Evoke Wealth’s Consolidated Edison ED Stock Holding History

Evoke Wealth’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	$273K	Buy	+2,416	New	+$262K	0.01%	568
2025 Q2	–	Sell	-1,854	Closed	-$205K	–	605
2025 Q1	$205K	Buy	+1,854	New	+$182K	0.01%	422
2022 Q4	–	Sell	-107	Closed	-$9K	–	597
2022 Q3	$9K	Hold	107	–	–	﹤0.01%	767
2022 Q2	$10K	Sell	107 -3	-3%	-$286	﹤0.01%	767
2022 Q1	$10K	Buy	110 +56	+104%	+$4.84K	﹤0.01%	767
2021 Q4	$5K	Buy	54 +5	+10%	+$393	﹤0.01%	889
2021 Q3	$3K	Hold	49	–	–	﹤0.01%	938
2021 Q2	$4K	Hold	49	–	–	﹤0.01%	929
2021 Q1	$4K	Hold	49	–	–	﹤0.01%	884
2020 Q4	$4K	Sell	49 -478	-91%	-$37.1K	﹤0.01%	758
2020 Q3	$41K	Buy	527 +30	+6%	+$2.21K	﹤0.01%	386
2020 Q2	$36K	Sell	497 -57	-10%	-$4.38K	﹤0.01%	388
2020 Q1	$43.2K	Sell	554 -42	-7%	-$3.68K	0.01%	355
2019 Q4	$53.9K	Buy	596 +1	+0.2%	+$90	0.01%	395
2019 Q3	$56.3K	Buy	+595	New	+$52.8K	0.01%	445

Other funds holding ED

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 $60.7B 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return