TPWA
ED icon

Twin Peaks Wealth Advisors’s Consolidated Edison ED Stock Holding History

Twin Peaks 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
Q2 		– Sell
-191
Closed -$21.6K – 789
2026
Q1 		$21.6K Buy
+191
New +$20.7K 0.01% 684
2025
Q3 		– Sell
-206
Closed -$21.4K – 708
2025
Q2 		$21.4K Buy
+206
New +$21.8K 0.01% 581

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

Twin Peaks Wealth Advisors's ED Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Consolidated Edison (ED) in Q2 2026, closing a stake of 191 shares — an estimated $21.6K sold.

Twin Peaks Wealth Advisors first reported a position in ED in Q2 2025 and held it in 2 quarters. The position peaked at $21.6K in Q1 2026. 1,433 funds tracked by Wall St. Rank hold ED as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Consolidated Edison position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 191 Consolidated Edison shares in Q2 2026, an estimated $21.6K.
  • Twin Peaks Wealth Advisors first reported a position in Consolidated Edison in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Consolidated Edison position peaked at $21.6K in Q1 2026.
  • 1,433 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.