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 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 $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

DAM

Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

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

Jeppson Wealth Management reduced its Consolidated Edison (ED) stake by 5.1% in Q1 2026, selling an estimated $37.8K and leaving 6,431 shares worth $728K. The position accounts for 0.23% of the portfolio, ranked #94.

Jeppson Wealth Management first reported a position in ED in Q3 2020 and has held it in 17 quarters since. The position peaked at $831K in Q1 2025. 1,413 funds tracked by Wall St. Rank hold ED as of Q1 2026.

Jeppson Wealth Management held 6,431 shares of Consolidated Edison worth $728K as of Q1 2026.
Jeppson Wealth Management sold 349 Consolidated Edison shares in Q1 2026, an estimated $37.8K.
Consolidated Edison made up 0.23% of Jeppson Wealth Management's portfolio in Q1 2026, its #94 holding.
Jeppson Wealth Management first reported a position in Consolidated Edison in Q3 2020 and has held it in 17 quarters since.
Jeppson Wealth Management's Consolidated Edison position peaked at $831K in Q1 2025.
1,413 funds tracked by Wall St. Rank held Consolidated Edison as of Q1 2026.

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