Woodward Financial Advisors’s Consolidated Edison ED Stock Holding History

Woodward Financial Advisors’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	$291K	Buy	2,628 +21	+0.8%	+$2.28K	0.1%	54
2026 Q1	$296K	Buy	2,607 +20	+0.8%	+$2.17K	0.11%	47
2025 Q4	$257K	Buy	2,587 +22	+0.9%	+$2.18K	0.1%	51
2025 Q3	$258K	Sell	2,565 -205	-7%	-$20.6K	0.1%	51
2025 Q2	$278K	Buy	2,770 +21	+0.8%	+$2.22K	0.11%	50
2025 Q1	$304K	Buy	2,749 +20	+0.7%	+$1.96K	0.14%	47
2024 Q4	$243K	Buy	2,729 +23	+0.8%	+$2.27K	0.12%	51
2024 Q3	$282K	Buy	2,706 +19	+0.7%	+$1.88K	0.14%	46
2024 Q2	$239K	Buy	2,687 +22	+0.8%	+$2.04K	0.14%	47
2024 Q1	$241K	Buy	2,665 +23	+0.9%	+$2.06K	0.14%	48
2023 Q4	$240K	Buy	2,642 +21	+0.8%	+$1.88K	0.16%	46
2023 Q3	$224K	Hold	2,621	–	–	0.17%	44
2023 Q2	$237K	Buy	2,621 +21	+0.8%	+$2.01K	0.18%	44
2023 Q1	$249K	Buy	2,600 +20	+0.8%	+$1.87K	0.2%	39
2022 Q4	$246K	Buy	2,580 +19	+0.7%	+$1.73K	0.21%	40
2022 Q3	$220K	Buy	2,561 +19	+0.7%	+$1.83K	0.21%	42
2022 Q2	$242K	Buy	2,542 +20	+0.8%	+$1.91K	0.22%	41
2022 Q1	$239K	Buy	2,522 +76	+3%	+$6.57K	0.24%	36
2021 Q4	$209K	Buy	+2,446	New	+$192K	0.21%	40

Other funds holding ED

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Woodward Financial Advisors's ED Position: Q2 2026 in Review

Woodward Financial Advisors increased its Consolidated Edison (ED) stake by 0.81% in Q2 2026, buying an estimated $2.28K and bringing the position to 2,628 shares worth $291K. The position accounts for 0.1% of the portfolio, ranked #54.

Woodward Financial Advisors first reported a position in ED in Q4 2021 and has held it in 19 quarters since. The position peaked at $304K in Q1 2025. 1,435 funds tracked by Wall St. Rank hold ED as of Q2 2026.

Woodward Financial Advisors held 2,628 shares of Consolidated Edison worth $291K as of Q2 2026.
Woodward Financial Advisors bought 21 Consolidated Edison shares in Q2 2026, an estimated $2.28K.
Consolidated Edison made up 0.1% of Woodward Financial Advisors's portfolio in Q2 2026, its #54 holding.
Woodward Financial Advisors first reported a position in Consolidated Edison in Q4 2021 and has held it in 19 quarters since.
Woodward Financial Advisors's Consolidated Edison position peaked at $304K in Q1 2025.
1,435 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2026.

Based on Woodward Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.