EWM
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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
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
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

Evermay Wealth Management's ED Position: Q1 2026 in Review

Evermay Wealth Management held its Consolidated Edison (ED) position steady in Q1 2026 at 165 shares worth $18.7K. The position accounts for ﹤0.01% of the portfolio, ranked #398.

Evermay Wealth Management first reported a position in ED in Q2 2021 and has held it in 20 quarters since. The position peaked at $24.5K in Q1 2024. 1,413 funds tracked by Wall St. Rank hold ED as of Q1 2026.

  • Evermay Wealth Management held 165 shares of Consolidated Edison worth $18.7K as of Q1 2026.
  • Evermay Wealth Management left its Consolidated Edison share count unchanged in Q1 2026.
  • Consolidated Edison made up ﹤0.01% of Evermay Wealth Management's portfolio in Q1 2026, its #398 holding.
  • Evermay Wealth Management first reported a position in Consolidated Edison in Q2 2021 and has held it in 20 quarters since.
  • Evermay Wealth Management's Consolidated Edison position peaked at $24.5K in Q1 2024.
  • 1,413 funds tracked by Wall St. Rank held Consolidated Edison as of Q1 2026.

Based on Evermay Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.