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EP Wealth Advisors’s Consolidated Edison ED Stock Holding History

EP Wealth Advisors’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 		$2.25M Buy
20,311
+4,118
+25% +$448K 0.01% 552
2026
Q1 		$1.83M Buy
16,193
+3,386
+26% +$367K 0.01% 496
2025
Q4 		$1.27M Buy
+12,807
New +$1.27M 0.01% 552
2025
Q2 		$1.18M Buy
11,784
+2,034
+21% +$215K 0.01% 527
2025
Q1 		$1.08M Buy
9,750
+19
+0.2% +$1.86K 0.01% 484
2024
Q4 		$868K Sell
9,731
-964
-9% -$94.9K 0.01% 542
2024
Q3 		$1.11M Sell
10,695
-319
-3% -$31.6K 0.01% 471
2024
Q2 		$985K Sell
11,014
-1,900
-15% -$176K 0.01% 393
2024
Q1 		$1.17M Buy
12,914
+293
+2% +$26.3K 0.01% 352
2023
Q4 		$1.15M Buy
12,621
+346
+3% +$30.9K 0.01% 346
2023
Q3 		$1.05M Sell
12,275
-81,971
-87% -$7.47M 0.02% 323
2023
Q2 		$1.07M Buy
94,246
+91,778
+3,719% +$8.77M 0.02% 319
2023
Q1 		$409K Sell
2,468
-6,900
-74% -$646K 0.01% 432
2022
Q4 		$893K Buy
+9,368
New +$852K 0.02% 295
2022
Q3 		– Sell
-6,337
Closed -$603K – 415
2022
Q2 		$603K Buy
6,337
+428
+7% +$40.8K 0.01% 334
2022
Q1 		$559K Sell
5,909
-516
-8% -$44.6K 0.01% 359
2021
Q4 		$548K Sell
6,425
-248
-4% -$19.5K 0.01% 338
2021
Q3 		$484K Buy
6,673
+495
+8% +$37K 0.01% 339
2021
Q2 		$443K Buy
6,178
+5
+0.1% +$384 0.01% 359
2021
Q1 		$462K Sell
6,173
-687
-10% -$48.3K 0.01% 341
2020
Q4 		$496K Buy
6,860
+168
+3% +$13.1K 0.02% 265
2020
Q3 		$521K Buy
+6,692
New +$494K 0.02% 222
2020
Q2 		– Sell
-6,891
Closed -$529K – 240
2020
Q1 		$537K Buy
+6,891
New +$604K 0.03% 244
2019
Q4 		– Sell
-9,372
Closed -$885K – 419
2019
Q3 		$885K Buy
9,372
+155
+2% +$13.8K 0.04% 176
2019
Q2 		$808K Buy
9,217
+6,441
+232% +$555K 0.05% 152
2019
Q1 		$235K Buy
+2,776
New +$222K 0.02% 218

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

EP Wealth Advisors's ED Position: Q2 2026 in Review

EP Wealth Advisors increased its Consolidated Edison (ED) stake by 25% in Q2 2026, buying an estimated $448K and bringing the position to 20,311 shares worth $2.25M. The position accounts for 0.01% of the portfolio, ranked #552.

EP Wealth Advisors first reported a position in ED in Q1 2019 and has held it in 26 quarters since. 1,430 funds tracked by Wall St. Rank hold ED as of Q2 2026.

  • EP Wealth Advisors held 20,311 shares of Consolidated Edison worth $2.25M as of Q2 2026.
  • EP Wealth Advisors bought 4,118 Consolidated Edison shares in Q2 2026, an estimated $448K.
  • Consolidated Edison made up 0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #552 holding.
  • EP Wealth Advisors first reported a position in Consolidated Edison in Q1 2019 and has held it in 26 quarters since.
  • 1,430 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.