Triad Wealth Partners’s Consolidated Edison ED Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$551K Buy
5,392
+224
+4% +$24.3K 0.03% 295
2026
Q2
$558K Sell
5,168
-331
-6% -$36K 0.03% 290
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

Triad Wealth Partners's ED Position: Q3 2026 in Review

Triad Wealth Partners increased its Consolidated Edison (ED) stake by 4.3% in Q3 2026, buying an estimated $24.3K and bringing the position to 5,392 shares worth $551K. The position accounts for 0.03% of the portfolio, ranked #295.

Triad Wealth Partners first reported a position in ED in Q2 2024 and has held it in 8 quarters since. The position peaked at $622K in Q1 2026. 771 funds tracked by Wall St. Rank hold ED as of Q3 2026.

  • Triad Wealth Partners held 5,392 shares of Consolidated Edison worth $551K as of Q3 2026.
  • Triad Wealth Partners bought 224 Consolidated Edison shares in Q3 2026, an estimated $24.3K.
  • Consolidated Edison made up 0.03% of Triad Wealth Partners's portfolio in Q3 2026, its #295 holding.
  • Triad Wealth Partners first reported a position in Consolidated Edison in Q2 2024 and has held it in 8 quarters since.
  • Triad Wealth Partners's Consolidated Edison position peaked at $622K in Q1 2026.
  • 771 funds tracked by Wall St. Rank held Consolidated Edison as of Q3 2026.

Based on Triad Wealth Partners's 13F filing for Q3 2026, filed 26 Oct 2026.