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Clay Northam Wealth Management’s Consolidated Edison ED Stock Holding History

Clay Northam 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
Q2 		$221K Hold
2,000
– – 0.11% 100
2026
Q1 		$226K Buy
+2,000
New +$217K 0.13% 94
2025
Q4 		– Sell
-2,000
Closed -$201K – 102
2025
Q3 		$201K Hold
2,000
– – 0.11% 96
2025
Q2 		$201K Hold
2,000
– – 0.13% 89
2025
Q1 		$221K Buy
+2,000
New +$196K 0.15% 82
2024
Q4 		– Sell
-2,000
Closed -$208K – 93
2024
Q3 		$208K Buy
+2,000
New +$198K 0.14% 88

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
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 $66.1B AUM 33.53% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Clay Northam Wealth Management's ED Position: Q2 2026 in Review

Clay Northam Wealth Management held its Consolidated Edison (ED) position steady in Q2 2026 at 2,000 shares worth $221K. The position accounts for 0.11% of the portfolio, ranked #100.

Clay Northam Wealth Management first reported a position in ED in Q3 2024 and has held it in 6 quarters since. The position peaked at $226K in Q1 2026. 1,430 funds tracked by Wall St. Rank hold ED as of Q2 2026.

  • Clay Northam Wealth Management held 2,000 shares of Consolidated Edison worth $221K as of Q2 2026.
  • Clay Northam Wealth Management left its Consolidated Edison share count unchanged in Q2 2026.
  • Consolidated Edison made up 0.11% of Clay Northam Wealth Management's portfolio in Q2 2026, its #100 holding.
  • Clay Northam Wealth Management first reported a position in Consolidated Edison in Q3 2024 and has held it in 6 quarters since.
  • Clay Northam Wealth Management's Consolidated Edison position peaked at $226K in Q1 2026.
  • 1,430 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2026.

Based on Clay Northam Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.