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True Wealth Design’s Consolidated Edison ED Stock Holding History

True Wealth Design’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 		$105K Buy
947
+374
+65% +$40.7K 0.02% 247
2026
Q1 		$64.9K Buy
573
+52
+10% +$5.63K 0.02% 329
2025
Q4 		$51.7K Buy
521
+24
+5% +$2.38K 0.02% 323
2025
Q3 		$50K Buy
497
+396
+392% +$39.7K 0.02% 309
2025
Q2 		$10.1K Buy
101
+27
+36% +$2.86K ﹤0.01% 576
2025
Q1 		$8.18K Buy
74
+62
+517% +$6.08K ﹤0.01% 539
2024
Q4 		$1.07K Sell
12
-598
-98% -$58.9K ﹤0.01% 917
2024
Q3 		$63.5K Buy
610
+598
+4,983% +$59.1K 0.02% 100
2024
Q2 		$1.07K Buy
12
+3
+33% +$278 ﹤0.01% 496
2024
Q1 		$818 Buy
9
+4
+80% +$359 ﹤0.01% 509
2023
Q4 		$455 Hold
5
– – ﹤0.01% 491
2023
Q3 		$428 Hold
5
– – ﹤0.01% 458
2023
Q2 		$452 Hold
5
– – ﹤0.01% 466
2023
Q1 		$479 Hold
5
– – ﹤0.01% 536
2022
Q4 		$477 Buy
+5
New +$455 ﹤0.01% 463

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 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

True Wealth Design's ED Position: Q2 2026 in Review

True Wealth Design increased its Consolidated Edison (ED) stake by 65% in Q2 2026, buying an estimated $40.7K and bringing the position to 947 shares worth $105K. The position accounts for 0.02% of the portfolio, ranked #247.

True Wealth Design first reported a position in ED in Q4 2022 and has held it in 15 quarters since. 1,423 funds tracked by Wall St. Rank hold ED as of Q2 2026.

  • True Wealth Design held 947 shares of Consolidated Edison worth $105K as of Q2 2026.
  • True Wealth Design bought 374 Consolidated Edison shares in Q2 2026, an estimated $40.7K.
  • Consolidated Edison made up 0.02% of True Wealth Design's portfolio in Q2 2026, its #247 holding.
  • True Wealth Design first reported a position in Consolidated Edison in Q4 2022 and has held it in 15 quarters since.
  • 1,423 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.