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Atria Wealth Solutions’s Consolidated Edison ED Stock Holding History

Atria Wealth Solutions’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
Q2 		$2.38M Sell
23,677
-13,753
-37% -$1.46M 0.05% 374
2025
Q1 		$4.14M Sell
37,430
-899
-2% -$88.2K 0.05% 398
2024
Q4 		$3.42M Sell
38,329
-790
-2% -$77.8K 0.04% 464
2024
Q3 		$4.07M Sell
39,119
-315
-0.8% -$31.2K 0.04% 400
2024
Q2 		$3.53M Sell
39,434
-6,201
-14% -$575K 0.04% 436
2024
Q1 		$4.14M Sell
45,635
-745
-2% -$66.8K 0.05% 389
2023
Q4 		$4.22M Buy
46,380
+1,213
+3% +$108K 0.05% 356
2023
Q3 		$3.86M Buy
45,167
+2,380
+6% +$217K 0.05% 355
2023
Q2 		$3.87M Buy
42,787
+3,238
+8% +$310K 0.05% 359
2023
Q1 		$3.78M Buy
39,549
+6,839
+21% +$640K 0.06% 340
2022
Q4 		$3.12M Sell
32,710
-192
-0.6% -$17.5K 0.05% 368
2022
Q3 		$2.82M Buy
32,902
+1,469
+5% +$142K 0.05% 366
2022
Q2 		$2.99M Buy
31,433
+4,015
+15% +$382K 0.06% 340
2022
Q1 		$2.6M Buy
+27,418
New +$2.37M 0.04% 406

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Atria Wealth Solutions's ED Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Consolidated Edison (ED) stake by 37% in Q2 2025, selling an estimated $1.46M and leaving 23,677 shares worth $2.38M. The position accounts for 0.05% of the portfolio, ranked #374.

Atria Wealth Solutions first reported a position in ED in Q1 2022 and has held it in 14 quarters since. The position peaked at $4.22M in Q4 2023. 1,302 funds tracked by Wall St. Rank hold ED as of Q2 2025.

  • Atria Wealth Solutions held 23,677 shares of Consolidated Edison worth $2.38M as of Q2 2025.
  • Atria Wealth Solutions sold 13,753 Consolidated Edison shares in Q2 2025, an estimated $1.46M.
  • Consolidated Edison made up 0.05% of Atria Wealth Solutions's portfolio in Q2 2025, its #374 holding.
  • Atria Wealth Solutions first reported a position in Consolidated Edison in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's Consolidated Edison position peaked at $4.22M in Q4 2023.
  • 1,302 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.