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Apex Wealth Management’s Consolidated Edison ED Stock Holding History

Apex Wealth Management’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
Q1 		$732K Buy
6,463
+49
+0.8% +$5.31K 0.5% 41
2025
Q4 		$666K Buy
+6,414
New +$637K 0.68% 31

Other funds holding ED

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

Apex Wealth Management's ED Position: Q1 2026 in Review

Apex Wealth Management increased its Consolidated Edison (ED) stake by 0.76% in Q1 2026, buying an estimated $5.31K and bringing the position to 6,463 shares worth $732K. The position accounts for 0.5% of the portfolio, ranked #41.

Apex Wealth Management first reported a position in ED in Q4 2025 and has held it in 2 quarters since. 1,413 funds tracked by Wall St. Rank hold ED as of Q1 2026.

  • Apex Wealth Management held 6,463 shares of Consolidated Edison worth $732K as of Q1 2026.
  • Apex Wealth Management bought 49 Consolidated Edison shares in Q1 2026, an estimated $5.31K.
  • Consolidated Edison made up 0.5% of Apex Wealth Management's portfolio in Q1 2026, its #41 holding.
  • Apex Wealth Management first reported a position in Consolidated Edison in Q4 2025 and has held it in 2 quarters since.
  • 1,413 funds tracked by Wall St. Rank held Consolidated Edison as of Q1 2026.

Based on Apex Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.