ED CONSOLIDATED EDISON INC

Ownership history in David J Yvars Group  ·  22 quarters on record

AI Ownership Summary

David J Yvars Group reported CONSOLIDATED EDISON INC (ED) in 22 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.69% in 2025 Q1. The latest visible filing shows ED at 0.50% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ED ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was David J Yvars Group's position in CONSOLIDATED EDISON INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

ED was reported at 0.50% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.69% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How David J Yvars Group held ED — position size vs. price
% of Fund (quarterly)    ED price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 7,841 -174 -2.2% 0.50% $887K 2026-04-08 $113.57
2025 Q4 ADDED 8,015 +113 +1.4% 0.42% $796K 2026-01-12 $98.06
2025 Q3 ADDED 7,902 +12 +0.2% 0.43% $794K 2025-10-27 $98.62
2025 Q2 UNCHANGED 7,890 0% 0.46% $792K 2025-07-09 $97.57
2025 Q1 ADDED 7,890 +11 +0.1% 0.69% $872K 2025-04-17 $108.48
2024 Q4 REDUCED 7,879 -758 -8.8% 0.43% $703K 2025-01-14 $85.72
2024 Q3 ADDED 8,637 +11 +0.1% 0.56% $899K 2024-10-31 $96.69
2024 Q2 ADDED 8,626 +12 +0.1% 0.48% $771K 2024-07-23 $87.95
2024 Q1 REDUCED 8,614 -48 -0.6% 0.53% $782K 2024-04-11 $82.80
2023 Q4 REDUCED 8,662 -39 -0.4% 0.63% $788K 2024-01-10 $87.38
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About David J Yvars Group and ED

These are the practical questions this page is built to answer before you even open the full history table.

How long has David J Yvars Group reported owning ED?

David J Yvars Group reported ED across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported ED position in David J Yvars Group's portfolio?

The largest reported portfolio weight for ED was 0.69% in 2025 Q1.

What is the latest reported ED position on this page?

The most recent filing on this page is 2026 Q1, when David J Yvars Group reported 7,841 shares, equal to 0.50% of portfolio, with an estimated market value of $887K.

What does the chart on this ED ownership page compare?

The chart compares David J Yvars Group's quarterly ED portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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