AC
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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
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

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AT
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
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
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Apella Capital's ED Position: Q2 2026 in Review

Apella Capital reduced its Consolidated Edison (ED) stake by 1.2% in Q2 2026, selling an estimated $11K and leaving 8,618 shares worth $974K. The position accounts for 0.01% of the portfolio, ranked #376.

Apella Capital first reported a position in ED in Q1 2025 and has held it in 6 quarters since. 252 funds tracked by Wall St. Rank hold ED as of Q2 2026.

  • Apella Capital held 8,618 shares of Consolidated Edison worth $974K as of Q2 2026.
  • Apella Capital sold 101 Consolidated Edison shares in Q2 2026, an estimated $11K.
  • Consolidated Edison made up 0.01% of Apella Capital's portfolio in Q2 2026, its #376 holding.
  • Apella Capital first reported a position in Consolidated Edison in Q1 2025 and has held it in 6 quarters since.
  • 252 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.