5,667
+3,447
+155% +$346K 0.07% 183
2025
Q2 		$223K Buy
2,220
+58
+3% +$6.14K 0.05% 263
2025
Q1 		$239K Buy
+2,162
New +$212K 0.07% 185
2024
Q3 		– Sell
-1,238
Closed -$111K – 288
2024
Q2 		$111K Buy
+1,238
New +$115K 0.06% 144

Other funds holding ED

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $147M AUM 25.76% 1-Year Est. Return

Triad Wealth Partners's ED Position: Q1 2026 in Review

Triad Wealth Partners increased its Consolidated Edison (ED) stake by 0.44% in Q1 2026, buying an estimated $2.6K and bringing the position to 5,499 shares worth $622K. The position accounts for 0.05% of the portfolio, ranked #238.

Triad Wealth Partners first reported a position in ED in Q2 2024 and has held it in 6 quarters since. 1,415 funds tracked by Wall St. Rank hold ED as of Q1 2026.

  • Triad Wealth Partners held 5,499 shares of Consolidated Edison worth $622K as of Q1 2026.
  • Triad Wealth Partners bought 24 Consolidated Edison shares in Q1 2026, an estimated $2.6K.
  • Consolidated Edison made up 0.05% of Triad Wealth Partners's portfolio in Q1 2026, its #238 holding.
  • Triad Wealth Partners first reported a position in Consolidated Edison in Q2 2024 and has held it in 6 quarters since.
  • 1,415 funds tracked by Wall St. Rank held Consolidated Edison as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.