Accurate Wealth Management’s Consolidated Edison ED Stock Holding History

Accurate 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	–	Sell	-1,844	Closed	-$205K	–	609
2026 Q2	$205K	Buy	+1,844	New	+$200K	0.02%	555
2025 Q3	–	Sell	-27,704	Closed	-$2.8M	–	499
2025 Q2	$2.8M	Sell	27,704 -1,041	-4%	-$110K	0.43%	56
2025 Q1	$3.16M	Sell	28,745 -1,671	-5%	-$164K	0.6%	36
2024 Q4	$2.68M	Buy	+30,416	New	+$3M	0.51%	52
2023 Q1	–	Sell	-1,438	Closed	-$141K	–	576
2022 Q4	$141K	Buy	+1,438	New	+$131K	0.05%	252
2022 Q3	–	Sell	-2,201	Closed	-$209K	–	193
2022 Q2	$209K	Sell	2,201 -70	-3%	-$6.67K	0.11%	145
2022 Q1	$215K	Buy	+2,271	New	+$196K	0.1%	160

Other funds holding ED

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

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

Accurate Wealth Management sold out of Consolidated Edison (ED) in Q3 2026, closing a stake of 1,844 shares — an estimated $205K sold.

Accurate Wealth Management first reported a position in ED in Q1 2022 and held it in 7 quarters. The position peaked at $3.16M in Q1 2025. 916 funds tracked by Wall St. Rank hold ED as of Q3 2026.

Accurate Wealth Management reported no remaining Consolidated Edison position as of Q3 2026 after selling out during the quarter.
Accurate Wealth Management sold 1,844 Consolidated Edison shares in Q3 2026, an estimated $205K.
Accurate Wealth Management first reported a position in Consolidated Edison in Q1 2022 and held it in 7 quarters.
Accurate Wealth Management's Consolidated Edison position peaked at $3.16M in Q1 2025.
916 funds tracked by Wall St. Rank held Consolidated Edison as of Q3 2026.

Based on Accurate Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.