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Aptus Capital Advisors’s Consolidated Edison ED Stock Holding History

Aptus Capital Advisors’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 		$1.46M Buy
13,170
+914
+7% +$99.4K 0.01% 556
2026
Q1 		$1.39M Sell
12,256
-860
-7% -$93.1K 0.01% 530
2025
Q4 		$1.3M Buy
13,116
+1,739
+15% +$173K 0.01% 526
2025
Q3 		$1.14M Buy
11,377
+3,619
+47% +$363K 0.01% 529
2025
Q2 		$778K Buy
7,758
+249
+3% +$26.4K 0.01% 581
2025
Q1 		$830K Buy
7,509
+1,375
+22% +$135K 0.01% 543
2024
Q4 		$547K Buy
6,134
+556
+10% +$54.8K 0.01% 605
2024
Q3 		$581K Sell
5,578
-106
-2% -$10.5K 0.01% 507
2024
Q2 		$508K Sell
5,684
-751
-12% -$69.6K 0.01% 509
2024
Q1 		$584K Buy
6,435
+2,230
+53% +$200K 0.01% 481
2023
Q4 		$383K Buy
4,205
+18
+0.4% +$1.61K 0.01% 427
2023
Q3 		$358K Buy
+4,187
New +$381K 0.01% 442

Other funds holding ED

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Aptus Capital Advisors's ED Position: Q2 2026 in Review

Aptus Capital Advisors increased its Consolidated Edison (ED) stake by 7.5% in Q2 2026, buying an estimated $99.4K and bringing the position to 13,170 shares worth $1.46M. The position accounts for 0.01% of the portfolio, ranked #556.

Aptus Capital Advisors first reported a position in ED in Q3 2023 and has held it in 12 quarters since. 1,430 funds tracked by Wall St. Rank hold ED as of Q2 2026.

  • Aptus Capital Advisors held 13,170 shares of Consolidated Edison worth $1.46M as of Q2 2026.
  • Aptus Capital Advisors bought 914 Consolidated Edison shares in Q2 2026, an estimated $99.4K.
  • Consolidated Edison made up 0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #556 holding.
  • Aptus Capital Advisors first reported a position in Consolidated Edison in Q3 2023 and has held it in 12 quarters since.
  • 1,430 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.