Evermay Wealth Management’s Consolidated Edison ED Stock Holding History

Evermay Wealth 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	$64.3K	Buy	581 +416	+252%	+$45.2K	0.01%	330
2026 Q1	$18.7K	Hold	165	–	–	﹤0.01%	398
2025 Q4	$16.4K	Hold	165	–	–	﹤0.01%	403
2025 Q3	$16.6K	Hold	165	–	–	﹤0.01%	404
2025 Q2	$16.6K	Hold	165	–	–	﹤0.01%	401
2025 Q1	$18.2K	Hold	165	–	–	﹤0.01%	395
2024 Q4	$14.7K	Hold	165	–	–	﹤0.01%	401
2024 Q3	$17.2K	Hold	165	–	–	﹤0.01%	405
2024 Q2	$14.8K	Sell	165 -105	-39%	-$9.74K	﹤0.01%	421
2024 Q1	$24.5K	Buy	270 +61	+29%	+$5.47K	﹤0.01%	403
2023 Q4	$19K	Buy	209 +4	+2%	+$357	﹤0.01%	395
2023 Q3	$17.5K	Buy	205 +105	+105%	+$9.56K	﹤0.01%	385
2023 Q2	$9.04K	Hold	100	–	–	﹤0.01%	435
2023 Q1	$9.57K	Hold	100	–	–	﹤0.01%	426
2022 Q4	$9.53K	Hold	100	–	–	﹤0.01%	419
2022 Q3	$9K	Hold	100	–	–	﹤0.01%	404
2022 Q2	$10K	Hold	100	–	–	﹤0.01%	396
2022 Q1	$9K	Hold	100	–	–	﹤0.01%	425
2021 Q4	$9K	Hold	100	–	–	﹤0.01%	411
2021 Q3	$7K	Hold	100	–	–	﹤0.01%	400
2021 Q2	$7K	Buy	+100	New	+$7.68K	﹤0.01%	428

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

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

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Evermay Wealth Management's ED Position: Q2 2026 in Review

Evermay Wealth Management increased its Consolidated Edison (ED) stake by 252% in Q2 2026, buying an estimated $45.2K and bringing the position to 581 shares worth $64.3K. The position accounts for 0.01% of the portfolio, ranked #330.

Evermay Wealth Management first reported a position in ED in Q2 2021 and has held it in 21 quarters since. 1,431 funds tracked by Wall St. Rank hold ED as of Q2 2026.

Evermay Wealth Management held 581 shares of Consolidated Edison worth $64.3K as of Q2 2026.
Evermay Wealth Management bought 416 Consolidated Edison shares in Q2 2026, an estimated $45.2K.
Consolidated Edison made up 0.01% of Evermay Wealth Management's portfolio in Q2 2026, its #330 holding.
Evermay Wealth Management first reported a position in Consolidated Edison in Q2 2021 and has held it in 21 quarters since.
1,431 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.