Occidental Asset Management’s Consolidated Edison ED Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.12M Buy
10,144
+13
+0.1% +$1.41K 0.11% 123
2026
Q1
$1.15M Buy
10,131
+43
+0.4% +$4.66K 0.14% 106
2025
Q4
$1M Buy
10,088
+254
+3% +$25.2K 0.12% 108
2025
Q3
$989K Sell
9,834
-38
-0.4% -$3.81K 0.12% 107
2025
Q2
$991K Buy
+9,872
New +$1.05M 0.14% 101

Other funds holding ED

Occidental Asset Management's ED Position: Q2 2026 in Review

Occidental Asset Management increased its Consolidated Edison (ED) stake by 0.13% in Q2 2026, buying an estimated $1.41K and bringing the position to 10,144 shares worth $1.12M. The position accounts for 0.11% of the portfolio, ranked #123.

Occidental Asset Management first reported a position in ED in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.15M in Q1 2026. 1,423 funds tracked by Wall St. Rank hold ED as of Q2 2026.

  • Occidental Asset Management held 10,144 shares of Consolidated Edison worth $1.12M as of Q2 2026.
  • Occidental Asset Management bought 13 Consolidated Edison shares in Q2 2026, an estimated $1.41K.
  • Consolidated Edison made up 0.11% of Occidental Asset Management's portfolio in Q2 2026, its #123 holding.
  • Occidental Asset Management first reported a position in Consolidated Edison in Q2 2025 and has held it in 5 quarters since.
  • Occidental Asset Management's Consolidated Edison position peaked at $1.15M in Q1 2026.
  • 1,423 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2026.

Based on Occidental Asset Management's 13F filing for Q2 2026, filed 7 Aug 2026.