COMPASS FINANCIAL MANAGEMENT LLC’s Consolidated Edison ED Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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	$58.4K	Buy	+535	New	+$58.2K	0.01%	659

Other funds holding ED

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's ED Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Consolidated Edison (ED) in Q2 2026: 535 shares worth $58.4K. The stake represents 0.01% of the portfolio and ranks #659 among its holdings.

1,154 funds tracked by Wall St. Rank hold ED as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 535 shares of Consolidated Edison worth $58.4K as of Q2 2026.
Consolidated Edison was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
Consolidated Edison made up 0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #659 holding.
1,154 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.