Able Wealth Management’s Consolidated Edison ED Stock Holding History

Able Wealth Management’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 Q3	$428K	Sell	4,142 -392	-9%	-$42.5K	0.09%	93
2026 Q2	$374K	Buy	4,534 +516	+13%	+$56.1K	0.09%	96
2026 Q1	$443K	Buy	4,018 +14	+0.3%	+$1.52K	0.12%	85
2025 Q4	$397K	Buy	4,004 +77	+2%	+$7.64K	0.13%	82
2025 Q3	$394K	Buy	3,927 +237	+6%	+$23.8K	0.15%	73
2025 Q2	$369K	Buy	3,690 +43	+1%	+$4.55K	0.19%	74
2025 Q1	$403K	Hold	3,647	–	–	0.24%	68
2024 Q4	$325K	Buy	3,647 +24	+0.7%	+$2.36K	0.21%	69
2024 Q3	$377K	Hold	3,623	–	–	0.29%	59
2024 Q2	$324K	Hold	3,623	–	–	0.27%	58
2024 Q1	$329K	Sell	3,623 -1	-0%	-$90	0.29%	56
2023 Q4	$330K	Buy	+3,624	New	+$324K	0.3%	53

Other funds holding ED

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Busey Bank Urbana, Illinois $4.17B AUM 25.7% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Able Wealth Management's ED Position: Q3 2026 in Review

Able Wealth Management reduced its Consolidated Edison (ED) stake by 8.6% in Q3 2026, selling an estimated $42.5K and leaving 4,142 shares worth $428K. The position accounts for 0.09% of the portfolio, ranked #93.

Able Wealth Management first reported a position in ED in Q4 2023 and has held it in 12 quarters since. The position peaked at $443K in Q1 2026. 395 funds tracked by Wall St. Rank hold ED as of Q3 2026.

Able Wealth Management held 4,142 shares of Consolidated Edison worth $428K as of Q3 2026.
Able Wealth Management sold 392 Consolidated Edison shares in Q3 2026, an estimated $42.5K.
Consolidated Edison made up 0.09% of Able Wealth Management's portfolio in Q3 2026, its #93 holding.
Able Wealth Management first reported a position in Consolidated Edison in Q4 2023 and has held it in 12 quarters since.
Able Wealth Management's Consolidated Edison position peaked at $443K in Q1 2026.
395 funds tracked by Wall St. Rank held Consolidated Edison as of Q3 2026.

Based on Able Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.