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Turtle Creek Wealth Advisors’s Consolidated Edison ED Stock Holding History

Turtle Creek Wealth Advisors’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 		$312K Buy
2,760
+498
+22% +$53.9K 0.02% 307
2025
Q4 		$225K Buy
2,262
+147
+7% +$14.6K 0.02% 362
2025
Q3 		$213K Buy
+2,115
New +$212K 0.02% 343
2024
Q1 		– Sell
-314
Closed -$28.6K – 378
2023
Q4 		$28.6K Buy
+314
New +$28.1K 0.01% 358

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 $137B AUM 18.02% 1-Year Est. Return

Turtle Creek Wealth Advisors's ED Position: Q1 2026 in Review

Turtle Creek Wealth Advisors increased its Consolidated Edison (ED) stake by 22% in Q1 2026, buying an estimated $53.9K and bringing the position to 2,760 shares worth $312K. The position accounts for 0.02% of the portfolio, ranked #307.

Turtle Creek Wealth Advisors first reported a position in ED in Q4 2023 and has held it in 4 quarters since. 1,413 funds tracked by Wall St. Rank hold ED as of Q1 2026.

  • Turtle Creek Wealth Advisors held 2,760 shares of Consolidated Edison worth $312K as of Q1 2026.
  • Turtle Creek Wealth Advisors bought 498 Consolidated Edison shares in Q1 2026, an estimated $53.9K.
  • Consolidated Edison made up 0.02% of Turtle Creek Wealth Advisors's portfolio in Q1 2026, its #307 holding.
  • Turtle Creek Wealth Advisors first reported a position in Consolidated Edison in Q4 2023 and has held it in 4 quarters since.
  • 1,413 funds tracked by Wall St. Rank held Consolidated Edison as of Q1 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.