Journey Strategic Wealth’s Consolidated Edison ED Stock Holding History

Journey Strategic Wealth’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	$992K	Buy	8,765 +1,588	+22%	+$172K	0.02%	185
2025 Q4	$713K	Buy	7,177 +2,358	+49%	+$234K	0.02%	234
2025 Q3	$484K	Sell	4,819 -1,220	-20%	-$122K	0.01%	305
2025 Q2	$606K	Buy	6,039 +1,993	+49%	+$211K	0.02%	251
2025 Q1	$447K	Sell	4,046 -207	-5%	-$20.3K	0.02%	244
2024 Q4	$379K	Sell	4,253 -68	-2%	-$6.7K	0.01%	283
2024 Q3	$450K	Buy	4,321 +1,639	+61%	+$162K	0.02%	238
2024 Q2	$240K	Buy	+2,682	New	+$249K	0.01%	309
2023 Q2	–	Sell	-2,847	Closed	-$272K	–	220
2023 Q1	$272K	Buy	+2,847	New	+$267K	0.03%	172

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

Journey Strategic Wealth's ED Position: Q1 2026 in Review

Journey Strategic Wealth increased its Consolidated Edison (ED) stake by 22% in Q1 2026, buying an estimated $172K and bringing the position to 8,765 shares worth $992K. The position accounts for 0.02% of the portfolio, ranked #185.

Journey Strategic Wealth first reported a position in ED in Q1 2023 and has held it in 9 quarters since. 1,413 funds tracked by Wall St. Rank hold ED as of Q1 2026.

Journey Strategic Wealth held 8,765 shares of Consolidated Edison worth $992K as of Q1 2026.
Journey Strategic Wealth bought 1,588 Consolidated Edison shares in Q1 2026, an estimated $172K.
Consolidated Edison made up 0.02% of Journey Strategic Wealth's portfolio in Q1 2026, its #185 holding.
Journey Strategic Wealth first reported a position in Consolidated Edison in Q1 2023 and has held it in 9 quarters since.
1,413 funds tracked by Wall St. Rank held Consolidated Edison as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.