Institute for Wealth Management’s Consolidated Edison ED Stock Holding History

Institute for 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	$90.7K	Buy	+820	New	+$89.1K	0.01%	702

Other funds holding ED

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

OTPPB

Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $15.8B AUM 1.29% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

PAM

Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Institute for Wealth Management's ED Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Consolidated Edison (ED) in Q2 2026: 820 shares worth $90.7K. The stake represents 0.01% of the portfolio and ranks #702 among its holdings.

844 funds tracked by Wall St. Rank hold ED as of Q2 2026.

Institute for Wealth Management held 820 shares of Consolidated Edison worth $90.7K as of Q2 2026.
Consolidated Edison was a new Institute for Wealth Management position in Q2 2026.
Consolidated Edison made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #702 holding.
844 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.