SWM
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SHP Wealth Management’s Consolidated Edison ED Stock Holding History

SHP 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 		$131K Buy
1,155
+76
+7% +$8.23K 0.01% 339
2025
Q4 		$107K Buy
+1,079
New +$107K 0.01% 336

Other funds holding ED

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $344B AUM 42.99% 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 $147M AUM 25.76% 1-Year Est. Return

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

SHP Wealth Management increased its Consolidated Edison (ED) stake by 7% in Q1 2026, buying an estimated $8.23K and bringing the position to 1,155 shares worth $131K. The position accounts for 0.01% of the portfolio, ranked #339.

SHP Wealth Management first reported a position in ED in Q4 2025 and has held it in 2 quarters since. 1,419 funds tracked by Wall St. Rank hold ED as of Q1 2026.

  • SHP Wealth Management held 1,155 shares of Consolidated Edison worth $131K as of Q1 2026.
  • SHP Wealth Management bought 76 Consolidated Edison shares in Q1 2026, an estimated $8.23K.
  • Consolidated Edison made up 0.01% of SHP Wealth Management's portfolio in Q1 2026, its #339 holding.
  • SHP Wealth Management first reported a position in Consolidated Edison in Q4 2025 and has held it in 2 quarters since.
  • 1,419 funds tracked by Wall St. Rank held Consolidated Edison as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.