Orca Wealth Management’s Consolidated Edison ED Stock Holding History

Orca 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	$528K	Buy	5,169 +22	+0.4%	+$2.38K	0.31%	53
2026 Q2	$569K	Hold	5,147	–	–	0.34%	48
2026 Q1	$583K	Hold	5,147	–	–	0.41%	44
2025 Q4	$550K	Sell	5,147 -2,544	-33%	-$252K	0.39%	46
2025 Q3	$773K	Hold	7,691	–	–	0.59%	43
2025 Q2	$772K	Buy	7,691 +63	+0.8%	+$6.67K	0.65%	43
2025 Q1	$844K	Hold	7,628	–	–	0.75%	39
2024 Q4	$681K	Buy	+7,628	New	+$751K	0.61%	46

Other funds holding ED

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

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

Orca Wealth Management increased its Consolidated Edison (ED) stake by 0.43% in Q3 2026, buying an estimated $2.38K and bringing the position to 5,169 shares worth $528K. The position accounts for 0.31% of the portfolio, ranked #53.

Orca Wealth Management first reported a position in ED in Q4 2024 and has held it in 8 quarters since. The position peaked at $844K in Q1 2025. 916 funds tracked by Wall St. Rank hold ED as of Q3 2026.

Orca Wealth Management held 5,169 shares of Consolidated Edison worth $528K as of Q3 2026.
Orca Wealth Management bought 22 Consolidated Edison shares in Q3 2026, an estimated $2.38K.
Consolidated Edison made up 0.31% of Orca Wealth Management's portfolio in Q3 2026, its #53 holding.
Orca Wealth Management first reported a position in Consolidated Edison in Q4 2024 and has held it in 8 quarters since.
Orca Wealth Management's Consolidated Edison position peaked at $844K in Q1 2025.
916 funds tracked by Wall St. Rank held Consolidated Edison as of Q3 2026.

Based on Orca Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.