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 Q3	$644K	Hold	6,303	–	–	0.3%	52
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

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

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Lipe & Dalton's ED Position: Q3 2026 in Review

Lipe & Dalton held its Consolidated Edison (ED) position steady in Q3 2026 at 6,303 shares worth $644K. The position accounts for 0.3% of the portfolio, ranked #52.

Lipe & Dalton first reported a position in ED in Q2 2016 and has held it in 14 quarters since. The position peaked at $697K in Q2 2026. 572 funds tracked by Wall St. Rank hold ED as of Q3 2026.

Lipe & Dalton held 6,303 shares of Consolidated Edison worth $644K as of Q3 2026.
Lipe & Dalton left its Consolidated Edison share count unchanged in Q3 2026.
Consolidated Edison made up 0.3% of Lipe & Dalton's portfolio in Q3 2026, its #52 holding.
Lipe & Dalton first reported a position in Consolidated Edison in Q2 2016 and has held it in 14 quarters since.
Lipe & Dalton's Consolidated Edison position peaked at $697K in Q2 2026.
572 funds tracked by Wall St. Rank held Consolidated Edison as of Q3 2026.

Based on Lipe & Dalton's 13F filing for Q3 2026, filed 15 Oct 2026.