Koa Wealth Management’s Consolidated Edison ED Stock Holding History

Koa 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 Q3	$491K	Hold	4,800	–	–	0.32%	43
2026 Q2	$531K	Hold	4,800	–	–	0.36%	43
2026 Q1	$543K	Sell	4,800 -200	-4%	-$21.7K	0.39%	43
2025 Q4	$497K	Hold	5,000	–	–	0.34%	47
2025 Q3	$503K	Hold	5,000	–	–	0.37%	46
2025 Q2	$502K	Hold	5,000	–	–	0.4%	43
2025 Q1	$553K	Sell	5,000 -200	-4%	-$19.6K	0.45%	39
2024 Q4	$464K	Hold	5,200	–	–	0.38%	39
2024 Q3	$541K	Sell	5,200 -200	-4%	-$19.8K	0.42%	38
2024 Q2	$483K	Hold	5,400	–	–	0.41%	37
2024 Q1	$490K	Hold	5,400	–	–	0.44%	38
2023 Q4	$491K	Buy	+5,400	New	+$482K	0.49%	39

Other funds holding ED

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 21.24% 1-Year Est. Return

Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Aware Super Sydney, Australia $7.51B AUM

Koa Wealth Management's ED Position: Q3 2026 in Review

Koa Wealth Management held its Consolidated Edison (ED) position steady in Q3 2026 at 4,800 shares worth $491K. The position accounts for 0.32% of the portfolio, ranked #43.

Koa Wealth Management first reported a position in ED in Q4 2023 and has held it in 12 quarters since. The position peaked at $553K in Q1 2025. 534 funds tracked by Wall St. Rank hold ED as of Q3 2026.

Koa Wealth Management held 4,800 shares of Consolidated Edison worth $491K as of Q3 2026.
Koa Wealth Management left its Consolidated Edison share count unchanged in Q3 2026.
Consolidated Edison made up 0.32% of Koa Wealth Management's portfolio in Q3 2026, its #43 holding.
Koa Wealth Management first reported a position in Consolidated Edison in Q4 2023 and has held it in 12 quarters since.
Koa Wealth Management's Consolidated Edison position peaked at $553K in Q1 2025.
534 funds tracked by Wall St. Rank held Consolidated Edison as of Q3 2026.

Based on Koa Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.