Jeppson Wealth Management’s Consolidated Edison ED Stock Holding History

Jeppson 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	$711K	Hold	6,431	–	–	0.21%	107
2026 Q1	$728K	Sell	6,431 -349	-5%	-$37.8K	0.23%	94
2025 Q4	$673K	Sell	6,780 -310	-4%	-$30.8K	0.21%	100
2025 Q3	$713K	Sell	7,090 -100	-1%	-$10K	0.23%	95
2025 Q2	$722K	Sell	7,190 -326	-4%	-$34.5K	0.25%	90
2025 Q1	$831K	Hold	7,516	–	–	0.3%	83
2024 Q4	$671K	Sell	7,516 -200	-3%	-$19.7K	0.24%	93
2024 Q3	$803K	Hold	7,716	–	–	0.29%	84
2024 Q2	$690K	Hold	7,716	–	–	0.26%	89
2024 Q1	$701K	Hold	7,716	–	–	0.27%	87
2023 Q4	$702K	Buy	7,716 +125	+2%	+$11.2K	0.29%	84
2023 Q3	$649K	Sell	7,591 -162	-2%	-$14.8K	0.3%	85
2023 Q2	$701K	Sell	7,753 -163	-2%	-$15.6K	0.31%	85
2023 Q1	$757K	Hold	7,916	–	–	0.33%	73
2022 Q4	$754K	Buy	7,916 +315	+4%	+$28.7K	0.32%	70
2022 Q3	$652K	Hold	7,601	–	–	0.3%	75
2022 Q2	$723K	Buy	+7,601	New	+$724K	0.31%	74
2020 Q4	–	Sell	-75	Closed	-$6K	–	217
2020 Q3	$6K	Buy	+75	New	+$5.54K	﹤0.01%	438

Other funds holding ED

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Jeppson Wealth Management's ED Position: Q2 2026 in Review

Jeppson Wealth Management held its Consolidated Edison (ED) position steady in Q2 2026 at 6,431 shares worth $711K. The position accounts for 0.21% of the portfolio, ranked #107.

Jeppson Wealth Management first reported a position in ED in Q3 2020 and has held it in 18 quarters since. The position peaked at $831K in Q1 2025. 1,435 funds tracked by Wall St. Rank hold ED as of Q2 2026.

Jeppson Wealth Management held 6,431 shares of Consolidated Edison worth $711K as of Q2 2026.
Jeppson Wealth Management left its Consolidated Edison share count unchanged in Q2 2026.
Consolidated Edison made up 0.21% of Jeppson Wealth Management's portfolio in Q2 2026, its #107 holding.
Jeppson Wealth Management first reported a position in Consolidated Edison in Q3 2020 and has held it in 18 quarters since.
Jeppson Wealth Management's Consolidated Edison position peaked at $831K in Q1 2025.
1,435 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2026.

Based on Jeppson Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.