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Mowery & Schoenfeld Wealth Management’s Consolidated Edison ED Stock Holding History

Mowery & Schoenfeld 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 		– Sell
-8
Closed -$795 – 398
2025
Q4 		$795 Buy
+8
New +$794 ﹤0.01% 462
2025
Q1 		– Sell
-56
Closed -$5K – 492
2024
Q4 		$5K Buy
+56
New +$5.51K 0.01% 306

Other funds holding ED

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
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

Mowery & Schoenfeld Wealth Management's ED Position: Q1 2026 in Review

Mowery & Schoenfeld Wealth Management sold out of Consolidated Edison (ED) in Q1 2026, closing a stake of 8 shares — an estimated $795 sold.

Mowery & Schoenfeld Wealth Management first reported a position in ED in Q4 2024 and held it in 2 quarters. The position peaked at $5K in Q4 2024. 1,419 funds tracked by Wall St. Rank hold ED as of Q1 2026.

  • Mowery & Schoenfeld Wealth Management reported no remaining Consolidated Edison position as of Q1 2026 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 8 Consolidated Edison shares in Q1 2026, an estimated $795.
  • Mowery & Schoenfeld Wealth Management first reported a position in Consolidated Edison in Q4 2024 and held it in 2 quarters.
  • Mowery & Schoenfeld Wealth Management's Consolidated Edison position peaked at $5K in Q4 2024.
  • 1,419 funds tracked by Wall St. Rank held Consolidated Edison as of Q1 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.