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Arete Wealth Advisors’s Consolidated Edison ED Stock Holding History

Arete Wealth 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
2025
Q4 		– Sell
-3,170
Closed -$318K – 466
2025
Q3 		$318K Buy
3,170
+64
+2% +$6.42K 0.02% 579
2025
Q2 		$312K Sell
3,106
-1,768
-36% -$187K 0.02% 545
2025
Q1 		$539K Sell
4,874
-300
-6% -$29.4K 0.04% 367
2024
Q4 		$461K Buy
5,174
+1,958
+61% +$193K 0.03% 433
2024
Q3 		$335K Sell
3,216
-1,864
-37% -$184K 0.03% 487
2024
Q2 		$454K Buy
+5,080
New +$471K 0.04% 416
2024
Q1 		– Sell
-5,591
Closed -$509K – 466
2023
Q4 		$509K Sell
5,591
-490
-8% -$43.8K 0.04% 397
2023
Q3 		$520K Sell
6,081
-634
-9% -$57.7K 0.09% 229
2023
Q2 		$607K Buy
6,715
+1,286
+24% +$123K 0.05% 324
2023
Q1 		$519K Sell
5,429
-100
-2% -$9.37K 0.04% 335
2022
Q4 		$527K Buy
5,529
+2,210
+67% +$201K 0.05% 316
2022
Q3 		$285K Buy
+3,319
New +$320K 0.03% 411
2020
Q1 		– Sell
-2,428
Closed -$220K – 360
2019
Q4 		$220K Sell
2,428
-210
-8% -$18.8K 0.04% 355
2019
Q3 		$249K Buy
2,638
+305
+13% +$27.1K 0.05% 328
2019
Q2 		$205K Sell
2,333
-199
-8% -$17.1K 0.04% 366
2019
Q1 		$215K Buy
+2,532
New +$202K 0.04% 346
2018
Q3 		– Sell
-3,133
Closed -$244K – 374
2018
Q2 		$244K Buy
+3,133
New +$239K 0.06% 310

Other funds holding ED

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Arete Wealth Advisors's ED Position: Q4 2025 in Review

Arete Wealth Advisors sold out of Consolidated Edison (ED) in Q4 2025, closing a stake of 3,170 shares — an estimated $318K sold.

Arete Wealth Advisors first reported a position in ED in Q2 2018 and held it in 17 quarters. The position peaked at $607K in Q2 2023. 1,360 funds tracked by Wall St. Rank hold ED as of Q4 2025.

  • Arete Wealth Advisors reported no remaining Consolidated Edison position as of Q4 2025 after selling out during the quarter.
  • Arete Wealth Advisors sold 3,170 Consolidated Edison shares in Q4 2025, an estimated $318K.
  • Arete Wealth Advisors first reported a position in Consolidated Edison in Q2 2018 and held it in 17 quarters.
  • Arete Wealth Advisors's Consolidated Edison position peaked at $607K in Q2 2023.
  • 1,360 funds tracked by Wall St. Rank held Consolidated Edison as of Q4 2025.

Based on Arete Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.