Apex Wealth Management
ED icon

Apex Wealth Management’s Consolidated Edison ED Stock Holding History

Apex 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 		$672K Buy
6,571
+55
+0.8% +$5.96K 0.4% 41
2026
Q2 		$721K Buy
6,516
+53
+0.8% +$5.76K 0.44% 43
2026
Q1 		$732K Buy
6,463
+49
+0.8% +$5.31K 0.5% 41
2025
Q4 		$666K Buy
+6,414
New +$637K 0.68% 31

Other funds holding ED

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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $21.9B AUM 28.42% 1-Year Est. Return
Welch Group
Welch Group Birmingham, Alabama $2.93B AUM 21.24% 1-Year Est. Return

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

Apex Wealth Management increased its Consolidated Edison (ED) stake by 0.84% in Q3 2026, buying an estimated $5.96K and bringing the position to 6,571 shares worth $672K. The position accounts for 0.4% of the portfolio, ranked #41.

Apex Wealth Management first reported a position in ED in Q4 2025 and has held it in 4 quarters since. The position peaked at $732K in Q1 2026. 666 funds tracked by Wall St. Rank hold ED as of Q3 2026.

  • Apex Wealth Management held 6,571 shares of Consolidated Edison worth $672K as of Q3 2026.
  • Apex Wealth Management bought 55 Consolidated Edison shares in Q3 2026, an estimated $5.96K.
  • Consolidated Edison made up 0.4% of Apex Wealth Management's portfolio in Q3 2026, its #41 holding.
  • Apex Wealth Management first reported a position in Consolidated Edison in Q4 2025 and has held it in 4 quarters since.
  • Apex Wealth Management's Consolidated Edison position peaked at $732K in Q1 2026.
  • 666 funds tracked by Wall St. Rank held Consolidated Edison as of Q3 2026.

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