Apella Capital
ED icon

Apella Capital’s Consolidated Edison ED Stock Holding History

Apella Capital’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 		$944K Buy
9,026
+408
+5% +$44.2K 0.01% 406
2026
Q2 		$974K Sell
8,618
-101
-1% -$11K 0.01% 376
2026
Q1 		$960K Buy
8,719
+3,018
+53% +$327K 0.01% 372
2025
Q4 		$566K Buy
5,701
+245
+4% +$24.3K 0.01% 339
2025
Q3 		$551K Buy
5,456
+80
+1% +$8.03K 0.01% 312
2025
Q2 		$536K Buy
5,376
+68
+1% +$7.2K 0.01% 284
2025
Q1 		$561K Buy
+5,308
New +$521K 0.02% 243

Other funds holding ED

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Apella Capital's ED Position: Q3 2026 in Review

Apella Capital increased its Consolidated Edison (ED) stake by 4.7% in Q3 2026, buying an estimated $44.2K and bringing the position to 9,026 shares worth $944K. The position accounts for 0.01% of the portfolio, ranked #406.

Apella Capital first reported a position in ED in Q1 2025 and has held it in 7 quarters since. The position peaked at $974K in Q2 2026. 771 funds tracked by Wall St. Rank hold ED as of Q3 2026.

  • Apella Capital held 9,026 shares of Consolidated Edison worth $944K as of Q3 2026.
  • Apella Capital bought 408 Consolidated Edison shares in Q3 2026, an estimated $44.2K.
  • Consolidated Edison made up 0.01% of Apella Capital's portfolio in Q3 2026, its #406 holding.
  • Apella Capital first reported a position in Consolidated Edison in Q1 2025 and has held it in 7 quarters since.
  • Apella Capital's Consolidated Edison position peaked at $974K in Q2 2026.
  • 771 funds tracked by Wall St. Rank held Consolidated Edison as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.