Kapstone Financial Advisors’s Consolidated Edison ED Stock Holding History

Kapstone Financial 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 Q1	$239K	Hold	2,111	–	–	0.12%	121
2025 Q4	$210K	Hold	2,111	–	–	0.1%	118
2025 Q3	$212K	Hold	2,111	–	–	0.1%	108
2025 Q2	$212K	Hold	2,111	–	–	0.11%	105
2025 Q1	$233K	Buy	+2,111	New	+$207K	0.13%	91
2024 Q4	–	Sell	-2,111	Closed	-$220K	–	116
2024 Q3	$220K	Buy	+2,111	New	+$209K	0.13%	97
2023 Q2	–	Sell	-2,111	Closed	-$207K	–	102
2023 Q1	$207K	Hold	2,111	–	–	0.19%	86
2022 Q4	$201K	Buy	+2,111	New	+$192K	0.18%	97

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

Kapstone Financial Advisors's ED Position: Q1 2026 in Review

Kapstone Financial Advisors held its Consolidated Edison (ED) position steady in Q1 2026 at 2,111 shares worth $239K. The position accounts for 0.12% of the portfolio, ranked #121.

Kapstone Financial Advisors first reported a position in ED in Q4 2022 and has held it in 8 quarters since. 1,413 funds tracked by Wall St. Rank hold ED as of Q1 2026.

Kapstone Financial Advisors held 2,111 shares of Consolidated Edison worth $239K as of Q1 2026.
Kapstone Financial Advisors left its Consolidated Edison share count unchanged in Q1 2026.
Consolidated Edison made up 0.12% of Kapstone Financial Advisors's portfolio in Q1 2026, its #121 holding.
Kapstone Financial Advisors first reported a position in Consolidated Edison in Q4 2022 and has held it in 8 quarters since.
1,413 funds tracked by Wall St. Rank held Consolidated Edison as of Q1 2026.

Based on Kapstone Financial Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.