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Wilkerson Advisory Group’s Consolidated Edison ED Stock Holding History

Wilkerson Advisory Group’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 		$4.54K Buy
41
+2
+5% +$217 ﹤0.01% 500
2026
Q1 		$4.41K Buy
39
+12
+44% +$1.3K ﹤0.01% 491
2025
Q4 		$2.68K Buy
+27
New +$2.68K ﹤0.01% 498

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

Wilkerson Advisory Group's ED Position: Q2 2026 in Review

Wilkerson Advisory Group increased its Consolidated Edison (ED) stake by 5.1% in Q2 2026, buying an estimated $217 and bringing the position to 41 shares worth $4.54K. The position accounts for ﹤0.01% of the portfolio, ranked #500.

Wilkerson Advisory Group first reported a position in ED in Q4 2025 and has held it in 3 quarters since. 1,424 funds tracked by Wall St. Rank hold ED as of Q2 2026.

  • Wilkerson Advisory Group held 41 shares of Consolidated Edison worth $4.54K as of Q2 2026.
  • Wilkerson Advisory Group bought 2 Consolidated Edison shares in Q2 2026, an estimated $217.
  • Consolidated Edison made up ﹤0.01% of Wilkerson Advisory Group's portfolio in Q2 2026, its #500 holding.
  • Wilkerson Advisory Group first reported a position in Consolidated Edison in Q4 2025 and has held it in 3 quarters since.
  • 1,424 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2026.

Based on Wilkerson Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.