EWP
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Elevation Wealth Partners’s Consolidated Edison ED Stock Holding History

Elevation Wealth Partners’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
Q3 		$149K Buy
1,461
+389
+36% +$42.1K 0.04% 170
2026
Q2 		$119K Buy
1,072
+407
+61% +$44.2K 0.04% 176
2026
Q1 		$75.3K Buy
665
+162
+32% +$17.5K 0.03% 189
2025
Q4 		$50K Buy
503
+480
+2,087% +$47.6K 0.02% 242
2025
Q3 		$2.31K Buy
+23
New +$2.31K ﹤0.01% 616

Other funds holding ED

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Elevation Wealth Partners's ED Position: Q3 2026 in Review

Elevation Wealth Partners increased its Consolidated Edison (ED) stake by 36% in Q3 2026, buying an estimated $42.1K and bringing the position to 1,461 shares worth $149K. The position accounts for 0.04% of the portfolio, ranked #170.

Elevation Wealth Partners first reported a position in ED in Q3 2025 and has held it in 5 quarters since. 43 funds tracked by Wall St. Rank hold ED as of Q3 2026.

  • Elevation Wealth Partners held 1,461 shares of Consolidated Edison worth $149K as of Q3 2026.
  • Elevation Wealth Partners bought 389 Consolidated Edison shares in Q3 2026, an estimated $42.1K.
  • Consolidated Edison made up 0.04% of Elevation Wealth Partners's portfolio in Q3 2026, its #170 holding.
  • Elevation Wealth Partners first reported a position in Consolidated Edison in Q3 2025 and has held it in 5 quarters since.
  • 43 funds tracked by Wall St. Rank held Consolidated Edison as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.