Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Consolidated Edison ED Stock Holding History

Carson Wealth (CWM LLC)’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 		$28.4M Sell
251,126
-6,292
-2% -$681K 0.07% 247
2025
Q4 		$25.6M Buy
257,418
+1,841
+0.7% +$183K 0.07% 253
2025
Q3 		$25.7M Buy
255,577
+28,606
+13% +$2.87M 0.08% 219
2025
Q2 		$22.8M Sell
226,971
-1,789
-0.8% -$189K 0.08% 214
2025
Q1 		$25.3M Sell
228,760
-2,537
-1% -$249K 0.1% 183
2024
Q4 		$20.6M Sell
231,297
-8,435
-4% -$831K 0.09% 201
2024
Q3 		$25M Sell
239,732
-8,612
-3% -$852K 0.11% 176
2024
Q2 		$22.2M Sell
248,344
-6,736
-3% -$625K 0.1% 185
2024
Q1 		$23.2M Sell
255,080
-7,779
-3% -$697K 0.11% 177
2023
Q4 		$23.9M Sell
262,859
-30,881
-11% -$2.76M 0.13% 156
2023
Q3 		$25.1M Buy
293,740
+281,224
+2,247% +$25.6M 0.15% 134
2023
Q2 		$1.13M Buy
12,516
+1,254
+11% +$120K 0.01% 675
2023
Q1 		$1.08M Buy
11,262
+786
+8% +$73.6K 0.01% 645
2022
Q4 		$998K Sell
10,476
-578
-5% -$52.6K 0.01% 618
2022
Q3 		$948K Buy
11,054
+2,898
+36% +$280K 0.01% 578
2022
Q2 		$776K Buy
8,156
+2,094
+35% +$199K 0.01% 621
2022
Q1 		$574K Buy
6,062
+1,466
+32% +$127K ﹤0.01% 689
2021
Q4 		$392K Buy
+4,596
New +$361K ﹤0.01% 793
2021
Q2 		$344K Hold
4,803
– – ﹤0.01% 752
2021
Q1 		$344K Hold
4,803
– – ﹤0.01% 752
2020
Q4 		$344K Hold
4,803
– – ﹤0.01% 752
2020
Q3 		$344K Hold
4,803
– – ﹤0.01% 752
2020
Q2 		$344K Hold
4,803
– – ﹤0.01% 752
2020
Q1 		$344K Hold
4,803
– – ﹤0.01% 752
2019
Q4 		$344K Hold
4,803
– – ﹤0.01% 752
2019
Q3 		$344K Hold
4,803
– – ﹤0.01% 752
2019
Q2 		$344K Hold
4,803
– – ﹤0.01% 752
2019
Q1 		$344K Buy
4,803
+1,171
+32% +$93.6K ﹤0.01% 752
2018
Q4 		$278K Buy
3,632
+295
+9% +$23.1K 0.01% 536
2018
Q3 		$254K Buy
3,337
+1,080
+48% +$85.1K 0.01% 477
2018
Q2 		$176K Buy
2,257
+1,051
+87% +$80.3K 0.01% 440
2018
Q1 		$94K Buy
1,206
+2
+0.2% +$155 ﹤0.01% 454
2017
Q4 		$102K Buy
1,204
+212
+21% +$18.2K ﹤0.01% 427
2017
Q3 		$80K Sell
992
-105
-10% -$8.69K ﹤0.01% 442
2017
Q2 		$89K Buy
1,097
+161
+17% +$13K ﹤0.01% 396
2017
Q1 		$73K Sell
936
-793
-46% -$59.6K ﹤0.01% 393
2016
Q4 		$127K Sell
1,729
-2,490
-59% -$180K 0.01% 322
2016
Q3 		$318K Sell
4,219
-90
-2% -$6.99K 0.02% 224
2016
Q2 		$347K Buy
4,309
+2,609
+153% +$196K 0.03% 216
2016
Q1 		$130K Buy
1,700
+2
+0.1% +$142 0.01% 254
2015
Q4 		$109K Sell
1,698
-181
-10% -$11.6K 0.01% 256
2015
Q3 		$126K Buy
+1,879
New +$119K 0.01% 226
2014
Q1 		– Sell
-889
Closed -$49K – 244
2013
Q4 		$49K Buy
889
+489
+122% +$27.5K 0.01% 264
2013
Q3 		$22K Buy
+400
New +$23.1K 0.01% 259

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
VPM
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 $60.8B AUM 22.47% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $147M AUM 25.76% 1-Year Est. Return

Carson Wealth (CWM LLC)'s ED Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Consolidated Edison (ED) stake by 2.4% in Q1 2026, selling an estimated $681K and leaving 251,126 shares worth $28.4M. The position accounts for 0.07% of the portfolio, ranked #247.

Carson Wealth (CWM LLC) first reported a position in ED in Q3 2013 and has held it in 44 quarters since. 1,419 funds tracked by Wall St. Rank hold ED as of Q1 2026.

  • Carson Wealth (CWM LLC) held 251,126 shares of Consolidated Edison worth $28.4M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 6,292 Consolidated Edison shares in Q1 2026, an estimated $681K.
  • Consolidated Edison made up 0.07% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #247 holding.
  • Carson Wealth (CWM LLC) first reported a position in Consolidated Edison in Q3 2013 and has held it in 44 quarters since.
  • 1,419 funds tracked by Wall St. Rank held Consolidated Edison as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.