Quotient Wealth Partners, LLC

Position in ED — Consolidated Edison Inc

CIK 2004904 DALLAS, TX

Position in ED

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$473,607

+$21,114 QoQ

Shares Held

4,281

+7.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#760

of 1,422 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Quotient Wealth Partners, LLC holds $5,807,880 across 8 Utilities - Regulated Electric names. ED ranks #4 (8.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XEL	Xcel Energy Inc	27,768	$2,229,770
2	NEE	Nextera Energy Inc	10,798	$947,740
3	DUK	Duke Energy CORP	4,371	$553,281
4	ED	Consolidated Edison Inc This page	4,281	$473,607
5	AEP	American Electric Power Co Inc	3,348	$458,039
6	D	Dominion Energy, Inc	6,518	$445,114
7	SO	Southern Co	4,455	$426,388
8	ETR	Entergy Corp /De/	2,385	$273,941

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$473,607	4,281	+7.1%	Shares	Sole	2026-08-03
2026-03-31	$452,493	3,998	+1.1%	Shares	Sole	2026-04-16
2025-12-31	$392,611	3,953	+0.3%	Shares	Sole	2026-01-22
2025-09-30	$396,249	3,942	-0.0%	Shares	Sole	2025-10-10
2025-06-30	$395,680	3,943	+3.5%	Shares	Sole	2025-07-29
2025-03-31	$421,458	3,811	-0.7%	Shares	Sole	2025-04-30
2024-12-31	$342,464	3,838	+0.2%	Shares	Sole	2025-01-28
2024-09-30	$398,713	3,829	-9.5%	Shares	Sole	2024-10-09
2024-06-30	$378,514	4,233	+1.9%	Shares	Sole	2024-07-24
2024-03-31	$377,224	4,154	+26.0%	Shares	Sole	2024-05-14
2023-12-31	$300,019	3,298	—	Shares	Sole	2024-02-08
No filing history on record for this holder in this stock.