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Cooper Financial Group’s Consolidated Edison ED Stock Holding History

Cooper Financial Group’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 		$388K Buy
3,794
+64
+2% +$6.93K 0.03% 295
2026
Q2 		$413K Buy
3,730
+812
+28% +$88.3K 0.03% 291
2026
Q1 		$330K Buy
2,918
+58
+2% +$6.28K 0.03% 310
2025
Q4 		$284K Buy
2,860
+73
+3% +$7.25K 0.03% 308
2025
Q3 		$280K Sell
2,787
-190
-6% -$19.1K 0.03% 312
2025
Q2 		$299K Buy
2,977
+26
+0.9% +$2.75K 0.04% 301
2025
Q1 		$326K Buy
2,951
+152
+5% +$14.9K 0.04% 297
2024
Q4 		$250K Buy
2,799
+136
+5% +$13.4K 0.03% 339
2024
Q3 		$277K Sell
2,663
-1,092
-29% -$108K 0.04% 318
2024
Q2 		$336K Buy
+3,755
New +$348K 0.05% 278

Other funds holding ED

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MCM
Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Cooper Financial Group's ED Position: Q3 2026 in Review

Cooper Financial Group increased its Consolidated Edison (ED) stake by 1.7% in Q3 2026, buying an estimated $6.93K and bringing the position to 3,794 shares worth $388K. The position accounts for 0.03% of the portfolio, ranked #295.

Cooper Financial Group first reported a position in ED in Q2 2024 and has held it in 10 quarters since. The position peaked at $413K in Q2 2026. 47 funds tracked by Wall St. Rank hold ED as of Q3 2026.

  • Cooper Financial Group held 3,794 shares of Consolidated Edison worth $388K as of Q3 2026.
  • Cooper Financial Group bought 64 Consolidated Edison shares in Q3 2026, an estimated $6.93K.
  • Consolidated Edison made up 0.03% of Cooper Financial Group's portfolio in Q3 2026, its #295 holding.
  • Cooper Financial Group first reported a position in Consolidated Edison in Q2 2024 and has held it in 10 quarters since.
  • Cooper Financial Group's Consolidated Edison position peaked at $413K in Q2 2026.
  • 47 funds tracked by Wall St. Rank held Consolidated Edison as of Q3 2026.

Based on Cooper Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.