Smallwood Wealth Investment Management’s Consolidated Edison ED Stock Holding History

Smallwood Wealth Investment 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 Q2	$58.9K	Hold	532	–	–	0.03%	179
2026 Q1	$60.2K	Hold	532	–	–	0.03%	159
2025 Q4	$52.8K	Hold	532	–	–	0.03%	173
2025 Q3	$53.5K	Hold	532	–	–	0.03%	173
2025 Q2	$53.4K	Hold	532	–	–	0.03%	162
2025 Q1	$58.8K	Buy	+532	New	+$52.2K	0.04%	148

Other funds holding ED

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

Smallwood Wealth Investment Management's ED Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its Consolidated Edison (ED) position steady in Q2 2026 at 532 shares worth $58.9K. The position accounts for 0.03% of the portfolio, ranked #179.

Smallwood Wealth Investment Management first reported a position in ED in Q1 2025 and has held it in 6 quarters since. The position peaked at $60.2K in Q1 2026. 461 funds tracked by Wall St. Rank hold ED as of Q2 2026.

Smallwood Wealth Investment Management held 532 shares of Consolidated Edison worth $58.9K as of Q2 2026.
Smallwood Wealth Investment Management left its Consolidated Edison share count unchanged in Q2 2026.
Consolidated Edison made up 0.03% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #179 holding.
Smallwood Wealth Investment Management first reported a position in Consolidated Edison in Q1 2025 and has held it in 6 quarters since.
Smallwood Wealth Investment Management's Consolidated Edison position peaked at $60.2K in Q1 2026.
461 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.