Aprio Wealth Management’s Consolidated Edison ED Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

Aprio Wealth Management's ED Position: Q2 2026 in Review

Aprio Wealth Management increased its Consolidated Edison (ED) stake by 7.4% in Q2 2026, buying an estimated $15.2K and bringing the position to 2,041 shares worth $226K. The position accounts for 0.01% of the portfolio, ranked #590.

Aprio Wealth Management first reported a position in ED in Q1 2026 and has held it in 2 quarters since. 1,431 funds tracked by Wall St. Rank hold ED as of Q2 2026.

  • Aprio Wealth Management held 2,041 shares of Consolidated Edison worth $226K as of Q2 2026.
  • Aprio Wealth Management bought 140 Consolidated Edison shares in Q2 2026, an estimated $15.2K.
  • Consolidated Edison made up 0.01% of Aprio Wealth Management's portfolio in Q2 2026, its #590 holding.
  • Aprio Wealth Management first reported a position in Consolidated Edison in Q1 2026 and has held it in 2 quarters since.
  • 1,431 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.