DAS
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Dynamic Advisor Solutions’s Consolidated Edison ED Stock Holding History

Dynamic Advisor Solutions’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 		$460K Sell
4,158
-1,287
-24% -$140K 0.01% 704
2026
Q1 		$616K Sell
5,445
-259
-5% -$28.1K 0.02% 585
2025
Q4 		$567K Sell
5,704
-1,055
-16% -$105K 0.02% 598
2025
Q3 		$679K Sell
6,759
-420
-6% -$42.1K 0.02% 552
2025
Q2 		$720K Buy
7,179
+328
+5% +$34.7K 0.02% 522
2025
Q1 		$758K Sell
6,851
-166
-2% -$16.3K 0.03% 487
2024
Q4 		$626K Buy
7,017
+150
+2% +$14.8K 0.03% 392
2024
Q3 		$715K Sell
6,867
-103
-1% -$10.2K 0.02% 533
2024
Q2 		$623K Sell
6,970
-499
-7% -$46.3K 0.02% 574
2024
Q1 		$678K Sell
7,469
-14
-0.2% -$1.25K 0.02% 529
2023
Q4 		$700K Sell
7,483
-242
-3% -$21.6K 0.03% 495
2023
Q3 		$661K Sell
7,725
-186
-2% -$16.9K 0.03% 453
2023
Q2 		$715K Sell
7,911
-3,758
-32% -$359K 0.04% 417
2023
Q1 		$1.12M Buy
11,669
+420
+4% +$39.3K 0.07% 298
2022
Q4 		$1.07M Buy
11,249
+1,048
+10% +$95.3K 0.07% 272
2022
Q3 		$875K Buy
10,201
+1,456
+17% +$140K 0.07% 276
2022
Q2 		$832K Sell
8,745
-432
-5% -$41.1K 0.06% 283
2022
Q1 		$869K Sell
9,177
-51
-0.6% -$4.41K 0.06% 302
2021
Q4 		$787K Sell
9,228
-694
-7% -$54.5K 0.06% 322
2021
Q3 		$720K Buy
9,922
+426
+4% +$31.8K 0.05% 360
2021
Q2 		$681K Buy
9,496
+2,336
+33% +$179K 0.05% 357
2021
Q1 		$536K Sell
7,160
-952
-12% -$67K 0.05% 365
2020
Q4 		$586K Sell
8,112
-5,082
-39% -$395K 0.05% 334
2020
Q3 		$1.03M Sell
13,194
-482
-4% -$35.6K 0.12% 202
2020
Q2 		$984K Buy
13,676
+1,716
+14% +$132K 0.13% 184
2020
Q1 		$933K Buy
11,960
+496
+4% +$43.5K 0.17% 159
2019
Q4 		$1.04M Buy
11,464
+196
+2% +$17.6K 0.14% 183
2019
Q3 		$1.06M Sell
11,268
-2,099
-16% -$186K 0.17% 151
2019
Q2 		$1.17M Buy
13,367
+793
+6% +$68.3K 0.19% 140
2019
Q1 		$1.07M Buy
12,574
+2,371
+23% +$189K 0.2% 127
2018
Q4 		$775K Buy
10,203
+400
+4% +$31.3K 0.16% 148
2018
Q3 		$747K Sell
9,803
-169
-2% -$13.3K 0.15% 164
2018
Q2 		$777K Sell
9,972
-23
-0.2% -$1.76K 0.18% 155
2018
Q1 		$779K Buy
9,995
+488
+5% +$37.9K 0.2% 141
2017
Q4 		$807K Sell
9,507
-451
-5% -$38.8K 0.26% 115
2017
Q3 		$803K Sell
9,958
-149
-1% -$12.3K 0.32% 101
2017
Q2 		$817K Sell
10,107
-95
-0.9% -$7.68K 0.32% 98
2017
Q1 		$792K Sell
10,202
-451
-4% -$33.9K 0.31% 96
2016
Q4 		$785K Sell
10,653
-277
-3% -$20K 0.31% 91
2016
Q3 		$823K Sell
10,930
-28,969
-73% -$2.25M 0.31% 98
2016
Q2 		$3.21M Sell
39,899
-25,976
-39% -$1.95M 1.3% 18
2016
Q1 		$5.05M Sell
65,875
-17,443
-21% -$1.24M 2.14% 5
2015
Q4 		$5.36M Buy
83,318
+13,813
+20% +$888K 2.21% 3
2015
Q3 		$4.65M Buy
69,505
+61,631
+783% +$3.9M 2.34% 4
2015
Q2 		$456K Buy
7,874
+726
+10% +$43.8K 0.27% 100
2015
Q1 		$436K Sell
7,148
-378
-5% -$24.5K 0.22% 128
2014
Q4 		$497K Buy
7,526
+127
+2% +$7.96K 0.27% 111
2014
Q3 		$419K Buy
7,399
+419
+6% +$23.8K 0.23% 126
2014
Q2 		$403K Sell
6,980
-478
-6% -$26.7K 0.24% 125
2014
Q1 		$400K Buy
7,458
+387
+5% +$21K 0.27% 128
2013
Q4 		$391K Buy
+7,071
New +$398K 0.29% 120

Other funds holding ED

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
PTPFOECYE
PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Dynamic Advisor Solutions's ED Position: Q2 2026 in Review

Dynamic Advisor Solutions reduced its Consolidated Edison (ED) stake by 24% in Q2 2026, selling an estimated $140K and leaving 4,158 shares worth $460K. The position accounts for 0.01% of the portfolio, ranked #704.

Dynamic Advisor Solutions first reported a position in ED in Q4 2013 and has held it in 51 quarters since. The position peaked at $5.36M in Q4 2015. 215 funds tracked by Wall St. Rank hold ED as of Q2 2026.

  • Dynamic Advisor Solutions held 4,158 shares of Consolidated Edison worth $460K as of Q2 2026.
  • Dynamic Advisor Solutions sold 1,287 Consolidated Edison shares in Q2 2026, an estimated $140K.
  • Consolidated Edison made up 0.01% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #704 holding.
  • Dynamic Advisor Solutions first reported a position in Consolidated Edison in Q4 2013 and has held it in 51 quarters since.
  • Dynamic Advisor Solutions's Consolidated Edison position peaked at $5.36M in Q4 2015.
  • 215 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.