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Modera Wealth Management, LLC

SEC CIK
0001542143
Latest filing
Aug 3, 2026

ED holding history

Consolidated Edison Inc in every 13F filed by Modera Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ED overviewAll 13F holders of EDFull Q2 2026 holdings

Shares (Q2 2026)
3,375
Value
$373.4K
% of portfolio
<0.1%
Quarters held
15
Since Q4 2021
Holdings of ED by Modera Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,375$373.4K<0.1%−96−2.8%ReducedHolders
Q1 20263,471$392.8K<0.1%−9,121−72.4%ReducedHolders
Q4 202512,592$1.25M<0.1%+192+1.5%AddedHolders
Q3 202512,400$1.25M<0.1%+10.0%AddedHolders
Q2 202512,399$1.24M<0.1%−350−2.7%ReducedHolders
Q1 202512,749$1.41M<0.1%−1,124−8.1%ReducedHolders
Q4 202413,873$1.24M<0.1%+1,418+11.4%AddedHolders
Q3 202412,455$1.30M<0.1%00.0%UnchangedHolders
Q2 202412,455$1.11M<0.1%−96−0.8%ReducedHolders
Q1 202412,551$1.14M<0.1%+6,900+122.1%AddedHolders
Q4 20235,651$514.1K<0.1%+3,082+120.0%AddedHolders
Q3 20232,569$219.7K<0.1%−1,290−33.4%ReducedHolders
Q2 20233,859$348.8K<0.1%+3,859NewHolders
Q2 20220$00.0%−2,114−100.0%Sold outHolders
Q1 20222,114$200.0K<0.1%−1,211−36.4%ReducedHolders
Q4 20213,325$284.0K<0.1%+3,325NewHolders