Level Four Advisory Services’s Consolidated Edison ED Stock Holding History

Level Four Advisory Services’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	$626K	Buy	5,530 +30	+0.5%	+$3.25K	0.02%	534
2025 Q4	$546K	Buy	5,500 +109	+2%	+$10.8K	0.02%	548
2025 Q3	$542K	Buy	5,391 +74	+1%	+$7.42K	0.02%	533
2025 Q2	$534K	Sell	5,317 -90	-2%	-$9.53K	0.02%	503
2025 Q1	$598K	Buy	5,407 +357	+7%	+$35K	0.02%	462
2024 Q4	$451K	Buy	5,050 +45	+0.9%	+$4.43K	0.02%	523
2024 Q3	$509K	Buy	5,005 +5	+0.1%	+$495	0.02%	502
2024 Q2	$447K	Sell	5,000 -2,737	-35%	-$254K	0.02%	512
2024 Q1	$704K	Hold	7,737	–	–	0.04%	370
2023 Q4	$704K	Buy	7,737 +1,682	+28%	+$150K	0.04%	369
2023 Q3	$518K	Sell	6,055 -2,317	-28%	-$211K	0.03%	431
2023 Q2	$757K	Sell	8,372 -49	-0.6%	-$4.68K	0.05%	355
2023 Q1	$806K	Buy	8,421 +2,577	+44%	+$241K	0.05%	323
2022 Q4	$557K	Buy	5,844 +1,499	+34%	+$136K	0.04%	373
2022 Q3	$373K	Sell	4,345 -300	-6%	-$28.9K	0.04%	377
2022 Q2	$442K	Sell	4,645 -53	-1%	-$5.05K	0.04%	359
2022 Q1	$445K	Buy	4,698 +184	+4%	+$15.9K	0.03%	425
2021 Q4	$385K	Buy	4,514 +208	+5%	+$16.3K	0.03%	460
2021 Q3	$313K	Buy	4,306 +407	+10%	+$30.4K	0.03%	381
2021 Q2	$280K	Sell	3,899 -207	-5%	-$15.9K	0.02%	544
2021 Q1	$307K	Hold	4,106	–	–	0.02%	503
2020 Q4	$297K	Sell	4,106 -1,015	-20%	-$78.8K	0.02%	469
2020 Q3	$398K	Buy	5,121 +697	+16%	+$51.4K	0.03%	388
2020 Q2	$320K	Buy	4,424 +922	+26%	+$70.8K	0.02%	442
2020 Q1	$272K	Sell	3,502 -963	-22%	-$84.4K	0.03%	405
2019 Q4	$406K	Sell	4,465 -2,115	-32%	-$189K	0.02%	410
2019 Q3	$622K	Buy	6,580 +1,247	+23%	+$111K	0.06%	289
2019 Q2	$468K	Sell	5,333 -9	-0.2%	-$775	0.05%	334
2019 Q1	$453K	Sell	5,342 -827	-13%	-$66.1K	0.05%	334
2018 Q4	$472K	Buy	6,169 +19	+0.3%	+$1.49K	0.06%	306
2018 Q3	$469K	Sell	6,150 -118	-2%	-$9.3K	0.05%	355
2018 Q2	$489K	Buy	6,268 +886	+16%	+$67.7K	0.04%	390
2018 Q1	$420K	Buy	5,382 +886	+20%	+$68.9K	0.03%	380
2017 Q4	$382K	Buy	4,496 +899	+25%	+$77.2K	0.03%	403
2017 Q3	$290K	Sell	3,597 -38	-1%	-$3.15K	0.03%	419
2017 Q2	$285K	Sell	3,635 -55	-1%	-$4.45K	0.04%	382
2017 Q1	$290K	Buy	3,690 +143	+4%	+$10.7K	0.03%	423
2016 Q4	$261K	Buy	+3,547	New	+$256K	0.03%	393

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

Level Four Advisory Services's ED Position: Q1 2026 in Review

Level Four Advisory Services increased its Consolidated Edison (ED) stake by 0.55% in Q1 2026, buying an estimated $3.25K and bringing the position to 5,530 shares worth $626K. The position accounts for 0.02% of the portfolio, ranked #534.

Level Four Advisory Services first reported a position in ED in Q4 2016 and has held it in 38 quarters since. The position peaked at $806K in Q1 2023. 1,413 funds tracked by Wall St. Rank hold ED as of Q1 2026.

Level Four Advisory Services held 5,530 shares of Consolidated Edison worth $626K as of Q1 2026.
Level Four Advisory Services bought 30 Consolidated Edison shares in Q1 2026, an estimated $3.25K.
Consolidated Edison made up 0.02% of Level Four Advisory Services's portfolio in Q1 2026, its #534 holding.
Level Four Advisory Services first reported a position in Consolidated Edison in Q4 2016 and has held it in 38 quarters since.
Level Four Advisory Services's Consolidated Edison position peaked at $806K in Q1 2023.
1,413 funds tracked by Wall St. Rank held Consolidated Edison as of Q1 2026.

Based on Level Four Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.