Mascoma Wealth Management’s Consolidated Edison ED Stock Holding History

Mascoma 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	$6.75K	Buy	66 +62	+1,550%	+$6.72K	﹤0.01%	372
2026 Q2	$443	Hold	4	–	–	﹤0.01%	563
2026 Q1	$453	Buy	+4	New	+$433	﹤0.01%	500
2024 Q4	–	Sell	-67	Closed	-$6.98K	–	518
2024 Q3	$6.98K	Hold	67	–	–	﹤0.01%	356
2024 Q2	$5.99K	Hold	67	–	–	﹤0.01%	397
2024 Q1	$6.08K	Hold	67	–	–	﹤0.01%	365
2023 Q4	$6.1K	Hold	67	–	–	﹤0.01%	369
2023 Q3	$5.73K	Hold	67	–	–	﹤0.01%	380
2023 Q2	$6.11K	Hold	67	–	–	﹤0.01%	372
2023 Q1	$6.6K	Hold	67	–	–	﹤0.01%	450
2022 Q4	$6.39K	Hold	67	–	–	﹤0.01%	459
2022 Q3	$6K	Hold	67	–	–	﹤0.01%	453
2022 Q2	$6K	Hold	67	–	–	﹤0.01%	478
2022 Q1	$6K	Buy	+67	New	+$5.79K	﹤0.01%	488
2021 Q4	–	Sell	-1	Closed	–	–	539
2021 Q3	$0	Buy	+1	New	+$75	﹤0.01%	453
2021 Q2	–	Sell	-1	Closed	–	–	202
2021 Q1	$0	Buy	+1	New	+$70	﹤0.01%	447
2017 Q4	–	Sell	-100	Closed	-$8K	–	380
2017 Q3	$8K	Hold	100	–	–	0.01%	291
2017 Q2	$8K	Hold	100	–	–	0.01%	297
2017 Q1	$8K	Hold	100	–	–	0.01%	276
2016 Q4	$7K	Buy	+100	New	+$7.23K	0.01%	282

Other funds holding ED

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return

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

Mascoma Wealth Management increased its Consolidated Edison (ED) stake by 1,550% in Q3 2026, buying an estimated $6.72K and bringing the position to 66 shares worth $6.75K. The position accounts for ﹤0.01% of the portfolio, ranked #372.

Mascoma Wealth Management first reported a position in ED in Q4 2016 and has held it in 20 quarters since. The position peaked at $8K in Q3 2017. 365 funds tracked by Wall St. Rank hold ED as of Q3 2026.

Mascoma Wealth Management held 66 shares of Consolidated Edison worth $6.75K as of Q3 2026.
Mascoma Wealth Management bought 62 Consolidated Edison shares in Q3 2026, an estimated $6.72K.
Consolidated Edison made up ﹤0.01% of Mascoma Wealth Management's portfolio in Q3 2026, its #372 holding.
Mascoma Wealth Management first reported a position in Consolidated Edison in Q4 2016 and has held it in 20 quarters since.
Mascoma Wealth Management's Consolidated Edison position peaked at $8K in Q3 2017.
365 funds tracked by Wall St. Rank held Consolidated Edison as of Q3 2026.

Based on Mascoma Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.