AWM
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AE Wealth Management’s Consolidated Edison ED Stock Holding History

AE 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
Q1 		$1.73M Sell
15,312
-1,341
-8% -$145K 0.01% 687
2025
Q4 		$1.65M Buy
16,653
+2,238
+16% +$222K 0.01% 664
2025
Q3 		$1.45M Buy
14,415
+5,118
+55% +$514K 0.01% 652
2025
Q2 		$933K Buy
9,297
+2,567
+38% +$272K 0.01% 743
2025
Q1 		$744K Sell
6,730
-1,592
-19% -$156K 0.01% 797
2024
Q4 		$743K Sell
8,322
-2,257
-21% -$222K 0.01% 778
2024
Q3 		$1.1M Sell
10,579
-833
-7% -$82.4K 0.01% 674
2024
Q2 		$1.02M Buy
11,412
+2,163
+23% +$201K 0.01% 694
2024
Q1 		$840K Sell
9,249
-25,558
-73% -$2.29M 0.01% 692
2023
Q4 		$3.13M Buy
34,807
+1,201
+4% +$107K 0.02% 750
2023
Q3 		$2.87M Buy
33,606
+6,366
+23% +$580K 0.02% 723
2023
Q2 		$2.46M Buy
27,240
+5,498
+25% +$526K 0.01% 778
2023
Q1 		$2.08M Sell
21,742
-630
-3% -$59K 0.01% 782
2022
Q4 		$2.13M Sell
22,372
-399
-2% -$36.3K 0.02% 719
2022
Q3 		$1.95M Buy
22,771
+949
+4% +$91.6K 0.02% 709
2022
Q2 		$2.08M Sell
21,822
-1,707
-7% -$163K 0.02% 662
2022
Q1 		$2.23M Buy
23,529
+1,446
+7% +$125K 0.02% 679
2021
Q4 		$1.88M Sell
22,083
-791
-3% -$62.2K 0.01% 713
2021
Q3 		$1.66M Buy
22,874
+2,211
+11% +$165K 0.01% 701
2021
Q2 		$1.48M Buy
20,663
+1,267
+7% +$97.3K 0.01% 721
2021
Q1 		$1.45M Sell
19,396
-5,249
-21% -$369K 0.01% 662
2020
Q4 		$1.78M Sell
24,645
-796
-3% -$61.8K 0.02% 531
2020
Q3 		$1.98M Buy
25,441
+2,949
+13% +$218K 0.03% 421
2020
Q2 		$1.62M Sell
22,492
-8,920
-28% -$685K 0.03% 473
2020
Q1 		$2.45M Buy
31,412
+15,401
+96% +$1.35M 0.06% 269
2019
Q4 		$1.45M Buy
16,011
+3,047
+24% +$273K 0.03% 439
2019
Q3 		$1.23M Buy
12,964
+3,161
+32% +$281K 0.04% 400
2019
Q2 		$860K Buy
9,803
+4,810
+96% +$414K 0.03% 449
2019
Q1 		$423K Buy
4,993
+1,016
+26% +$81.2K 0.03% 375
2018
Q4 		$304K Sell
3,977
-4,715
-54% -$369K 0.05% 344
2018
Q3 		$662K Buy
8,692
+772
+10% +$60.8K 0.04% 274
2018
Q2 		$618K Buy
7,920
+123
+2% +$9.4K 0.04% 234
2018
Q1 		$608K Buy
7,797
+1,306
+20% +$102K 0.05% 232
2017
Q4 		$551K Sell
6,491
-533
-8% -$45.8K 0.05% 230
2017
Q3 		$567K Buy
7,024
+104
+2% +$8.61K 0.05% 220
2017
Q2 		$559K Sell
6,920
-633
-8% -$51.2K 0.07% 216
2017
Q1 		$587K Buy
7,553
+4,010
+113% +$301K 0.11% 155
2016
Q4 		$261K Buy
+3,543
New +$256K 0.11% 162

Other funds holding ED

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

AE Wealth Management's ED Position: Q1 2026 in Review

AE Wealth Management reduced its Consolidated Edison (ED) stake by 8.1% in Q1 2026, selling an estimated $145K and leaving 15,312 shares worth $1.73M. The position accounts for 0.01% of the portfolio, ranked #687.

AE Wealth Management first reported a position in ED in Q4 2016 and has held it in 38 quarters since. The position peaked at $3.13M in Q4 2023. 1,413 funds tracked by Wall St. Rank hold ED as of Q1 2026.

  • AE Wealth Management held 15,312 shares of Consolidated Edison worth $1.73M as of Q1 2026.
  • AE Wealth Management sold 1,341 Consolidated Edison shares in Q1 2026, an estimated $145K.
  • Consolidated Edison made up 0.01% of AE Wealth Management's portfolio in Q1 2026, its #687 holding.
  • AE Wealth Management first reported a position in Consolidated Edison in Q4 2016 and has held it in 38 quarters since.
  • AE Wealth Management's Consolidated Edison position peaked at $3.13M in Q4 2023.
  • 1,413 funds tracked by Wall St. Rank held Consolidated Edison as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.