IVC Wealth Advisors
ED icon

IVC Wealth Advisors’s Consolidated Edison ED Stock Holding History

IVC 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
Q3 		$283K Sell
2,770
-304
-10% -$32.9K 0.11% 139
2026
Q2 		$340K Buy
3,074
+463
+18% +$50.3K 0.13% 126
2026
Q1 		$296K Hold
2,611
– – 0.13% 135
2025
Q4 		$259K Buy
2,611
+58
+2% +$5.76K 0.11% 151
2025
Q3 		$257K Sell
2,553
-128
-5% -$12.8K 0.11% 153
2025
Q2 		$269K Sell
2,681
-384
-13% -$40.7K 0.13% 140
2025
Q1 		$339K Sell
3,065
-303
-9% -$29.7K 0.18% 110
2024
Q4 		$301K Buy
3,368
+7
+0.2% +$689 0.17% 120
2024
Q3 		$350K Sell
3,361
-156
-4% -$15.4K 0.19% 106
2024
Q2 		$314K Buy
3,517
+52
+2% +$4.82K 0.18% 115
2024
Q1 		$315K Buy
3,465
+537
+18% +$48.2K 0.18% 118
2023
Q4 		$266K Sell
2,928
-139
-5% -$12.4K 0.17% 117
2023
Q3 		$262K Buy
3,067
+2
+0.1% +$182 0.18% 118
2023
Q2 		$277K Sell
3,065
-156
-5% -$14.9K 0.18% 116
2023
Q1 		$308K Sell
3,221
-397
-11% -$37.2K 0.22% 106
2022
Q4 		$345K Buy
3,618
+39
+1% +$3.55K 0.25% 95
2022
Q3 		$307K Buy
3,579
+50
+1% +$4.82K 0.25% 97
2022
Q2 		$336K Sell
3,529
-21
-0.6% -$2K 0.26% 98
2022
Q1 		$336K Buy
3,550
+39
+1% +$3.37K 0.22% 105
2021
Q4 		$300K Buy
3,511
+150
+4% +$11.8K 0.19% 108
2021
Q3 		$244K Buy
3,361
+250
+8% +$18.7K 0.17% 117
2021
Q2 		$223K Buy
3,111
+308
+11% +$23.6K 0.16% 124
2021
Q1 		$210K Buy
+2,803
New +$197K 0.17% 121

Other funds holding ED

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

IVC Wealth Advisors's ED Position: Q3 2026 in Review

IVC Wealth Advisors reduced its Consolidated Edison (ED) stake by 9.9% in Q3 2026, selling an estimated $32.9K and leaving 2,770 shares worth $283K. The position accounts for 0.11% of the portfolio, ranked #139.

IVC Wealth Advisors first reported a position in ED in Q1 2021 and has held it in 23 quarters since. The position peaked at $350K in Q3 2024. 1,211 funds tracked by Wall St. Rank hold ED as of Q3 2026.

  • IVC Wealth Advisors held 2,770 shares of Consolidated Edison worth $283K as of Q3 2026.
  • IVC Wealth Advisors sold 304 Consolidated Edison shares in Q3 2026, an estimated $32.9K.
  • Consolidated Edison made up 0.11% of IVC Wealth Advisors's portfolio in Q3 2026, its #139 holding.
  • IVC Wealth Advisors first reported a position in Consolidated Edison in Q1 2021 and has held it in 23 quarters since.
  • IVC Wealth Advisors's Consolidated Edison position peaked at $350K in Q3 2024.
  • 1,211 funds tracked by Wall St. Rank held Consolidated Edison as of Q3 2026.

Based on IVC Wealth Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.