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TriaGen Wealth Management’s Consolidated Edison ED Stock Holding History

TriaGen Wealth Management’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 		$645K Buy
5,832
+106
+2% +$11.5K 0.16% 113
2026
Q1 		$648K Buy
5,726
+99
+2% +$10.7K 0.18% 106
2025
Q4 		$559K Sell
5,627
-240
-4% -$23.8K 0.14% 114
2025
Q3 		$590K Sell
5,867
-338
-5% -$33.9K 0.15% 114
2025
Q2 		$623K Buy
6,205
+883
+17% +$93.5K 0.19% 104
2025
Q1 		$589K Buy
+5,322
New +$522K 0.21% 95

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

TriaGen Wealth Management's ED Position: Q2 2026 in Review

TriaGen Wealth Management increased its Consolidated Edison (ED) stake by 1.9% in Q2 2026, buying an estimated $11.5K and bringing the position to 5,832 shares worth $645K. The position accounts for 0.16% of the portfolio, ranked #113.

TriaGen Wealth Management first reported a position in ED in Q1 2025 and has held it in 6 quarters since. The position peaked at $648K in Q1 2026. 1,431 funds tracked by Wall St. Rank hold ED as of Q2 2026.

  • TriaGen Wealth Management held 5,832 shares of Consolidated Edison worth $645K as of Q2 2026.
  • TriaGen Wealth Management bought 106 Consolidated Edison shares in Q2 2026, an estimated $11.5K.
  • Consolidated Edison made up 0.16% of TriaGen Wealth Management's portfolio in Q2 2026, its #113 holding.
  • TriaGen Wealth Management first reported a position in Consolidated Edison in Q1 2025 and has held it in 6 quarters since.
  • TriaGen Wealth Management's Consolidated Edison position peaked at $648K in Q1 2026.
  • 1,431 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2026.

Based on TriaGen Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.