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Great Valley Advisor Group’s Consolidated Edison ED Stock Holding History

Great Valley Advisor Group’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 		$3.19M Buy
28,219
+2,658
+10% +$288K 0.06% 288
2025
Q4 		$2.54M Buy
25,561
+1,494
+6% +$148K 0.05% 298
2025
Q3 		$2.42M Buy
24,067
+2,518
+12% +$253K 0.05% 298
2025
Q2 		$2.16M Buy
21,549
+5,883
+38% +$623K 0.05% 299
2025
Q1 		$1.73M Sell
15,666
-30,455
-66% -$2.99M 0.04% 340
2024
Q4 		$4.11M Buy
46,121
+5,549
+14% +$546K 0.09% 210
2024
Q3 		$4.23M Buy
40,572
+30,450
+301% +$3.01M 0.1% 200
2024
Q2 		$906K Buy
10,122
+424
+4% +$39.3K 0.03% 406
2024
Q1 		$881K Buy
9,698
+276
+3% +$24.7K 0.03% 388
2023
Q4 		$857K Sell
9,422
-110
-1% -$9.83K 0.03% 361
2023
Q3 		$815K Sell
9,532
-828
-8% -$75.4K 0.03% 347
2023
Q2 		$936K Buy
10,360
+468
+5% +$44.7K 0.04% 323
2023
Q1 		$946K Sell
9,892
-2,016
-17% -$189K 0.04% 312
2022
Q4 		$1.13M Buy
11,908
+2,061
+21% +$188K 0.06% 308
2022
Q3 		$845K Buy
9,847
+795
+9% +$76.7K 0.05% 336
2022
Q2 		$861K Buy
9,052
+1,250
+16% +$119K 0.05% 331
2022
Q1 		$734K Sell
7,802
-33
-0.4% -$2.85K 0.04% 323
2021
Q4 		$663K Buy
7,835
+179
+2% +$14.1K 0.04% 335
2021
Q3 		$556K Buy
7,656
+6
+0.1% +$448 0.04% 337
2021
Q2 		$550K Buy
7,650
+246
+3% +$18.9K 0.04% 326
2021
Q1 		$554K Sell
7,404
-255
-3% -$17.9K 0.05% 281
2020
Q4 		$553K Buy
7,659
+4,846
+172% +$376K 0.06% 264
2020
Q3 		$219K Buy
+2,813
New +$208K 0.03% 389
2020
Q1 		– Sell
-2,765
Closed -$250K – 326
2019
Q4 		$250K Buy
2,765
+57
+2% +$5.11K 0.06% 304
2019
Q3 		$256K Buy
2,708
+4
+0.1% +$355 0.06% 288
2019
Q2 		$237K Buy
+2,704
New +$233K 0.06% 293

Other funds holding ED

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Morgan Stanley
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
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

Great Valley Advisor Group's ED Position: Q1 2026 in Review

Great Valley Advisor Group increased its Consolidated Edison (ED) stake by 10% in Q1 2026, buying an estimated $288K and bringing the position to 28,219 shares worth $3.19M. The position accounts for 0.06% of the portfolio, ranked #288.

Great Valley Advisor Group first reported a position in ED in Q2 2019 and has held it in 26 quarters since. The position peaked at $4.23M in Q3 2024. 1,413 funds tracked by Wall St. Rank hold ED as of Q1 2026.

  • Great Valley Advisor Group held 28,219 shares of Consolidated Edison worth $3.19M as of Q1 2026.
  • Great Valley Advisor Group bought 2,658 Consolidated Edison shares in Q1 2026, an estimated $288K.
  • Consolidated Edison made up 0.06% of Great Valley Advisor Group's portfolio in Q1 2026, its #288 holding.
  • Great Valley Advisor Group first reported a position in Consolidated Edison in Q2 2019 and has held it in 26 quarters since.
  • Great Valley Advisor Group's Consolidated Edison position peaked at $4.23M in Q3 2024.
  • 1,413 funds tracked by Wall St. Rank held Consolidated Edison as of Q1 2026.

Based on Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.