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Exencial Wealth Advisors’s Consolidated Edison ED Stock Holding History

Exencial 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
Q1 		$718K Sell
6,344
-135
-2% -$14.6K 0.02% 342
2025
Q4 		$644K Buy
6,479
+1,317
+26% +$131K 0.02% 352
2025
Q3 		$519K Buy
5,162
+153
+3% +$15.4K 0.02% 364
2025
Q2 		$503K Sell
5,009
-361
-7% -$38.2K 0.02% 368
2025
Q1 		$594K Sell
5,370
-617
-10% -$60.5K 0.02% 347
2024
Q4 		$534K Buy
5,987
+70
+1% +$6.89K 0.02% 353
2024
Q3 		$616K Buy
5,917
+272
+5% +$26.9K 0.02% 329
2024
Q2 		$505K Buy
5,645
+195
+4% +$18.1K 0.02% 352
2024
Q1 		$495K Buy
5,450
+972
+22% +$87.2K 0.02% 351
2023
Q4 		$407K Buy
4,478
+1,823
+69% +$163K 0.02% 376
2023
Q3 		$227K Buy
2,655
+18
+0.7% +$1.64K 0.01% 394
2023
Q2 		$238K Buy
2,637
+444
+20% +$42.5K 0.01% 400
2023
Q1 		$210K Buy
+2,193
New +$205K 0.01% 395
2022
Q3 		– Sell
-2,182
Closed -$208K – 420
2022
Q2 		$208K Buy
+2,182
New +$208K 0.01% 405
2017
Q3 		– Sell
-2,527
Closed -$204K – 176
2017
Q2 		$204K Buy
+2,527
New +$204K 0.08% 146
2017
Q1 		– Sell
-10,527
Closed -$776K – 159
2016
Q4 		$776K Hold
10,527
– – 0.33% 73
2016
Q3 		$795K Buy
+10,527
New +$818K 0.35% 72
2015
Q3 		– Sell
-5,174
Closed -$316K – 143
2015
Q2 		$316K Sell
5,174
-4,026
-44% -$243K 0.2% 84
2015
Q1 		$560K Sell
9,200
-3,404
-27% -$221K 0.23% 94
2014
Q4 		$846K Buy
12,604
+3
+0% +$188 0.37% 76
2014
Q3 		$714K Sell
12,601
-470
-4% -$26.7K 0.32% 85
2014
Q2 		$737K Buy
13,071
+29
+0.2% +$1.62K 0.31% 86
2014
Q1 		$751K Sell
13,042
-368
-3% -$20K 0.31% 87
2013
Q4 		$726K Buy
13,410
+29
+0.2% +$1.63K 0.33% 81
2013
Q3 		$781K Sell
13,381
-440
-3% -$25.4K 0.37% 78
2013
Q2 		$811K Buy
+13,821
New +$830K 0.4% 73

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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $147M AUM 25.76% 1-Year Est. Return

Exencial Wealth Advisors's ED Position: Q1 2026 in Review

Exencial Wealth Advisors reduced its Consolidated Edison (ED) stake by 2.1% in Q1 2026, selling an estimated $14.6K and leaving 6,344 shares worth $718K. The position accounts for 0.02% of the portfolio, ranked #342.

Exencial Wealth Advisors first reported a position in ED in Q2 2013 and has held it in 26 quarters since. The position peaked at $846K in Q4 2014. 1,421 funds tracked by Wall St. Rank hold ED as of Q1 2026.

  • Exencial Wealth Advisors held 6,344 shares of Consolidated Edison worth $718K as of Q1 2026.
  • Exencial Wealth Advisors sold 135 Consolidated Edison shares in Q1 2026, an estimated $14.6K.
  • Consolidated Edison made up 0.02% of Exencial Wealth Advisors's portfolio in Q1 2026, its #342 holding.
  • Exencial Wealth Advisors first reported a position in Consolidated Edison in Q2 2013 and has held it in 26 quarters since.
  • Exencial Wealth Advisors's Consolidated Edison position peaked at $846K in Q4 2014.
  • 1,421 funds tracked by Wall St. Rank held Consolidated Edison as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.