Wealth Enhancement Advisory Services
ED icon

Wealth Enhancement Advisory Services’s Consolidated Edison ED Stock Holding History

Wealth Enhancement Advisory Services’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 		$35.9M Buy
338,224
+112,678
+50% +$12.2M 0.06% 277
2026
Q1 		$24.8M Sell
225,546
-86,948
-28% -$9.42M 0.05% 328
2025
Q4 		$31M Buy
312,494
+16,656
+6% +$1.65M 0.04% 361
2025
Q3 		$29.6M Buy
295,838
+19,381
+7% +$1.94M 0.04% 344
2025
Q2 		$27.7M Buy
276,457
+26,443
+11% +$2.8M 0.05% 339
2025
Q1 		$27.6M Buy
250,014
+6,869
+3% +$674K 0.05% 323
2024
Q4 		$21.7M Sell
243,145
-20,266
-8% -$2M 0.04% 357
2024
Q3 		$27.4M Sell
263,411
-88,227
-25% -$8.73M 0.06% 300
2024
Q2 		$31.4M Sell
351,638
-44,938
-11% -$4.17M 0.07% 252
2024
Q1 		$36M Buy
396,576
+116,669
+42% +$10.5M 0.09% 213
2023
Q4 		$25.5M Buy
279,907
+55,543
+25% +$4.96M 0.07% 255
2023
Q3 		$19.2M Buy
224,364
+128,514
+134% +$11.7M 0.06% 288
2023
Q2 		$8.66M Buy
95,850
+34,630
+57% +$3.31M 0.09% 97
2023
Q1 		$5.86M Buy
+61,220
New +$5.73M 0.07% 126
2022
Q4 		– Sell
-15,803
Closed -$1.29M – 333
2022
Q3 		$1.29M Buy
+15,803
New +$1.52M 0.02% 214
2019
Q2 		– Sell
-29,169
Closed -$2.46M – 218
2019
Q1 		$2.46M Buy
+29,169
New +$2.33M 0.14% 63
2018
Q1 		– Sell
-18,388
Closed -$1.46M – 153
2017
Q4 		$1.46M Buy
+18,388
New +$1.58M 0.1% 89
2016
Q3 		– Sell
-25,217
Closed -$2.03M – 149
2016
Q2 		$2.03M Buy
25,217
+2,694
+12% +$202K 0.37% 37
2016
Q1 		$1.72M Buy
22,523
+1,415
+7% +$100K 0.35% 36
2015
Q4 		$1.36M Buy
21,108
+1,036
+5% +$66.6K 0.34% 51
2015
Q3 		$1.33M Buy
20,072
+2,908
+17% +$184K 0.41% 47
2015
Q2 		$993K Buy
17,164
+1,782
+12% +$108K 0.31% 52
2015
Q1 		$938K Buy
15,382
+1,949
+15% +$127K 0.36% 52
2014
Q4 		$887K Buy
+13,433
New +$842K 0.35% 50

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

Wealth Enhancement Advisory Services's ED Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Consolidated Edison (ED) stake by 50% in Q2 2026, buying an estimated $12.2M and bringing the position to 338,224 shares worth $35.9M. The position accounts for 0.06% of the portfolio, ranked #277.

Wealth Enhancement Advisory Services first reported a position in ED in Q4 2014 and has held it in 24 quarters since. The position peaked at $36M in Q1 2024. 1,430 funds tracked by Wall St. Rank hold ED as of Q2 2026.

  • Wealth Enhancement Advisory Services held 338,224 shares of Consolidated Edison worth $35.9M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 112,678 Consolidated Edison shares in Q2 2026, an estimated $12.2M.
  • Consolidated Edison made up 0.06% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #277 holding.
  • Wealth Enhancement Advisory Services first reported a position in Consolidated Edison in Q4 2014 and has held it in 24 quarters since.
  • Wealth Enhancement Advisory Services's Consolidated Edison position peaked at $36M in Q1 2024.
  • 1,430 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.