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Perigon Wealth Management’s Consolidated Edison ED Stock Holding History

Perigon 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 		$1.44M Buy
12,744
+449
+4% +$48.6K 0.03% 442
2025
Q4 		$1.22M Buy
12,295
+4,763
+63% +$473K 0.02% 485
2025
Q3 		$757K Buy
7,532
+1,124
+18% +$113K 0.02% 593
2025
Q2 		$643K Buy
6,408
+457
+8% +$48.4K 0.02% 605
2025
Q1 		$658K Buy
5,951
+68
+1% +$6.67K 0.02% 560
2024
Q4 		$543K Buy
5,883
+553
+10% +$54.5K 0.01% 617
2024
Q3 		$555K Sell
5,330
-71
-1% -$7.02K 0.01% 588
2024
Q2 		$483K Buy
5,401
+262
+5% +$24.3K 0.01% 541
2024
Q1 		$467K Buy
5,139
+432
+9% +$38.7K 0.01% 554
2023
Q4 		$428K Buy
4,707
+243
+5% +$21.7K 0.01% 547
2023
Q3 		$382K Sell
4,464
-412
-8% -$37.5K 0.02% 517
2023
Q2 		$441K Buy
4,876
+1,376
+39% +$132K 0.02% 491
2023
Q1 		$335K Buy
3,500
+238
+7% +$22.3K 0.02% 508
2022
Q4 		$311K Sell
3,262
-522
-14% -$47.5K 0.02% 519
2022
Q3 		$325K Buy
3,784
+415
+12% +$40K 0.03% 409
2022
Q2 		$320K Buy
3,369
+417
+14% +$39.7K 0.03% 421
2022
Q1 		$280K Sell
2,952
-3,189
-52% -$276K 0.02% 480
2021
Q4 		$524K Buy
6,141
+80
+1% +$6.29K 0.04% 335
2021
Q3 		$440K Sell
6,061
-1,786
-23% -$133K 0.04% 331
2021
Q2 		$563K Buy
7,847
+97
+1% +$7.45K 0.05% 285
2021
Q1 		$580K Buy
7,750
+421
+6% +$29.6K 0.06% 260
2020
Q4 		$530K Sell
7,329
-683
-9% -$53.1K 0.06% 238
2020
Q3 		$623K Sell
8,012
-22
-0.3% -$1.62K 0.09% 187
2020
Q2 		$578K Sell
8,034
-134
-2% -$10.3K 0.09% 178
2020
Q1 		$718K Buy
8,168
+4,437
+119% +$389K 0.13% 127
2019
Q4 		$330K Buy
3,731
+48
+1% +$4.3K 0.07% 183
2019
Q3 		$334K Buy
3,683
+56
+2% +$4.97K 0.08% 161
2019
Q2 		$318K Buy
3,627
+32
+0.9% +$2.76K 0.07% 166
2019
Q1 		$304K Sell
3,595
-400
-10% -$32K 0.07% 159
2018
Q4 		$304K Buy
3,995
+900
+29% +$70.4K 0.08% 162
2018
Q3 		$236K Hold
3,095
– – 0.06% 214
2018
Q2 		$241K Hold
3,095
– – 0.07% 212
2018
Q1 		$241K Sell
3,095
-40
-1% -$3.11K 0.09% 150
2017
Q4 		$266K Sell
3,135
-1,000
-24% -$85.9K 0.1% 117
2017
Q3 		$334K Hold
4,135
– – 0.11% 144
2017
Q2 		$334K Hold
4,135
– – 0.07% 198
2017
Q1 		$321K Sell
4,135
-1,400
-25% -$105K 0.07% 213
2016
Q4 		$428K Sell
5,535
-1,000
-15% -$72.3K 0.09% 188
2016
Q3 		$492K Buy
6,535
+135
+2% +$10.5K 0.13% 150
2016
Q2 		$515K Hold
6,400
– – 0.14% 141
2016
Q1 		$490K Hold
6,400
– – 0.15% 108
2015
Q4 		$411K Hold
6,400
– – 0.11% 154
2015
Q3 		$428K Hold
6,400
– – 0.13% 144
2015
Q2 		$370K Buy
6,400
+2,000
+45% +$121K 0.1% 167
2015
Q1 		$268K Hold
4,400
– – 0.07% 192
2014
Q4 		$290K Hold
4,400
– – 0.09% 172
2014
Q3 		$249K Hold
4,400
– – 0.07% 177
2014
Q2 		$254K Hold
4,400
– – 0.07% 169
2014
Q1 		$236K Hold
4,400
– – 0.13% 120
2013
Q4 		$243K Buy
+4,400
New +$248K 0.13% 116

Other funds holding ED

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
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 $303B AUM 30.15% 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 $137B AUM 18.02% 1-Year Est. Return

Perigon Wealth Management's ED Position: Q1 2026 in Review

Perigon Wealth Management increased its Consolidated Edison (ED) stake by 3.7% in Q1 2026, buying an estimated $48.6K and bringing the position to 12,744 shares worth $1.44M. The position accounts for 0.03% of the portfolio, ranked #442.

Perigon Wealth Management first reported a position in ED in Q4 2013 and has held it in 50 quarters since. 1,413 funds tracked by Wall St. Rank hold ED as of Q1 2026.

  • Perigon Wealth Management held 12,744 shares of Consolidated Edison worth $1.44M as of Q1 2026.
  • Perigon Wealth Management bought 449 Consolidated Edison shares in Q1 2026, an estimated $48.6K.
  • Consolidated Edison made up 0.03% of Perigon Wealth Management's portfolio in Q1 2026, its #442 holding.
  • Perigon Wealth Management first reported a position in Consolidated Edison in Q4 2013 and has held it in 50 quarters since.
  • 1,413 funds tracked by Wall St. Rank held Consolidated Edison as of Q1 2026.

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