Omnia Family Wealth’s Consolidated Edison ED Stock Holding History

Omnia Family Wealth’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	-7,493	Closed	-$744K	–	99
2025 Q4	$744K	Sell	7,493 -53	-0.7%	-$5.26K	0.22%	35
2025 Q3	$759K	Sell	7,546 -61	-0.8%	-$6.12K	0.25%	35
2025 Q2	$763K	Sell	7,607 -22	-0.3%	-$2.33K	0.28%	34
2025 Q1	$844K	Buy	7,629 +175	+2%	+$17.2K	0.35%	28
2024 Q4	$665K	Buy	7,454 +17	+0.2%	+$1.67K	0.27%	34
2024 Q3	$774K	Buy	7,437 +12	+0.2%	+$1.19K	0.33%	32
2024 Q2	$664K	Sell	7,425 -12	-0.2%	-$1.11K	0.28%	36
2024 Q1	$675K	Buy	7,437 +12	+0.2%	+$1.08K	0.32%	34
2023 Q4	$675K	Hold	7,425	–	–	0.35%	31
2023 Q3	$635K	Hold	7,425	–	–	0.39%	29
2023 Q2	$671K	Hold	7,425	–	–	0.46%	27
2023 Q1	$710K	Hold	7,425	–	–	0.55%	24
2022 Q4	$708K	Hold	7,425	–	–	0.57%	21
2022 Q3	$637K	Hold	7,425	–	–	0.52%	22
2022 Q2	$706K	Hold	7,425	–	–	0.52%	26
2022 Q1	$703K	Hold	7,425	–	–	0.47%	30
2021 Q4	$634K	Hold	7,425	–	–	0.39%	33
2021 Q3	$539K	Sell	7,425 -28	-0.4%	-$2.09K	0.37%	35
2021 Q2	$535K	Hold	7,453	–	–	0.34%	33
2021 Q1	$557K	Sell	7,453 -500	-6%	-$35.2K	0.41%	29
2020 Q4	$575K	Sell	7,953 -100	-1%	-$7.77K	0.52%	34
2020 Q3	$627K	Sell	8,053 -1,800	-18%	-$133K	0.6%	30
2020 Q2	$709K	Hold	9,853	–	–	0.69%	24
2020 Q1	$769K	Buy	9,853 +100	+1%	+$8.77K	0.8%	23
2019 Q4	$882K	Hold	9,753	–	–	0.4%	34
2019 Q3	$921K	Hold	9,753	–	–	0.67%	24
2019 Q2	$855K	Hold	9,753	–	–	0.43%	29
2019 Q1	$827K	Hold	9,753	–	–	0.41%	29
2018 Q4	$746K	Buy	9,753 +28	+0.3%	+$2.19K	0.4%	32
2018 Q3	$741K	Hold	9,725	–	–	0.34%	34
2018 Q2	$758K	Buy	9,725 +500	+5%	+$38.2K	0.35%	32
2018 Q1	$719K	Hold	9,225	–	–	0.33%	31
2017 Q4	$784K	Hold	9,225	–	–	0.36%	29
2017 Q3	$744K	Sell	9,225 -121	-1%	-$10K	0.36%	28
2017 Q2	$755K	Hold	9,346	–	–	0.36%	27
2017 Q1	$726K	Sell	9,346 -838	-8%	-$63K	0.35%	29
2016 Q4	$750K	Buy	+10,184	New	+$736K	0.37%	29

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

Omnia Family Wealth's ED Position: Q1 2026 in Review

Omnia Family Wealth sold out of Consolidated Edison (ED) in Q1 2026, closing a stake of 7,493 shares — an estimated $744K sold.

Omnia Family Wealth first reported a position in ED in Q4 2016 and held it in 37 quarters. The position peaked at $921K in Q3 2019. 1,415 funds tracked by Wall St. Rank hold ED as of Q1 2026.

Omnia Family Wealth reported no remaining Consolidated Edison position as of Q1 2026 after selling out during the quarter.
Omnia Family Wealth sold 7,493 Consolidated Edison shares in Q1 2026, an estimated $744K.
Omnia Family Wealth first reported a position in Consolidated Edison in Q4 2016 and held it in 37 quarters.
Omnia Family Wealth's Consolidated Edison position peaked at $921K in Q3 2019.
1,415 funds tracked by Wall St. Rank held Consolidated Edison as of Q1 2026.

Based on Omnia Family Wealth's 13F filing for Q1 2026, filed 7 May 2026.