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EverSource Wealth Advisors’s Consolidated Edison ED Stock Holding History

EverSource Wealth Advisors’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 		$463K Buy
4,186
+113
+3% +$12.3K 0.02% 587
2026
Q1 		$461K Buy
4,073
+1,188
+41% +$129K 0.01% 636
2025
Q4 		$286K Sell
2,885
-503
-15% -$49.9K 0.01% 785
2025
Q3 		$341K Buy
3,388
+703
+26% +$70.5K 0.01% 667
2025
Q2 		$269K Buy
2,685
+547
+26% +$57.9K 0.01% 726
2025
Q1 		$236K Buy
2,138
+518
+32% +$50.8K 0.01% 594
2024
Q4 		$145K Buy
1,620
+1,334
+466% +$131K 0.01% 788
2024
Q3 		$29.8K Buy
286
+79
+38% +$7.81K ﹤0.01% 1284
2024
Q2 		$20.2K Sell
207
-301
-59% -$27.9K ﹤0.01% 1502
2024
Q1 		$48K Sell
508
-172
-25% -$15.4K ﹤0.01% 998
2023
Q4 		$61.9K Sell
680
-256
-27% -$22.9K 0.01% 816
2023
Q3 		$80.1K Sell
936
-58
-6% -$5.28K 0.01% 648
2023
Q2 		$89.9K Sell
994
-349
-26% -$33.4K 0.01% 617
2023
Q1 		$128K Buy
1,343
+1,113
+484% +$104K 0.02% 467
2022
Q4 		$21.9K Sell
230
-441
-66% -$40.1K ﹤0.01% 1040
2022
Q3 		$58K Buy
671
+608
+965% +$58.7K 0.01% 596
2022
Q2 		$6K Buy
63
+25
+66% +$2.38K ﹤0.01% 1193
2022
Q1 		$4K Sell
38
-3
-7% -$259 ﹤0.01% 1323
2021
Q4 		$3K Buy
+41
New +$3.22K ﹤0.01% 1410

Other funds holding ED

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

EverSource Wealth Advisors's ED Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Consolidated Edison (ED) stake by 2.8% in Q2 2026, buying an estimated $12.3K and bringing the position to 4,186 shares worth $463K. The position accounts for 0.02% of the portfolio, ranked #587.

EverSource Wealth Advisors first reported a position in ED in Q4 2021 and has held it in 19 quarters since. 1,423 funds tracked by Wall St. Rank hold ED as of Q2 2026.

  • EverSource Wealth Advisors held 4,186 shares of Consolidated Edison worth $463K as of Q2 2026.
  • EverSource Wealth Advisors bought 113 Consolidated Edison shares in Q2 2026, an estimated $12.3K.
  • Consolidated Edison made up 0.02% of EverSource Wealth Advisors's portfolio in Q2 2026, its #587 holding.
  • EverSource Wealth Advisors first reported a position in Consolidated Edison in Q4 2021 and has held it in 19 quarters since.
  • 1,423 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.