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SlateStone Wealth’s Consolidated Edison ED Stock Holding History

SlateStone Wealth’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
Q2 		$2.44M Buy
22,022
+154
+0.7% +$16.7K 0.19% 101
2026
Q1 		$2.48M Buy
21,868
+1,935
+10% +$210K 0.2% 97
2025
Q4 		$1.98M Buy
19,933
+517
+3% +$51.3K 0.17% 115
2025
Q3 		$1.95M Buy
19,416
+452
+2% +$45.4K 0.17% 112
2025
Q2 		$1.9M Buy
18,964
+726
+4% +$76.9K 0.18% 106
2025
Q1 		$2.02M Buy
18,238
+849
+5% +$83.3K 0.2% 95
2024
Q4 		$1.55M Buy
17,389
+935
+6% +$92.1K 0.15% 117
2024
Q3 		$1.71M Buy
16,454
+231
+1% +$22.8K 0.15% 114
2024
Q2 		$1.45M Buy
16,223
+1,095
+7% +$102K 0.16% 117
2024
Q1 		$1.37M Buy
15,128
+7,982
+112% +$716K 0.14% 120
2023
Q4 		$650K Buy
7,146
+165
+2% +$14.7K 0.08% 151
2023
Q3 		$597K Buy
6,981
+2,769
+66% +$252K 0.09% 143
2023
Q2 		$381K Sell
4,212
-234
-5% -$22.4K 0.07% 158
2023
Q1 		$425K Buy
4,446
+1,883
+73% +$176K 0.09% 153
2022
Q4 		$244K Buy
2,563
+143
+6% +$13K 0.06% 178
2022
Q3 		$208K Buy
2,420
+107
+5% +$10.3K 0.06% 180
2022
Q2 		$220K Buy
+2,313
New +$220K 0.06% 174

Other funds holding ED

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
PTPFOECYE
PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

SlateStone Wealth's ED Position: Q2 2026 in Review

SlateStone Wealth increased its Consolidated Edison (ED) stake by 0.7% in Q2 2026, buying an estimated $16.7K and bringing the position to 22,022 shares worth $2.44M. The position accounts for 0.19% of the portfolio, ranked #101.

SlateStone Wealth first reported a position in ED in Q2 2022 and has held it in 17 quarters since. The position peaked at $2.48M in Q1 2026. 257 funds tracked by Wall St. Rank hold ED as of Q2 2026.

  • SlateStone Wealth held 22,022 shares of Consolidated Edison worth $2.44M as of Q2 2026.
  • SlateStone Wealth bought 154 Consolidated Edison shares in Q2 2026, an estimated $16.7K.
  • Consolidated Edison made up 0.19% of SlateStone Wealth's portfolio in Q2 2026, its #101 holding.
  • SlateStone Wealth first reported a position in Consolidated Edison in Q2 2022 and has held it in 17 quarters since.
  • SlateStone Wealth's Consolidated Edison position peaked at $2.48M in Q1 2026.
  • 257 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2026.

Based on SlateStone Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.