LVM Capital Management’s Consolidated Edison ED Stock Holding History

LVM Capital 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
2025 Q3	–	Sell	-4,992	Closed	-$501K	–	164
2025 Q2	$501K	Buy	+4,992	New	+$528K	0.05%	116

Other funds holding ED

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LVM Capital Management's ED Position: Q3 2025 in Review

LVM Capital Management sold out of Consolidated Edison (ED) in Q3 2025, closing a stake of 4,992 shares — an estimated $501K sold.

LVM Capital Management first reported a position in ED in Q2 2025 and held it in 1 quarter. The position peaked at $501K in Q2 2025. 1,305 funds tracked by Wall St. Rank hold ED as of Q3 2025.

LVM Capital Management reported no remaining Consolidated Edison position as of Q3 2025 after selling out during the quarter.
LVM Capital Management sold 4,992 Consolidated Edison shares in Q3 2025, an estimated $501K.
LVM Capital Management first reported a position in Consolidated Edison in Q2 2025 and held it in 1 quarter.
LVM Capital Management's Consolidated Edison position peaked at $501K in Q2 2025.
1,305 funds tracked by Wall St. Rank held Consolidated Edison as of Q3 2025.

Based on LVM Capital Management's 13F filing for Q3 2025, filed 9 Oct 2025.