GWM
ED icon

Greenline Wealth Management’s Consolidated Edison ED Stock Holding History

Greenline Wealth 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 		– Sell
-205
Closed -$20.4K – 227
2025
Q4 		$20.4K Buy
+205
New +$20.3K 0.02% 270

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
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Greenline Wealth Management's ED Position: Q1 2026 in Review

Greenline Wealth Management sold out of Consolidated Edison (ED) in Q1 2026, closing a stake of 205 shares — an estimated $20.4K sold.

Greenline Wealth Management first reported a position in ED in Q4 2025 and held it in 1 quarter. The position peaked at $20.4K in Q4 2025. 1,424 funds tracked by Wall St. Rank hold ED as of Q1 2026.

  • Greenline Wealth Management reported no remaining Consolidated Edison position as of Q1 2026 after selling out during the quarter.
  • Greenline Wealth Management sold 205 Consolidated Edison shares in Q1 2026, an estimated $20.4K.
  • Greenline Wealth Management first reported a position in Consolidated Edison in Q4 2025 and held it in 1 quarter.
  • Greenline Wealth Management's Consolidated Edison position peaked at $20.4K in Q4 2025.
  • 1,424 funds tracked by Wall St. Rank held Consolidated Edison as of Q1 2026.

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