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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
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 $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

Twin Peaks Wealth Advisors's ED Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Consolidated Edison (ED) in Q1 2026: 191 shares worth $21.6K. The stake represents 0.01% of the portfolio and ranks #684 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in ED as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in ED in Q2 2025 and has held it in 2 quarters since. 1,413 funds tracked by Wall St. Rank hold ED as of Q1 2026.

  • Twin Peaks Wealth Advisors held 191 shares of Consolidated Edison worth $21.6K as of Q1 2026.
  • Consolidated Edison was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Consolidated Edison made up 0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #684 holding.
  • Twin Peaks Wealth Advisors first reported a position in Consolidated Edison in Q2 2025 and has held it in 2 quarters since.
  • 1,413 funds tracked by Wall St. Rank held Consolidated Edison as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.