IVC Wealth Advisors LLC

Position in ED — Consolidated Edison Inc

CIK 1842811 SILVERDALE, PA

Position in ED

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$340,076

+$44,564 QoQ

Shares Held

3,074

+17.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.29%

of 13F equity value

Holder Rank

#876

of 1,421 holders

Holding Since

Mar 2021

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

IVC Wealth Advisors LLC holds $2,164,797 across 5 Utilities - Regulated Electric names. ED ranks #4 (15.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PEG	Public Service Enterprise Group Inc	8,324	$675,575
2	SO	Southern Co	5,626	$538,464
3	AEP	American Electric Power Co Inc	2,493	$341,067
4	ED	Consolidated Edison Inc This page	3,074	$340,076
5	DUK	Duke Energy CORP	2,130	$269,615

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$340,076	3,074	+17.7%	Shares	Sole	2026-07-14
2026-03-31	$295,512	2,611	0.0%	Shares	Sole	2026-04-16
2025-12-31	$259,324	2,611	+2.3%	Shares	Sole	2026-01-16
2025-09-30	$256,627	2,553	-4.8%	Shares	Sole	2025-10-09
2025-06-30	$269,038	2,681	-12.5%	Shares	Sole	2025-07-22
2025-03-31	$338,958	3,065	-9.0%	Shares	Sole	2025-04-08
2024-12-31	$300,526	3,368	+0.2%	Shares	Sole	2025-01-17
2024-09-30	$349,980	3,361	-4.4%	Shares	Sole	2024-10-24
2024-06-30	$314,490	3,517	+1.5%	Shares	Sole	2024-07-16
2024-03-31	$314,656	3,465	+18.3%	Shares	Sole	2024-04-19
2023-12-31	$266,360	2,928	-4.5%	Shares	Sole	2024-01-10
2023-09-30	$262,320	3,067	+0.1%	Shares	Sole	2023-10-05
2023-06-30	$277,076	3,065	-4.8%	Shares	Sole	2023-07-13
2023-03-31	$308,153	3,221	-11.0%	Shares	Sole	2023-04-13
2022-12-31	$344,831	3,618	+1.1%	Shares	Sole	2023-01-17
2022-09-30	$306,935	3,579	+1.4%	Shares	Sole	2022-10-12
2022-06-30	$335,607	3,529	-0.6%	Shares	Sole	2022-07-11
2022-03-31	$336,114	3,550	+1.1%	Shares	Sole	2022-04-27
2021-12-31	$299,558	3,511	+4.5%	Shares	Sole	2022-01-13
2021-09-30	$243,974	3,361	+8.0%	Shares	Sole	2021-10-08
2021-06-30	$223,120	3,111	+11.0%	Shares	Sole	2021-07-13
2021-03-31	$209,664	2,803	—	Shares	Sole	2021-04-20
No filing history on record for this holder in this stock.