Amplius Wealth Advisors’s Consolidated Edison ED Stock Holding History

Amplius Wealth Advisors’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	$308K	Buy	3,014 +625	+26%	+$67.7K	0.02%	168
2026 Q2	$264K	Buy	2,389 +29	+1%	+$3.15K	0.02%	176
2026 Q1	$267K	Buy	2,360 +9	+0.4%	+$975	0.02%	152
2025 Q4	$234K	Sell	2,351 -205	-8%	-$20.3K	0.02%	161
2025 Q3	$257K	Buy	2,556 +162	+7%	+$16.3K	0.02%	154
2025 Q2	$240K	Sell	2,394 -8	-0.3%	-$847	0.02%	182
2025 Q1	$266K	Buy	+2,402	New	+$236K	0.03%	149
2022 Q1	–	Sell	-733	Closed	-$62K	–	377
2021 Q4	$62K	Buy	+733	New	+$57.6K	0.01%	301

Other funds holding ED

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

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

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

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $21.9B AUM 28.42% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 21.24% 1-Year Est. Return

Amplius Wealth Advisors's ED Position: Q3 2026 in Review

Amplius Wealth Advisors increased its Consolidated Edison (ED) stake by 26% in Q3 2026, buying an estimated $67.7K and bringing the position to 3,014 shares worth $308K. The position accounts for 0.02% of the portfolio, ranked #168.

Amplius Wealth Advisors first reported a position in ED in Q4 2021 and has held it in 8 quarters since. 666 funds tracked by Wall St. Rank hold ED as of Q3 2026.

Amplius Wealth Advisors held 3,014 shares of Consolidated Edison worth $308K as of Q3 2026.
Amplius Wealth Advisors bought 625 Consolidated Edison shares in Q3 2026, an estimated $67.7K.
Consolidated Edison made up 0.02% of Amplius Wealth Advisors's portfolio in Q3 2026, its #168 holding.
Amplius Wealth Advisors first reported a position in Consolidated Edison in Q4 2021 and has held it in 8 quarters since.
666 funds tracked by Wall St. Rank held Consolidated Edison as of Q3 2026.

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