LD
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Lipe & Dalton’s Consolidated Edison ED Stock Holding History

Lipe & Dalton’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 		$697K Buy
+6,303
New +$685K 0.32% 51
2020
Q1 		– Sell
-1,179
Closed -$107K – 100
2019
Q4 		$107K Hold
1,179
– – 0.07% 84
2019
Q3 		$111K Hold
1,179
– – 0.08% 81
2019
Q2 		$103K Hold
1,179
– – 0.07% 77
2019
Q1 		$100K Buy
+1,179
New +$94.2K 0.07% 73
2018
Q3 		– Sell
-1,179
Closed -$92K – 70
2018
Q2 		$92K Hold
1,179
– – 0.07% 69
2018
Q1 		$92K Hold
1,179
– – 0.07% 74
2017
Q4 		$100K Hold
1,179
– – 0.07% 72
2017
Q3 		$95K Hold
1,179
– – 0.07% 72
2017
Q2 		$95K Hold
1,179
– – 0.06% 74
2017
Q1 		$92K Hold
1,179
– – 0.07% 72
2016
Q4 		$87K Buy
+1,179
New +$85.2K 0.06% 71
2016
Q3 		– Sell
-1,179
Closed -$95K – 83
2016
Q2 		$95K Buy
+1,179
New +$88.6K 0.07% 101

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

Lipe & Dalton's ED Position: Q2 2026 in Review

Lipe & Dalton opened a new position in Consolidated Edison (ED) in Q2 2026: 6,303 shares worth $697K. The stake represents 0.32% of the portfolio and ranks #51 among its holdings. This is a return to the name: Lipe & Dalton previously reported a position in ED as recently as Q4 2019.

Lipe & Dalton first reported a position in ED in Q2 2016 and has held it in 13 quarters since. 215 funds tracked by Wall St. Rank hold ED as of Q2 2026.

  • Lipe & Dalton held 6,303 shares of Consolidated Edison worth $697K as of Q2 2026.
  • Consolidated Edison was a new Lipe & Dalton position in Q2 2026.
  • Consolidated Edison made up 0.32% of Lipe & Dalton's portfolio in Q2 2026, its #51 holding.
  • Lipe & Dalton first reported a position in Consolidated Edison in Q2 2016 and has held it in 13 quarters since.
  • 215 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2026.

Based on Lipe & Dalton's 13F filing for Q2 2026, filed 14 Jul 2026.