EFS
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Essex Financial Services’s Consolidated Edison ED Stock Holding History

Essex Financial Services’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 		$674K Buy
5,953
+595
+11% +$64.4K 0.04% 369
2025
Q4 		$532K Sell
5,358
-71
-1% -$7.05K 0.03% 423
2025
Q3 		$546K Buy
5,429
+322
+6% +$32.3K 0.03% 401
2025
Q2 		$512K Buy
5,107
+278
+6% +$29.4K 0.03% 402
2025
Q1 		$534K Sell
4,829
-101
-2% -$9.9K 0.04% 368
2024
Q4 		$440K Buy
4,930
+165
+3% +$16.2K 0.03% 404
2024
Q3 		$504K Sell
4,765
-687
-13% -$68K 0.04% 378
2024
Q2 		$548K Buy
5,452
+2,064
+61% +$191K 0.04% 358
2024
Q1 		$308K Buy
3,388
+425
+14% +$38.1K 0.03% 418
2023
Q4 		$270K Buy
2,963
+431
+17% +$38.5K 0.03% 419
2023
Q3 		$217K Buy
2,532
+7
+0.3% +$638 0.03% 431
2023
Q2 		$228K Sell
2,525
-245
-9% -$23.4K 0.03% 419
2023
Q1 		$265K Buy
2,770
+233
+9% +$21.8K 0.03% 400
2022
Q4 		$241K Buy
2,537
+6
+0.2% +$546 0.03% 421
2022
Q3 		$217K Hold
2,531
– – 0.03% 420
2022
Q2 		$241K Buy
2,531
+358
+16% +$34.1K 0.03% 423
2022
Q1 		$206K Buy
+2,173
New +$188K 0.02% 479
2020
Q1 		– Sell
-2,286
Closed -$207K – 254
2019
Q4 		$207K Hold
2,286
– – 0.06% 248
2019
Q3 		$216K Buy
+2,286
New +$203K 0.07% 230
2019
Q2 		– Sell
-2,900
Closed -$246K – 247
2019
Q1 		$246K Sell
2,900
-306
-10% -$24.5K 0.07% 200
2018
Q4 		$245K Sell
3,206
-541
-14% -$42.3K 0.08% 206
2018
Q3 		$285K Sell
3,747
-200
-5% -$15.8K 0.06% 226
2018
Q2 		$308K Buy
3,947
+2
+0.1% +$153 0.07% 208
2018
Q1 		$307K Buy
3,945
+2
+0.1% +$155 0.06% 262
2017
Q4 		$335K Sell
3,943
-170
-4% -$14.6K 0.08% 198
2017
Q3 		$332K Buy
4,113
+31
+0.8% +$2.57K 0.08% 197
2017
Q2 		$330K Buy
4,082
+836
+26% +$67.6K 0.07% 250
2017
Q1 		$252K Sell
3,246
-943
-23% -$70.9K 0.06% 277
2016
Q4 		$309K Sell
4,189
-285
-6% -$20.6K 0.07% 248
2016
Q3 		$337K Buy
4,474
+136
+3% +$10.6K 0.08% 223
2016
Q2 		$349K Buy
4,338
+1
+0% +$75 0.08% 218
2016
Q1 		$332K Sell
4,337
-309
-7% -$21.9K 0.08% 223
2015
Q4 		$299K Buy
4,646
+411
+10% +$26.4K 0.07% 234
2015
Q3 		$283K Sell
4,235
-309
-7% -$19.5K 0.07% 243
2015
Q2 		$263K Sell
4,544
-399
-8% -$24.1K 0.07% 257
2015
Q1 		$302K Buy
4,943
+279
+6% +$18.1K 0.08% 240
2014
Q4 		$308K Buy
4,664
+710
+18% +$44.5K 0.08% 232
2014
Q3 		$224K Buy
3,954
+1
+0% +$57 0.07% 269
2014
Q2 		$228K Buy
3,953
+1
+0% +$56 0.07% 265
2014
Q1 		$212K Sell
3,952
-174
-4% -$9.43K 0.07% 263
2013
Q4 		$228K Sell
4,126
-2,731
-40% -$154K 0.08% 242
2013
Q3 		$378 Sell
6,857
-1,889
-22% -$109K 0.12% 159
2013
Q2 		$510K Buy
+8,746
New +$525K 0.18% 128

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

Essex Financial Services's ED Position: Q1 2026 in Review

Essex Financial Services increased its Consolidated Edison (ED) stake by 11% in Q1 2026, buying an estimated $64.4K and bringing the position to 5,953 shares worth $674K. The position accounts for 0.04% of the portfolio, ranked #369.

Essex Financial Services first reported a position in ED in Q2 2013 and has held it in 43 quarters since. 1,413 funds tracked by Wall St. Rank hold ED as of Q1 2026.

  • Essex Financial Services held 5,953 shares of Consolidated Edison worth $674K as of Q1 2026.
  • Essex Financial Services bought 595 Consolidated Edison shares in Q1 2026, an estimated $64.4K.
  • Consolidated Edison made up 0.04% of Essex Financial Services's portfolio in Q1 2026, its #369 holding.
  • Essex Financial Services first reported a position in Consolidated Edison in Q2 2013 and has held it in 43 quarters since.
  • 1,413 funds tracked by Wall St. Rank held Consolidated Edison as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.