USA Financial Formulas’s Consolidated Edison ED Stock Holding History

USA Financial Formulas’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	$11.9K	Sell	108 -8	-7%	-$870	﹤0.01%	351
2026 Q1	$13.1K	Buy	+116	New	+$12.6K	﹤0.01%	284
2025 Q3	–	Sell	-2,035	Closed	-$204K	–	279
2025 Q2	$204K	Buy	2,035 +229	+13%	+$24.2K	0.03%	136
2025 Q1	$200K	Buy	+1,806	New	+$177K	0.03%	152
2022 Q2	–	Sell	-17	Closed	-$2K	–	363
2022 Q1	$2K	Buy	+17	New	+$1.47K	﹤0.01%	233
2015 Q1	–	Sell	-6,316	Closed	-$417K	–	198
2014 Q4	$417K	Buy	+6,316	New	+$396K	0.14%	144

Other funds holding ED

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

USA Financial Formulas's ED Position: Q2 2026 in Review

USA Financial Formulas reduced its Consolidated Edison (ED) stake by 6.9% in Q2 2026, selling an estimated $870 and leaving 108 shares worth $11.9K. The position accounts for ﹤0.01% of the portfolio, ranked #351.

USA Financial Formulas first reported a position in ED in Q4 2014 and has held it in 6 quarters since. The position peaked at $417K in Q4 2014. 1,424 funds tracked by Wall St. Rank hold ED as of Q2 2026.

USA Financial Formulas held 108 shares of Consolidated Edison worth $11.9K as of Q2 2026.
USA Financial Formulas sold 8 Consolidated Edison shares in Q2 2026, an estimated $870.
Consolidated Edison made up ﹤0.01% of USA Financial Formulas's portfolio in Q2 2026, its #351 holding.
USA Financial Formulas first reported a position in Consolidated Edison in Q4 2014 and has held it in 6 quarters since.
USA Financial Formulas's Consolidated Edison position peaked at $417K in Q4 2014.
1,424 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2026.

Based on USA Financial Formulas's 13F filing for Q2 2026, filed 4 Aug 2026.