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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
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

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

Triad Wealth Partners's ED Position: Q2 2026 in Review

Triad Wealth Partners reduced its Consolidated Edison (ED) stake by 6% in Q2 2026, selling an estimated $36K and leaving 5,168 shares worth $558K. The position accounts for 0.03% of the portfolio, ranked #290.

Triad Wealth Partners first reported a position in ED in Q2 2024 and has held it in 7 quarters since. The position peaked at $622K in Q1 2026. 1,431 funds tracked by Wall St. Rank hold ED as of Q2 2026.

  • Triad Wealth Partners held 5,168 shares of Consolidated Edison worth $558K as of Q2 2026.
  • Triad Wealth Partners sold 331 Consolidated Edison shares in Q2 2026, an estimated $36K.
  • Consolidated Edison made up 0.03% of Triad Wealth Partners's portfolio in Q2 2026, its #290 holding.
  • Triad Wealth Partners first reported a position in Consolidated Edison in Q2 2024 and has held it in 7 quarters since.
  • Triad Wealth Partners's Consolidated Edison position peaked at $622K in Q1 2026.
  • 1,431 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.