PBMares Wealth Management’s Consolidated Edison ED Stock Holding History

PBMares 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
2025 Q3	$201K	Hold	2,000	–	–	0.03%	192
2025 Q2	$201K	Hold	2,000	–	–	0.04%	183
2025 Q1	$221K	Buy	+2,000	New	+$196K	0.04%	180
2024 Q4	–	Sell	-2,000	Closed	-$208K	–	196
2024 Q3	$208K	Buy	+2,000	New	+$198K	0.04%	185
2023 Q2	–	Sell	-2,100	Closed	-$201K	–	168
2023 Q1	$201K	Hold	2,100	–	–	0.07%	167
2022 Q4	$200K	Buy	+2,100	New	+$191K	0.08%	161
2020 Q1	–	Sell	-2,242	Closed	-$203K	–	115
2019 Q4	$203K	Buy	+2,242	New	+$201K	0.24%	118

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

PBMares Wealth Management's ED Position: Q3 2025 in Review

PBMares Wealth Management held its Consolidated Edison (ED) position steady in Q3 2025 at 2,000 shares worth $201K. The position accounts for 0.03% of the portfolio, ranked #192.

PBMares Wealth Management first reported a position in ED in Q4 2019 and has held it in 7 quarters since. The position peaked at $221K in Q1 2025. 1,305 funds tracked by Wall St. Rank hold ED as of Q3 2025.

PBMares Wealth Management held 2,000 shares of Consolidated Edison worth $201K as of Q3 2025.
PBMares Wealth Management left its Consolidated Edison share count unchanged in Q3 2025.
Consolidated Edison made up 0.03% of PBMares Wealth Management's portfolio in Q3 2025, its #192 holding.
PBMares Wealth Management first reported a position in Consolidated Edison in Q4 2019 and has held it in 7 quarters since.
PBMares Wealth Management's Consolidated Edison position peaked at $221K in Q1 2025.
1,305 funds tracked by Wall St. Rank held Consolidated Edison as of Q3 2025.

Based on PBMares Wealth Management's 13F filing for Q3 2025, filed 27 Oct 2025.