Evanson Asset Management’s Consolidated Edison ED Stock Holding History

Evanson Asset 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 Q1	$249K	Hold	2,200	–	–	0.01%	285
2025 Q4	$219K	Hold	2,200	–	–	0.01%	314
2025 Q3	$221K	Sell	2,200 -61	-3%	-$6.12K	0.01%	308
2025 Q2	$227K	Buy	2,261 +61	+3%	+$6.46K	0.01%	307
2025 Q1	$243K	Buy	+2,200	New	+$216K	0.02%	272
2024 Q4	–	Sell	-2,200	Closed	-$229K	–	310
2024 Q3	$229K	Buy	+2,200	New	+$218K	0.02%	282
2024 Q1	–	Sell	-2,200	Closed	-$200K	–	312
2023 Q4	$200K	Buy	+2,200	New	+$197K	0.02%	281
2023 Q3	–	Sell	-2,280	Closed	-$206K	–	286
2023 Q2	$206K	Buy	2,280 +80	+4%	+$7.65K	0.02%	261
2023 Q1	$210K	Hold	2,200	–	–	0.02%	248
2022 Q4	$210K	Buy	+2,200	New	+$200K	0.02%	243
2022 Q3	–	Sell	-2,200	Closed	-$209K	–	263
2022 Q2	$209K	Hold	2,200	–	–	0.02%	244
2022 Q1	$208K	Buy	+2,200	New	+$190K	0.02%	268
2021 Q4	–	Sell	-2,782	Closed	-$200K	–	289
2021 Q3	$200K	Buy	+2,782	New	+$208K	0.02%	270

Other funds holding ED

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Evanson Asset Management's ED Position: Q1 2026 in Review

Evanson Asset Management held its Consolidated Edison (ED) position steady in Q1 2026 at 2,200 shares worth $249K. The position accounts for 0.01% of the portfolio, ranked #285.

Evanson Asset Management first reported a position in ED in Q3 2021 and has held it in 13 quarters since. 1,413 funds tracked by Wall St. Rank hold ED as of Q1 2026.

Evanson Asset Management held 2,200 shares of Consolidated Edison worth $249K as of Q1 2026.
Evanson Asset Management left its Consolidated Edison share count unchanged in Q1 2026.
Consolidated Edison made up 0.01% of Evanson Asset Management's portfolio in Q1 2026, its #285 holding.
Evanson Asset Management first reported a position in Consolidated Edison in Q3 2021 and has held it in 13 quarters since.
1,413 funds tracked by Wall St. Rank held Consolidated Edison as of Q1 2026.

Based on Evanson Asset Management's 13F filing for Q1 2026, filed 8 Apr 2026.