DWM
ED icon

Dogwood Wealth Management’s Consolidated Edison ED Stock Holding History

Dogwood 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 		$2.1K Sell
19
-213
-92% -$23.2K ﹤0.01% 661
2026
Q1 		$26.3K Sell
232
-2,477
-91% -$268K 0.01% 210
2025
Q4 		$269K Sell
2,709
-165
-6% -$16.4K 0.12% 82
2025
Q3 		$289K Sell
2,874
-1,009
-26% -$101K 0.13% 81
2025
Q2 		$386K Buy
3,883
+3,651
+1,574% +$387K 0.19% 80
2025
Q1 		$25.7K Buy
232
+19
+9% +$1.86K 0.01% 138
2024
Q4 		$19K Buy
213
+2
+0.9% +$197 0.01% 156
2024
Q3 		$22K Buy
211
+1
+0.5% +$99 0.01% 136
2024
Q2 		$18.8K Buy
210
+2
+1% +$185 0.01% 143
2024
Q1 		$18.9K Buy
208
+2
+1% +$179 0.01% 160
2023
Q4 		$18.7K Buy
+206
New +$18.4K 0.01% 150

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 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

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

Dogwood Wealth Management reduced its Consolidated Edison (ED) stake by 92% in Q2 2026, selling an estimated $23.2K and leaving 19 shares worth $2.1K. The position accounts for ﹤0.01% of the portfolio, ranked #661.

Dogwood Wealth Management first reported a position in ED in Q4 2023 and has held it in 11 quarters since. The position peaked at $386K in Q2 2025. 1,423 funds tracked by Wall St. Rank hold ED as of Q2 2026.

  • Dogwood Wealth Management held 19 shares of Consolidated Edison worth $2.1K as of Q2 2026.
  • Dogwood Wealth Management sold 213 Consolidated Edison shares in Q2 2026, an estimated $23.2K.
  • Consolidated Edison made up ﹤0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #661 holding.
  • Dogwood Wealth Management first reported a position in Consolidated Edison in Q4 2023 and has held it in 11 quarters since.
  • Dogwood Wealth Management's Consolidated Edison position peaked at $386K in Q2 2025.
  • 1,423 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.