DWM
ED icon

Dakota Wealth Management’s Consolidated Edison ED Stock Holding History

Dakota 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
Q2 		$7.48M Buy
67,618
+3,351
+5% +$364K 0.14% 144
2026
Q1 		$7.27M Buy
64,267
+19,231
+43% +$2.08M 0.16% 137
2025
Q4 		$4.47M Buy
45,036
+22,058
+96% +$2.19M 0.08% 189
2025
Q3 		$2.31M Buy
22,978
+3,613
+19% +$363K 0.05% 234
2025
Q2 		$1.94M Buy
19,365
+2,247
+13% +$238K 0.04% 272
2025
Q1 		$1.89M Buy
17,118
+3,119
+22% +$306K 0.04% 267
2024
Q4 		$1.25M Buy
13,999
+2,500
+22% +$246K 0.03% 325
2024
Q3 		$1.2M Buy
11,499
+1,446
+14% +$143K 0.03% 336
2024
Q2 		$899K Buy
10,053
+380
+4% +$35.2K 0.02% 387
2024
Q1 		$878K Buy
9,673
+2,173
+29% +$195K 0.02% 386
2023
Q4 		$682K Buy
7,500
+283
+4% +$25.3K 0.03% 377
2023
Q3 		$617K Buy
+7,217
New +$657K 0.03% 362

Other funds holding ED

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

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

Dakota Wealth Management increased its Consolidated Edison (ED) stake by 5.2% in Q2 2026, buying an estimated $364K and bringing the position to 67,618 shares worth $7.48M. The position accounts for 0.14% of the portfolio, ranked #144.

Dakota Wealth Management first reported a position in ED in Q3 2023 and has held it in 12 quarters since. 1,421 funds tracked by Wall St. Rank hold ED as of Q2 2026.

  • Dakota Wealth Management held 67,618 shares of Consolidated Edison worth $7.48M as of Q2 2026.
  • Dakota Wealth Management bought 3,351 Consolidated Edison shares in Q2 2026, an estimated $364K.
  • Consolidated Edison made up 0.14% of Dakota Wealth Management's portfolio in Q2 2026, its #144 holding.
  • Dakota Wealth Management first reported a position in Consolidated Edison in Q3 2023 and has held it in 12 quarters since.
  • 1,421 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2026.

Based on Dakota Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.