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Bartlett & Co Wealth Management’s Consolidated Edison ED Stock Holding History

Bartlett & Co 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 		$767 Buy
7
+5
+250% +$541 ﹤0.01% 1150
2025
Q4 		$199 Hold
2
– – ﹤0.01% 1196
2025
Q3 		$201 Buy
+2
New +$201 ﹤0.01% 1164
2025
Q2 		– Sell
-53
Closed -$5.86K – 1270
2025
Q1 		$5.86K Buy
53
+2
+4% +$196 ﹤0.01% 971
2024
Q4 		$4.55K Hold
51
– – ﹤0.01% 984
2024
Q3 		$5.31K Buy
+51
New +$5.04K ﹤0.01% 970
2022
Q4 		– Sell
-6
Closed -$515 – 1130
2022
Q3 		$515 Sell
6
-15
-71% -$1.45K ﹤0.01% 1143
2022
Q2 		$2K Buy
+21
New +$2K ﹤0.01% 1175
2021
Q3 		– Sell
-375
Closed -$26.9K – 973
2021
Q2 		$26.9K Hold
375
– – ﹤0.01% 596
2021
Q1 		$28.1K Hold
375
– – ﹤0.01% 626
2020
Q4 		$27.1K Sell
375
-400
-52% -$31.1K ﹤0.01% 627
2020
Q3 		$60.3K Hold
775
– – ﹤0.01% 470
2020
Q2 		$55.7K Sell
775
-245
-24% -$18.8K ﹤0.01% 477
2020
Q1 		$79.6K Buy
1,020
+45
+5% +$3.95K ﹤0.01% 391
2019
Q4 		$88.2K Sell
975
-190
-16% -$17K ﹤0.01% 421
2019
Q3 		$110K Buy
1,165
+737
+172% +$65.4K ﹤0.01% 391
2019
Q2 		$37.5K Buy
428
+3
+0.7% +$258 ﹤0.01% 474
2019
Q1 		$36K Hold
425
– – ﹤0.01% 463
2018
Q4 		$32.5K Hold
425
– – ﹤0.01% 466
2018
Q3 		$32.4K Hold
425
– – ﹤0.01% 488
2018
Q2 		$33.1K Hold
425
– – ﹤0.01% 468
2018
Q1 		$33.1K Buy
+425
New +$33K ﹤0.01% 474

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

Bartlett & Co Wealth Management's ED Position: Q1 2026 in Review

Bartlett & Co Wealth Management increased its Consolidated Edison (ED) stake by 250% in Q1 2026, buying an estimated $541 and bringing the position to 7 shares worth $767. The position accounts for ﹤0.01% of the portfolio, ranked #1150.

Bartlett & Co Wealth Management first reported a position in ED in Q1 2018 and has held it in 22 quarters since. The position peaked at $110K in Q3 2019. 1,413 funds tracked by Wall St. Rank hold ED as of Q1 2026.

  • Bartlett & Co Wealth Management held 7 shares of Consolidated Edison worth $767 as of Q1 2026.
  • Bartlett & Co Wealth Management bought 5 Consolidated Edison shares in Q1 2026, an estimated $541.
  • Consolidated Edison made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #1150 holding.
  • Bartlett & Co Wealth Management first reported a position in Consolidated Edison in Q1 2018 and has held it in 22 quarters since.
  • Bartlett & Co Wealth Management's Consolidated Edison position peaked at $110K in Q3 2019.
  • 1,413 funds tracked by Wall St. Rank held Consolidated Edison as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.