Fulcrum Asset Management’s Consolidated Edison ED Stock Holding History

Fulcrum Asset 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	$3.57M	Sell	31,473 -9,281	-23%	-$1.01M	0.54%	55
2025 Q4	$4.07M	Buy	40,754 +5,783	+17%	+$574K	1.13%	23
2025 Q3	$3.52M	Buy	34,971 +6,119	+21%	+$614K	0.97%	27
2025 Q2	$2.9M	Buy	+28,852	New	+$3.05M	0.83%	36
2022 Q1	–	Hold	0	–	–	–	98
2021 Q4	–	Hold	0	–	–	–	210
2021 Q1	–	Hold	0	–	–	–	161
2020 Q4	–	Hold	0	–	–	–	21
2020 Q3	–	Sell	-43,040	Closed	-$3.31M	–	147
2020 Q2	$3.31M	Buy	+43,040	New	+$3.31M	1.11%	21

Other funds holding ED

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lazard Asset Management New York $60.8B 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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

DAM

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

Fulcrum Asset Management's ED Position: Q1 2026 in Review

Fulcrum Asset Management reduced its Consolidated Edison (ED) stake by 23% in Q1 2026, selling an estimated $1.01M and leaving 31,473 shares worth $3.57M. The position accounts for 0.54% of the portfolio, ranked #55.

Fulcrum Asset Management first reported a position in ED in Q2 2020 and has held it in 5 quarters since. The position peaked at $4.07M in Q4 2025. 1,413 funds tracked by Wall St. Rank hold ED as of Q1 2026.

Fulcrum Asset Management held 31,473 shares of Consolidated Edison worth $3.57M as of Q1 2026.
Fulcrum Asset Management sold 9,281 Consolidated Edison shares in Q1 2026, an estimated $1.01M.
Consolidated Edison made up 0.54% of Fulcrum Asset Management's portfolio in Q1 2026, its #55 holding.
Fulcrum Asset Management first reported a position in Consolidated Edison in Q2 2020 and has held it in 5 quarters since.
Fulcrum Asset Management's Consolidated Edison position peaked at $4.07M in Q4 2025.
1,413 funds tracked by Wall St. Rank held Consolidated Edison as of Q1 2026.

Based on Fulcrum Asset Management's 13F filing for Q1 2026, filed 14 May 2026.