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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
2026
Q1 		– Sell
-3,161
Closed -$314K – 420
2025
Q4 		$314K Sell
3,161
-9
-0.3% -$893 0.02% 574
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 		$527M 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

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

Arete Wealth Advisors's ED Position: Q1 2026 in Review

Arete Wealth Advisors sold out of Consolidated Edison (ED) in Q1 2026, closing a stake of 3,161 shares — an estimated $314K sold.

Arete Wealth Advisors first reported a position in ED in Q2 2018 and held it in 18 quarters. The position peaked at $527M in Q4 2022. 1,413 funds tracked by Wall St. Rank hold ED as of Q1 2026.

  • Arete Wealth Advisors reported no remaining Consolidated Edison position as of Q1 2026 after selling out during the quarter.
  • Arete Wealth Advisors sold 3,161 Consolidated Edison shares in Q1 2026, an estimated $314K.
  • Arete Wealth Advisors first reported a position in Consolidated Edison in Q2 2018 and held it in 18 quarters.
  • Arete Wealth Advisors's Consolidated Edison position peaked at $527M in Q4 2022.
  • 1,413 funds tracked by Wall St. Rank held Consolidated Edison as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.