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Valmark Advisers’s Consolidated Edison ED Stock Holding History

Valmark Advisers’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 		$262K Buy
2,370
+2
+0.1% +$217 ﹤0.01% 646
2026
Q1 		$268K Hold
2,368
– – ﹤0.01% 603
2025
Q4 		$235K Hold
2,368
– – ﹤0.01% 605
2025
Q3 		$238K Hold
2,368
– – ﹤0.01% 611
2025
Q2 		$238K Sell
2,368
-6
-0.3% -$635 ﹤0.01% 595
2025
Q1 		$263K Sell
2,374
-28
-1% -$2.75K ﹤0.01% 545
2024
Q4 		$214K Sell
2,402
-200
-8% -$19.7K ﹤0.01% 574
2024
Q3 		$271K Sell
2,602
-106
-4% -$10.5K ﹤0.01% 518
2024
Q2 		$242K Buy
2,708
+56
+2% +$5.19K ﹤0.01% 514
2024
Q1 		$241K Sell
2,652
-216
-8% -$19.4K ﹤0.01% 489
2023
Q4 		$261K Sell
2,868
-200
-7% -$17.9K ﹤0.01% 450
2023
Q3 		$262K Hold
3,068
– – 0.01% 413
2023
Q2 		$277K Hold
3,068
– – 0.01% 416
2023
Q1 		$294K Hold
3,068
– – 0.01% 401
2022
Q4 		$292K Hold
3,068
– – 0.01% 372
2022
Q3 		$263K Hold
3,068
– – 0.01% 365
2022
Q2 		$292K Hold
3,068
– – 0.01% 352
2022
Q1 		$290K Sell
3,068
-200
-6% -$17.3K 0.01% 373
2021
Q4 		$279K Hold
3,268
– – ﹤0.01% 362
2021
Q3 		$237K Hold
3,268
– – ﹤0.01% 363
2021
Q2 		$234K Buy
3,268
+422
+15% +$32.4K ﹤0.01% 360
2021
Q1 		$213K Hold
2,846
– – ﹤0.01% 355
2020
Q4 		$206K Buy
+2,846
New +$221K ﹤0.01% 335
2020
Q1 		– Sell
-3,065
Closed -$277K – 239
2019
Q4 		$277K Buy
3,065
+156
+5% +$14K 0.01% 207
2019
Q3 		$275K Buy
2,909
+399
+16% +$35.4K 0.01% 202
2019
Q2 		$220K Buy
2,510
+131
+6% +$11.3K ﹤0.01% 211
2019
Q1 		$202K Buy
+2,379
New +$190K ﹤0.01% 215

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

Valmark Advisers's ED Position: Q2 2026 in Review

Valmark Advisers increased its Consolidated Edison (ED) stake by 0.08% in Q2 2026, buying an estimated $217 and bringing the position to 2,370 shares worth $262K. The position accounts for ﹤0.01% of the portfolio, ranked #646.

Valmark Advisers first reported a position in ED in Q1 2019 and has held it in 27 quarters since. The position peaked at $294K in Q1 2023. 1,423 funds tracked by Wall St. Rank hold ED as of Q2 2026.

  • Valmark Advisers held 2,370 shares of Consolidated Edison worth $262K as of Q2 2026.
  • Valmark Advisers bought 2 Consolidated Edison shares in Q2 2026, an estimated $217.
  • Consolidated Edison made up ﹤0.01% of Valmark Advisers's portfolio in Q2 2026, its #646 holding.
  • Valmark Advisers first reported a position in Consolidated Edison in Q1 2019 and has held it in 27 quarters since.
  • Valmark Advisers's Consolidated Edison position peaked at $294K in Q1 2023.
  • 1,423 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2026.

Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.