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Alteri Wealth’s Consolidated Edison ED Stock Holding History

Alteri 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
2025
Q3 		– Sell
-3,007
Closed -$302K – 285
2025
Q2 		$302K Sell
3,007
-951
-24% -$101K 0.12% 199
2025
Q1 		$438K Buy
3,958
+234
+6% +$22.9K 0.19% 140
2024
Q4 		$332K Buy
+3,724
New +$367K 0.09% 169

Other funds holding ED

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Alteri Wealth's ED Position: Q3 2025 in Review

Alteri Wealth sold out of Consolidated Edison (ED) in Q3 2025, closing a stake of 3,007 shares — an estimated $302K sold.

Alteri Wealth first reported a position in ED in Q4 2024 and held it in 3 quarters. The position peaked at $438K in Q1 2025. 1,305 funds tracked by Wall St. Rank hold ED as of Q3 2025.

  • Alteri Wealth reported no remaining Consolidated Edison position as of Q3 2025 after selling out during the quarter.
  • Alteri Wealth sold 3,007 Consolidated Edison shares in Q3 2025, an estimated $302K.
  • Alteri Wealth first reported a position in Consolidated Edison in Q4 2024 and held it in 3 quarters.
  • Alteri Wealth's Consolidated Edison position peaked at $438K in Q1 2025.
  • 1,305 funds tracked by Wall St. Rank held Consolidated Edison as of Q3 2025.

Based on Alteri Wealth's 13F filing for Q3 2025, filed 10 Nov 2025.