SFP
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Shepherd Financial Partners’s Consolidated Edison ED Stock Holding History

Shepherd Financial 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 		$1.71M Buy
15,087
+40
+0.3% +$4.33K 0.16% 84
2025
Q4 		$1.49M Buy
15,047
+318
+2% +$31.6K 0.14% 95
2025
Q3 		$1.48M Buy
14,729
+235
+2% +$23.6K 0.14% 96
2025
Q2 		$1.45M Buy
14,494
+646
+5% +$68.4K 0.15% 91
2025
Q1 		$1.53M Buy
13,848
+210
+2% +$20.6K 0.18% 87
2024
Q4 		$1.22M Buy
13,638
+42
+0.3% +$4.14K 0.15% 86
2024
Q3 		$1.42M Buy
13,596
+722
+6% +$71.4K 0.17% 77
2024
Q2 		$1.15M Buy
12,874
+151
+1% +$14K 0.15% 89
2024
Q1 		$1.16M Buy
12,723
+400
+3% +$35.9K 0.15% 93
2023
Q4 		$1.12M Buy
12,323
+253
+2% +$22.6K 0.16% 90
2023
Q3 		$1.03M Buy
12,070
+295
+3% +$26.9K 0.16% 85
2023
Q2 		$1.06M Buy
11,775
+381
+3% +$36.4K 0.17% 85
2023
Q1 		$1.09M Sell
11,394
-364
-3% -$34.1K 0.18% 80
2022
Q4 		$1.12M Buy
11,758
+2,574
+28% +$234K 0.2% 74
2022
Q3 		$788K Buy
9,184
+116
+1% +$11.2K 0.15% 92
2022
Q2 		$862K Buy
9,068
+51
+0.6% +$4.86K 0.17% 85
2022
Q1 		$851K Sell
9,017
-17,155
-66% -$1.48M 0.15% 95
2021
Q4 		$2.23M Buy
26,172
+401
+2% +$31.5K 0.39% 49
2021
Q3 		$1.87M Sell
25,771
-145
-0.6% -$10.8K 0.36% 56
2021
Q2 		$1.86M Buy
25,916
+927
+4% +$71.2K 0.35% 61
2021
Q1 		$1.87M Buy
24,989
+638
+3% +$44.9K 0.41% 51
2020
Q4 		$1.76M Sell
24,351
-4,023
-14% -$313K 0.4% 56
2020
Q3 		$2.21M Buy
28,374
+1,148
+4% +$84.7K 0.52% 30
2020
Q2 		$1.96M Buy
27,226
+6,480
+31% +$498K 0.53% 28
2020
Q1 		$1.62M Buy
20,746
+2,355
+13% +$207K 0.56% 32
2019
Q4 		$1.66M Buy
18,391
+434
+2% +$38.9K 0.39% 48
2019
Q3 		$1.69M Buy
17,957
+11
+0.1% +$977 0.42% 41
2019
Q2 		$1.57M Sell
17,946
-489
-3% -$42.1K 0.3% 47
2019
Q1 		$1.56M Buy
18,435
+3,540
+24% +$283K 0.3% 46
2018
Q4 		$1.14M Buy
14,895
+586
+4% +$45.8K 0.25% 50
2018
Q3 		$1.12M Hold
14,309
– – 0.25% 57
2018
Q2 		$1.12M Sell
14,309
-632
-4% -$48.3K 0.25% 57
2018
Q1 		$1.17M Sell
14,941
-1,651
-10% -$128K 0.29% 47
2017
Q4 		$1.41M Sell
16,592
-2,091
-11% -$180K 0.33% 45
2017
Q3 		$1.52M Buy
18,683
+43
+0.2% +$3.56K 0.35% 45
2017
Q2 		$1.5M Sell
18,640
-1,534
-8% -$124K 0.37% 46
2017
Q1 		$1.58M Buy
20,174
+1,618
+9% +$122K 0.41% 44
2016
Q4 		$1.36M Buy
+18,556
New +$1.34M 0.39% 48

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

Shepherd Financial Partners's ED Position: Q1 2026 in Review

Shepherd Financial Partners increased its Consolidated Edison (ED) stake by 0.27% in Q1 2026, buying an estimated $4.33K and bringing the position to 15,087 shares worth $1.71M. The position accounts for 0.16% of the portfolio, ranked #84.

Shepherd Financial Partners first reported a position in ED in Q4 2016 and has held it in 38 quarters since. The position peaked at $2.23M in Q4 2021. 1,413 funds tracked by Wall St. Rank hold ED as of Q1 2026.

  • Shepherd Financial Partners held 15,087 shares of Consolidated Edison worth $1.71M as of Q1 2026.
  • Shepherd Financial Partners bought 40 Consolidated Edison shares in Q1 2026, an estimated $4.33K.
  • Consolidated Edison made up 0.16% of Shepherd Financial Partners's portfolio in Q1 2026, its #84 holding.
  • Shepherd Financial Partners first reported a position in Consolidated Edison in Q4 2016 and has held it in 38 quarters since.
  • Shepherd Financial Partners's Consolidated Edison position peaked at $2.23M in Q4 2021.
  • 1,413 funds tracked by Wall St. Rank held Consolidated Edison as of Q1 2026.

Based on Shepherd Financial Partners's 13F filing for Q1 2026, filed 11 May 2026.