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

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
PTPFOECYE
PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 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. 215 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.
  • 215 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.