Evergreen Capital Management’s Consolidated Edison ED Stock Holding History

Evergreen Capital 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	$1.43M	Sell	12,941 -349	-3%	-$37.9K	0.03%	412
2026 Q1	$1.5M	Buy	13,290 +1,502	+13%	+$163K	0.03%	379
2025 Q4	$1.17M	Buy	11,788 +8,717	+284%	+$865K	0.03%	423
2025 Q3	$309K	Buy	3,071 +13	+0.4%	+$1.3K	0.01%	949
2025 Q2	$307K	Buy	3,058 +364	+14%	+$38.5K	0.01%	787
2025 Q1	$298K	Buy	+2,694	New	+$264K	0.01%	751
2024 Q4	–	Sell	-1,987	Closed	-$207K	–	1081
2024 Q3	$207K	Buy	+1,987	New	+$197K	0.01%	925
2019 Q1	–	Sell	-6,375	Closed	-$487K	–	414
2018 Q4	$487K	Sell	6,375 -52	-0.8%	-$4.07K	0.05%	211
2018 Q3	$490K	Sell	6,427 -12	-0.2%	-$946	0.04%	220
2018 Q2	$502K	Sell	6,439 -3,517	-35%	-$269K	0.05%	216
2018 Q1	$776K	Buy	+9,956	New	+$774K	0.07%	166

Other funds holding ED

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Evergreen Capital Management's ED Position: Q2 2026 in Review

Evergreen Capital Management reduced its Consolidated Edison (ED) stake by 2.6% in Q2 2026, selling an estimated $37.9K and leaving 12,941 shares worth $1.43M. The position accounts for 0.03% of the portfolio, ranked #412.

Evergreen Capital Management first reported a position in ED in Q1 2018 and has held it in 11 quarters since. The position peaked at $1.5M in Q1 2026. 1,423 funds tracked by Wall St. Rank hold ED as of Q2 2026.

Evergreen Capital Management held 12,941 shares of Consolidated Edison worth $1.43M as of Q2 2026.
Evergreen Capital Management sold 349 Consolidated Edison shares in Q2 2026, an estimated $37.9K.
Consolidated Edison made up 0.03% of Evergreen Capital Management's portfolio in Q2 2026, its #412 holding.
Evergreen Capital Management first reported a position in Consolidated Edison in Q1 2018 and has held it in 11 quarters since.
Evergreen Capital Management's Consolidated Edison position peaked at $1.5M in Q1 2026.
1,423 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.