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Evolve Private Wealth’s Consolidated Edison ED Stock Holding History

Evolve Private 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
Q2 		$246K Sell
2,228
-3,047
-58% -$331K 0.02% 833
2026
Q1 		$597K Sell
5,275
-341
-6% -$36.9K 0.03% 501
2025
Q4 		$558K Buy
+5,616
New +$557K 0.03% 494

Other funds holding ED

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
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
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Evolve Private Wealth's ED Position: Q2 2026 in Review

Evolve Private Wealth reduced its Consolidated Edison (ED) stake by 58% in Q2 2026, selling an estimated $331K and leaving 2,228 shares worth $246K. The position accounts for 0.02% of the portfolio, ranked #833.

Evolve Private Wealth first reported a position in ED in Q4 2025 and has held it in 3 quarters since. The position peaked at $597K in Q1 2026. 1,435 funds tracked by Wall St. Rank hold ED as of Q2 2026.

  • Evolve Private Wealth held 2,228 shares of Consolidated Edison worth $246K as of Q2 2026.
  • Evolve Private Wealth sold 3,047 Consolidated Edison shares in Q2 2026, an estimated $331K.
  • Consolidated Edison made up 0.02% of Evolve Private Wealth's portfolio in Q2 2026, its #833 holding.
  • Evolve Private Wealth first reported a position in Consolidated Edison in Q4 2025 and has held it in 3 quarters since.
  • Evolve Private Wealth's Consolidated Edison position peaked at $597K in Q1 2026.
  • 1,435 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.