Kagan Cocozza Asset Management’s Consolidated Edison ED Stock Holding History

Kagan Cocozza Asset 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	$910K	Sell	8,226 -30	-0.4%	-$3.26K	0.57%	27
2026 Q1	$934K	Sell	8,256 -1,063	-11%	-$115K	0.66%	23
2025 Q4	$926K	Buy	9,319 +201	+2%	+$19.9K	0.66%	25
2025 Q3	$917K	Buy	9,118 +181	+2%	+$18.2K	0.69%	26
2025 Q2	$897K	Sell	8,937 -1,135	-11%	-$120K	0.69%	25
2025 Q1	$1.11M	Buy	10,072 +218	+2%	+$21.4K	0.91%	20
2024 Q4	$879K	Buy	+9,854	New	+$970K	0.73%	27

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Kagan Cocozza Asset Management's ED Position: Q2 2026 in Review

Kagan Cocozza Asset Management reduced its Consolidated Edison (ED) stake by 0.36% in Q2 2026, selling an estimated $3.26K and leaving 8,226 shares worth $910K. The position accounts for 0.57% of the portfolio, ranked #27.

Kagan Cocozza Asset Management first reported a position in ED in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.11M in Q1 2025. 1,424 funds tracked by Wall St. Rank hold ED as of Q2 2026.

Kagan Cocozza Asset Management held 8,226 shares of Consolidated Edison worth $910K as of Q2 2026.
Kagan Cocozza Asset Management sold 30 Consolidated Edison shares in Q2 2026, an estimated $3.26K.
Consolidated Edison made up 0.57% of Kagan Cocozza Asset Management's portfolio in Q2 2026, its #27 holding.
Kagan Cocozza Asset Management first reported a position in Consolidated Edison in Q4 2024 and has held it in 7 quarters since.
Kagan Cocozza Asset Management's Consolidated Edison position peaked at $1.11M in Q1 2025.
1,424 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2026.

Based on Kagan Cocozza Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.