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Livermore
Livermore
ZHEN

EP Wealth Advisors, LLC

SEC CIK
0001540569
Latest filing
Aug 11, 2026

ED holding history

Consolidated Edison Inc in every 13F filed by EP Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ED overviewAll 13F holders of EDFull Q2 2026 holdings

Shares (Q2 2026)
20,311
Value
$2.25M
% of portfolio
<0.1%
Quarters held
20
Since Q1 2021
Holdings of ED by EP Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202620,311$2.25M<0.1%+4,118+25.4%AddedHolders
Q1 202616,193$1.83M<0.1%+3,386+26.4%AddedHolders
Q4 202512,807$1.27M<0.1%–No prior filingHolders
Q3 2025––––Not filedHolders
Q2 202511,784$1.18M<0.1%+2,034+20.9%AddedHolders
Q1 20259,750$1.08M<0.1%+19+0.2%AddedHolders
Q4 20249,731$868.3K<0.1%−964−9.0%ReducedHolders
Q3 202410,695$1.11M<0.1%−319−2.9%ReducedHolders
Q2 202411,014$984.9K<0.1%−1,900−14.7%ReducedHolders
Q1 202412,914$1.17M<0.1%+293+2.3%AddedHolders
Q4 202312,621$1.15M<0.1%+346+2.8%AddedHolders
Q3 202312,275$1.05M<0.1%−81,971−87.0%ReducedHolders
Q2 202394,246$1.07M<0.1%+91,778+3,718.7%AddedHolders
Q1 20232,468$408.5K<0.1%−6,900−73.7%ReducedHolders
Q4 20229,368$892.8K<0.1%+9,368NewHolders
Q3 20220$00.0%−6,337−100.0%Sold outHolders
Q2 20226,337$603.0K<0.1%+428+7.2%AddedHolders
Q1 20225,909$559.0K<0.1%−516−8.0%ReducedHolders
Q4 20216,425$548.0K<0.1%−248−3.7%ReducedHolders
Q3 20216,673$484.0K<0.1%+495+8.0%AddedHolders
Q2 20216,178$443.0K<0.1%+5+0.1%AddedHolders
Q1 20216,173$462.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.