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Jamison Private Wealth Management’s Consolidated Edison ED Stock Holding History

Jamison Private 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
Q2 		$720K Sell
6,510
-359
-5% -$39K 0.07% 137
2026
Q1 		$777K Buy
6,869
+10
+0.1% +$1.08K 0.09% 128
2025
Q4 		$681K Sell
6,859
-51
-0.7% -$5.06K 0.08% 133
2025
Q3 		$695K Sell
6,910
-305
-4% -$30.6K 0.09% 136
2025
Q2 		$724K Sell
7,215
-40
-0.6% -$4.24K 0.1% 121
2025
Q1 		$802K Sell
7,255
-62
-0.8% -$6.08K 0.12% 114
2024
Q4 		$653K Sell
7,317
-297
-4% -$29.2K 0.1% 125
2024
Q3 		$793K Sell
7,614
-29
-0.4% -$2.87K 0.12% 113
2024
Q2 		$683K Sell
7,643
-38
-0.5% -$3.52K 0.11% 111
2024
Q1 		$697K Buy
7,681
+92
+1% +$8.25K 0.12% 116
2023
Q4 		$690K Buy
7,589
+256
+3% +$22.9K 0.13% 111
2023
Q3 		$627K Buy
+7,333
New +$668K 0.13% 109

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jamison Private Wealth Management's ED Position: Q2 2026 in Review

Jamison Private Wealth Management reduced its Consolidated Edison (ED) stake by 5.2% in Q2 2026, selling an estimated $39K and leaving 6,510 shares worth $720K. The position accounts for 0.07% of the portfolio, ranked #137.

Jamison Private Wealth Management first reported a position in ED in Q3 2023 and has held it in 12 quarters since. The position peaked at $802K in Q1 2025. 1,423 funds tracked by Wall St. Rank hold ED as of Q2 2026.

  • Jamison Private Wealth Management held 6,510 shares of Consolidated Edison worth $720K as of Q2 2026.
  • Jamison Private Wealth Management sold 359 Consolidated Edison shares in Q2 2026, an estimated $39K.
  • Consolidated Edison made up 0.07% of Jamison Private Wealth Management's portfolio in Q2 2026, its #137 holding.
  • Jamison Private Wealth Management first reported a position in Consolidated Edison in Q3 2023 and has held it in 12 quarters since.
  • Jamison Private Wealth Management's Consolidated Edison position peaked at $802K in Q1 2025.
  • 1,423 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2026.

Based on Jamison Private Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.