Wealthspan Partners’s Consolidated Edison ED Stock Holding History

Wealthspan Partners’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	$256K	Buy	2,311 +6	+0.3%	+$652	0.08%	116
2026 Q1	$261K	Buy	2,305 +6	+0.3%	+$650	0.09%	107
2025 Q4	$228K	Buy	2,299 +7	+0.3%	+$695	0.08%	113
2025 Q3	$230K	Buy	2,292 +6	+0.3%	+$602	0.09%	113
2025 Q2	$229K	Buy	2,286 +7	+0.3%	+$741	0.09%	106
2025 Q1	$252K	Buy	2,279 +6	+0.3%	+$588	0.12%	97
2024 Q4	$203K	Buy	2,273 +6	+0.3%	+$591	0.1%	105
2024 Q3	$236K	Buy	2,267 +6	+0.3%	+$593	0.12%	99
2024 Q2	$202K	Buy	2,261 +7	+0.3%	+$649	0.11%	100
2024 Q1	$205K	Buy	+2,254	New	+$202K	0.12%	96

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

Wealthspan Partners's ED Position: Q2 2026 in Review

Wealthspan Partners increased its Consolidated Edison (ED) stake by 0.26% in Q2 2026, buying an estimated $652 and bringing the position to 2,311 shares worth $256K. The position accounts for 0.08% of the portfolio, ranked #116.

Wealthspan Partners first reported a position in ED in Q1 2024 and has held it in 10 quarters since. The position peaked at $261K in Q1 2026. 1,430 funds tracked by Wall St. Rank hold ED as of Q2 2026.

Wealthspan Partners held 2,311 shares of Consolidated Edison worth $256K as of Q2 2026.
Wealthspan Partners bought 6 Consolidated Edison shares in Q2 2026, an estimated $652.
Consolidated Edison made up 0.08% of Wealthspan Partners's portfolio in Q2 2026, its #116 holding.
Wealthspan Partners first reported a position in Consolidated Edison in Q1 2024 and has held it in 10 quarters since.
Wealthspan Partners's Consolidated Edison position peaked at $261K in Q1 2026.
1,430 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2026.

Based on Wealthspan Partners's 13F filing for Q2 2026, filed 6 Aug 2026.