Aprio Wealth Management
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Aprio Wealth Management’s Consolidated Edison ED Stock Holding History

Aprio 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 		– Sell
-2,041
Closed -$226K – 653
2026
Q2 		$226K Buy
2,041
+140
+7% +$15.2K 0.01% 590
2026
Q1 		$215K Buy
+1,901
New +$206K 0.01% 583

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

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

Aprio Wealth Management sold out of Consolidated Edison (ED) in Q3 2026, closing a stake of 2,041 shares — an estimated $226K sold.

Aprio Wealth Management first reported a position in ED in Q1 2026 and held it in 2 quarters. The position peaked at $226K in Q2 2026. 771 funds tracked by Wall St. Rank hold ED as of Q3 2026.

  • Aprio Wealth Management reported no remaining Consolidated Edison position as of Q3 2026 after selling out during the quarter.
  • Aprio Wealth Management sold 2,041 Consolidated Edison shares in Q3 2026, an estimated $226K.
  • Aprio Wealth Management first reported a position in Consolidated Edison in Q1 2026 and held it in 2 quarters.
  • Aprio Wealth Management's Consolidated Edison position peaked at $226K in Q2 2026.
  • 771 funds tracked by Wall St. Rank held Consolidated Edison as of Q3 2026.

Based on Aprio Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.