Milestone Asset Management’s Consolidated Edison ED Stock Holding History

Milestone 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 Q3	–	Sell	-3,939	Closed	-$436K	–	246
2026 Q2	$436K	Buy	+3,939	New	+$428K	0.07%	196
2025 Q4	–	Sell	-4,178	Closed	-$420K	–	227
2025 Q3	$420K	Buy	+4,178	New	+$419K	0.08%	166
2025 Q2	–	Sell	-4,394	Closed	-$486K	–	212
2025 Q1	$486K	Buy	4,394 +1	+0%	+$98	0.1%	142
2024 Q4	$392K	Hold	4,393	–	–	0.09%	183
2024 Q3	$457K	Sell	4,393 -6,272	-59%	-$620K	0.1%	143
2024 Q2	$954K	Buy	10,665 +6,058	+131%	+$562K	0.24%	86
2024 Q1	$418K	Buy	4,607 +33	+0.7%	+$2.96K	0.12%	118
2023 Q4	$416K	Sell	4,574 -155	-3%	-$13.8K	0.14%	45
2023 Q3	$386K	Hold	4,729	–	–	0.14%	49
2023 Q2	$428K	Hold	4,729	–	–	0.19%	36
2023 Q1	$452K	Hold	4,729	–	–	0.26%	42
2022 Q4	$442K	Buy	+4,729	New	+$430K	0.26%	35

Other funds holding ED

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

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

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

ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

Ellsworth Advisors Hudson, Ohio $620M AUM 38.17% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Harrington Investments Napa, California $209M AUM 29.65% 1-Year Est. Return

Milestone Asset Management's ED Position: Q3 2026 in Review

Milestone Asset Management sold out of Consolidated Edison (ED) in Q3 2026, closing a stake of 3,939 shares — an estimated $436K sold.

Milestone Asset Management first reported a position in ED in Q4 2022 and held it in 12 quarters. The position peaked at $954K in Q2 2024. 179 funds tracked by Wall St. Rank hold ED as of Q3 2026.

Milestone Asset Management reported no remaining Consolidated Edison position as of Q3 2026 after selling out during the quarter.
Milestone Asset Management sold 3,939 Consolidated Edison shares in Q3 2026, an estimated $436K.
Milestone Asset Management first reported a position in Consolidated Edison in Q4 2022 and held it in 12 quarters.
Milestone Asset Management's Consolidated Edison position peaked at $954K in Q2 2024.
179 funds tracked by Wall St. Rank held Consolidated Edison as of Q3 2026.

Based on Milestone Asset Management's 13F filing for Q3 2026, filed 15 Oct 2026.