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Wealthspire Advisors (New York)’s Consolidated Edison ED Stock Holding History

Wealthspire Advisors (New York)’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 		$1.5M Buy
13,533
+1,941
+17% +$211K 0.01% 481
2026
Q1 		$1.31M Sell
11,592
-2,530
-18% -$274K 0.01% 356
2025
Q4 		$1.4M Buy
14,122
+3,050
+28% +$303K 0.01% 360
2025
Q3 		$1.11M Sell
11,072
-12,532
-53% -$1.26M 0.01% 369
2025
Q2 		$2.37M Buy
23,604
+1,228
+5% +$130K 0.01% 255
2025
Q1 		$2.47M Buy
22,376
+10,851
+94% +$1.06M 0.01% 245
2024
Q4 		$1.03M Buy
11,525
+1,042
+10% +$103K 0.01% 365
2024
Q3 		$1.09M Buy
10,483
+1,900
+22% +$188K 0.01% 358
2024
Q2 		$768K Buy
8,583
+346
+4% +$32.1K 0.01% 354
2024
Q1 		$748K Sell
8,237
-217
-3% -$19.5K 0.01% 356
2023
Q4 		$769K Buy
8,454
+1,673
+25% +$149K 0.01% 352
2023
Q3 		$580K Buy
6,781
+1,075
+19% +$97.9K 0.01% 365
2023
Q2 		$516K Buy
5,706
+166
+3% +$15.9K 0.01% 357
2023
Q1 		$530K Sell
5,540
-1,260
-19% -$118K 0.01% 344
2022
Q4 		$648K Buy
6,800
+1,056
+18% +$96.1K 0.01% 339
2022
Q3 		$493K Buy
5,744
+1,015
+21% +$97.9K 0.01% 336
2022
Q2 		$450K Buy
4,729
+589
+14% +$56.1K 0.01% 332
2022
Q1 		$392K Sell
4,140
-1,056
-20% -$91.2K 0.01% 313
2021
Q4 		$443K Sell
5,196
-155
-3% -$12.2K 0.01% 344
2021
Q3 		$388K Buy
5,351
+1,704
+47% +$127K 0.01% 406
2021
Q2 		$262K Sell
3,647
-5,839
-62% -$448K 0.01% 315
2021
Q1 		$710K Buy
9,486
+437
+5% +$30.7K 0.02% 326
2020
Q4 		$654K Buy
+9,049
New +$703K 0.02% 263
2020
Q2 		– Sell
-8,960
Closed -$699K – 342
2020
Q1 		$699K Buy
+8,960
New +$786K 0.03% 249
2019
Q1 		– Sell
-397
Closed -$30K – 261
2018
Q4 		$30K Buy
+397
New +$31.1K ﹤0.01% 259

Other funds holding ED

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Wealthspire Advisors (New York)'s ED Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its Consolidated Edison (ED) stake by 17% in Q2 2026, buying an estimated $211K and bringing the position to 13,533 shares worth $1.5M. The position accounts for 0.01% of the portfolio, ranked #481.

Wealthspire Advisors (New York) first reported a position in ED in Q4 2018 and has held it in 25 quarters since. The position peaked at $2.47M in Q1 2025. 1,435 funds tracked by Wall St. Rank hold ED as of Q2 2026.

  • Wealthspire Advisors (New York) held 13,533 shares of Consolidated Edison worth $1.5M as of Q2 2026.
  • Wealthspire Advisors (New York) bought 1,941 Consolidated Edison shares in Q2 2026, an estimated $211K.
  • Consolidated Edison made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #481 holding.
  • Wealthspire Advisors (New York) first reported a position in Consolidated Edison in Q4 2018 and has held it in 25 quarters since.
  • Wealthspire Advisors (New York)'s Consolidated Edison position peaked at $2.47M in Q1 2025.
  • 1,435 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.