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 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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

PTPFOECYE

PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

Accurate Wealth Management's ED Position: Q2 2026 in Review

Accurate Wealth Management opened a new position in Consolidated Edison (ED) in Q2 2026: 1,844 shares worth $205K. The stake represents 0.02% of the portfolio and ranks #555 among its holdings. This is a return to the name: Accurate Wealth Management previously reported a position in ED as recently as Q2 2025.

Accurate Wealth Management first reported a position in ED in Q1 2022 and has held it in 7 quarters since. The position peaked at $3.16M in Q1 2025. 321 funds tracked by Wall St. Rank hold ED as of Q2 2026.

Accurate Wealth Management held 1,844 shares of Consolidated Edison worth $205K as of Q2 2026.
Consolidated Edison was a new Accurate Wealth Management position in Q2 2026.
Consolidated Edison made up 0.02% of Accurate Wealth Management's portfolio in Q2 2026, its #555 holding.
Accurate Wealth Management first reported a position in Consolidated Edison in Q1 2022 and has held it in 7 quarters since.
Accurate Wealth Management's Consolidated Edison position peaked at $3.16M in Q1 2025.
321 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.