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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
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% +$48.1K 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

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
PTPFOECYE
PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

IVC Wealth Advisors's ED Position: Q2 2026 in Review

IVC Wealth Advisors increased its Consolidated Edison (ED) stake by 18% in Q2 2026, buying an estimated $50.3K and bringing the position to 3,074 shares worth $340K. The position accounts for 0.13% of the portfolio, ranked #126.

IVC Wealth Advisors first reported a position in ED in Q1 2021 and has held it in 22 quarters since. The position peaked at $350K in Q3 2024. 215 funds tracked by Wall St. Rank hold ED as of Q2 2026.

  • IVC Wealth Advisors held 3,074 shares of Consolidated Edison worth $340K as of Q2 2026.
  • IVC Wealth Advisors bought 463 Consolidated Edison shares in Q2 2026, an estimated $50.3K.
  • Consolidated Edison made up 0.13% of IVC Wealth Advisors's portfolio in Q2 2026, its #126 holding.
  • IVC Wealth Advisors first reported a position in Consolidated Edison in Q1 2021 and has held it in 22 quarters since.
  • IVC Wealth Advisors's Consolidated Edison position peaked at $350K in Q3 2024.
  • 215 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2026.

Based on IVC Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.