Wealthspan Partners’s Consolidated Edison ED Stock Holding History

Wealthspan 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	$261K	Buy	2,305 +6	+0.3%	+$650	0.09%	107
2025 Q4	$228K	Buy	2,299 +7	+0.3%	+$695	0.08%	113
2025 Q3	$230K	Buy	2,292 +6	+0.3%	+$602	0.09%	113
2025 Q2	$229K	Buy	2,286 +7	+0.3%	+$741	0.09%	106
2025 Q1	$252K	Buy	2,279 +6	+0.3%	+$588	0.12%	97
2024 Q4	$203K	Buy	2,273 +6	+0.3%	+$591	0.1%	105
2024 Q3	$236K	Buy	2,267 +6	+0.3%	+$593	0.12%	99
2024 Q2	$202K	Buy	2,261 +7	+0.3%	+$649	0.11%	100
2024 Q1	$205K	Buy	+2,254	New	+$202K	0.12%	96

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

Wealthspan Partners's ED Position: Q1 2026 in Review

Wealthspan Partners increased its Consolidated Edison (ED) stake by 0.26% in Q1 2026, buying an estimated $650 and bringing the position to 2,305 shares worth $261K. The position accounts for 0.09% of the portfolio, ranked #107.

Wealthspan Partners first reported a position in ED in Q1 2024 and has held it in 9 quarters since. 1,413 funds tracked by Wall St. Rank hold ED as of Q1 2026.

Wealthspan Partners held 2,305 shares of Consolidated Edison worth $261K as of Q1 2026.
Wealthspan Partners bought 6 Consolidated Edison shares in Q1 2026, an estimated $650.
Consolidated Edison made up 0.09% of Wealthspan Partners's portfolio in Q1 2026, its #107 holding.
Wealthspan Partners first reported a position in Consolidated Edison in Q1 2024 and has held it in 9 quarters since.
1,413 funds tracked by Wall St. Rank held Consolidated Edison as of Q1 2026.

Based on Wealthspan Partners's 13F filing for Q1 2026, filed 8 Apr 2026.