Long Island Wealth Management’s Consolidated Edison ED Stock Holding History

Long Island 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	$338K	Buy	2,989 +5	+0.2%	+$541	0.16%	67
2025 Q4	$296K	Hold	2,984	–	–	0.14%	72
2025 Q3	$300K	Hold	2,984	–	–	0.15%	69
2025 Q2	$299K	Hold	2,984	–	–	0.16%	69
2025 Q1	$330K	Sell	2,984 -23,957	-89%	-$2.35M	0.2%	63
2024 Q4	$2.4M	Buy	26,941 +1	+0%	+$98	1.5%	19
2024 Q3	$2.81M	Buy	26,940 +23	+0.1%	+$2.27K	1.84%	18
2024 Q2	$2.41M	Hold	26,917	–	–	1.7%	19
2024 Q1	$2.44M	Hold	26,917	–	–	1.73%	19
2023 Q4	$2.45M	Buy	+26,917	New	+$2.4M	1.75%	16

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 $147M AUM 25.76% 1-Year Est. Return

Long Island Wealth Management's ED Position: Q1 2026 in Review

Long Island Wealth Management increased its Consolidated Edison (ED) stake by 0.17% in Q1 2026, buying an estimated $541 and bringing the position to 2,989 shares worth $338K. The position accounts for 0.16% of the portfolio, ranked #67.

Long Island Wealth Management first reported a position in ED in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.81M in Q3 2024. 1,415 funds tracked by Wall St. Rank hold ED as of Q1 2026.

Long Island Wealth Management held 2,989 shares of Consolidated Edison worth $338K as of Q1 2026.
Long Island Wealth Management bought 5 Consolidated Edison shares in Q1 2026, an estimated $541.
Consolidated Edison made up 0.16% of Long Island Wealth Management's portfolio in Q1 2026, its #67 holding.
Long Island Wealth Management first reported a position in Consolidated Edison in Q4 2023 and has held it in 10 quarters since.
Long Island Wealth Management's Consolidated Edison position peaked at $2.81M in Q3 2024.
1,415 funds tracked by Wall St. Rank held Consolidated Edison as of Q1 2026.

Based on Long Island Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.