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Dougherty & Associates’s Consolidated Edison ED Stock Holding History

Dougherty & Associates’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 		$2.25M Buy
20,312
+381
+2% +$41.4K 1.8% 19
2026
Q1 		$2.26M Buy
19,931
+147
+0.7% +$15.9K 2.07% 16
2025
Q4 		$1.96M Buy
+19,784
New +$1.96M 1.76% 19

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

Dougherty & Associates's ED Position: Q2 2026 in Review

Dougherty & Associates increased its Consolidated Edison (ED) stake by 1.9% in Q2 2026, buying an estimated $41.4K and bringing the position to 20,312 shares worth $2.25M. The position accounts for 1.8% of the portfolio, ranked #19.

Dougherty & Associates first reported a position in ED in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.26M in Q1 2026. 1,427 funds tracked by Wall St. Rank hold ED as of Q2 2026.

  • Dougherty & Associates held 20,312 shares of Consolidated Edison worth $2.25M as of Q2 2026.
  • Dougherty & Associates bought 381 Consolidated Edison shares in Q2 2026, an estimated $41.4K.
  • Consolidated Edison made up 1.8% of Dougherty & Associates's portfolio in Q2 2026, its #19 holding.
  • Dougherty & Associates first reported a position in Consolidated Edison in Q4 2025 and has held it in 3 quarters since.
  • Dougherty & Associates's Consolidated Edison position peaked at $2.26M in Q1 2026.
  • 1,427 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2026.

Based on Dougherty & Associates's 13F filing for Q2 2026, filed 16 Jul 2026.