Perfromance Wealth Partners’s Consolidated Edison ED Stock Holding History

Perfromance Wealth Partners’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	$263K	Hold	2,320	–	–	0.01%	174
2025 Q4	$230K	Hold	2,320	–	–	0.01%	185
2025 Q3	$233K	Sell	2,320 -250	-10%	-$25.1K	0.01%	183
2025 Q2	$258K	Sell	2,570 -6	-0.2%	-$635	0.01%	159
2025 Q1	$285K	Buy	2,576 +6	+0.2%	+$588	0.01%	137
2024 Q4	$229K	Hold	2,570	–	–	0.01%	163
2024 Q3	$268K	Hold	2,570	–	–	0.01%	157
2024 Q2	$230K	Hold	2,570	–	–	0.01%	144
2024 Q1	$233K	Hold	2,570	–	–	0.01%	141
2023 Q4	$234K	Hold	2,570	–	–	0.01%	146
2023 Q3	$220K	Hold	2,570	–	–	0.01%	153
2023 Q2	$239K	Buy	+2,570	New	+$246K	0.01%	162

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

Perfromance Wealth Partners's ED Position: Q1 2026 in Review

Perfromance Wealth Partners held its Consolidated Edison (ED) position steady in Q1 2026 at 2,320 shares worth $263K. The position accounts for 0.01% of the portfolio, ranked #174.

Perfromance Wealth Partners first reported a position in ED in Q2 2023 and has held it in 12 quarters since. The position peaked at $285K in Q1 2025. 1,413 funds tracked by Wall St. Rank hold ED as of Q1 2026.

Perfromance Wealth Partners held 2,320 shares of Consolidated Edison worth $263K as of Q1 2026.
Perfromance Wealth Partners left its Consolidated Edison share count unchanged in Q1 2026.
Consolidated Edison made up 0.01% of Perfromance Wealth Partners's portfolio in Q1 2026, its #174 holding.
Perfromance Wealth Partners first reported a position in Consolidated Edison in Q2 2023 and has held it in 12 quarters since.
Perfromance Wealth Partners's Consolidated Edison position peaked at $285K in Q1 2025.
1,413 funds tracked by Wall St. Rank held Consolidated Edison as of Q1 2026.

Based on Perfromance Wealth Partners's 13F filing for Q1 2026, filed 10 Apr 2026.