AWA
ED icon

Arkadios Wealth Advisors’s Consolidated Edison ED Stock Holding History

Arkadios 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 		$808K Buy
7,138
+1,725
+32% +$187K 0.01% 894
2025
Q4 		$538K Buy
5,413
+943
+21% +$93.6K 0.01% 967
2025
Q3 		$449K Buy
4,470
+1,814
+68% +$182K 0.01% 978
2025
Q2 		$267K Sell
2,656
-37
-1% -$3.92K 0.01% 1096
2025
Q1 		$298K Buy
+2,693
New +$264K 0.01% 913
2021
Q4 		– Sell
-783
Closed -$56K – 893
2021
Q3 		$56K Buy
783
+1
+0.1% +$75 0.01% 840
2021
Q2 		$56K Buy
782
+548
+234% +$42.1K 0.01% 886
2021
Q1 		$17K Buy
234
+34
+17% +$2.39K ﹤0.01% 1016
2020
Q4 		$14K Buy
+200
New +$15.5K ﹤0.01% 862

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