WFA
ED icon

Wellspring Financial Advisors’s Consolidated Edison ED Stock Holding History

Wellspring Financial Advisors’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 		– Sell
-2,457
Closed -$244K – 292
2025
Q4 		$244K Buy
+2,457
New +$244K 0.02% 234

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 $147M AUM 25.76% 1-Year Est. Return

Wellspring Financial Advisors's ED Position: Q1 2026 in Review

Wellspring Financial Advisors sold out of Consolidated Edison (ED) in Q1 2026, closing a stake of 2,457 shares — an estimated $244K sold.

Wellspring Financial Advisors first reported a position in ED in Q4 2025 and held it in 1 quarter. The position peaked at $244K in Q4 2025. 1,415 funds tracked by Wall St. Rank hold ED as of Q1 2026.

  • Wellspring Financial Advisors reported no remaining Consolidated Edison position as of Q1 2026 after selling out during the quarter.
  • Wellspring Financial Advisors sold 2,457 Consolidated Edison shares in Q1 2026, an estimated $244K.
  • Wellspring Financial Advisors first reported a position in Consolidated Edison in Q4 2025 and held it in 1 quarter.
  • Wellspring Financial Advisors's Consolidated Edison position peaked at $244K in Q4 2025.
  • 1,415 funds tracked by Wall St. Rank held Consolidated Edison as of Q1 2026.

Based on Wellspring Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.