AAS
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Avantax Advisory Services’s Consolidated Edison ED Stock Holding History

Avantax Advisory Services’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 		$2.41M Buy
24,045
+1,095
+5% +$116K 0.01% 709
2025
Q1 		$2.54M Sell
22,950
-1,870
-8% -$183K 0.02% 647
2024
Q4 		$2.21M Buy
24,820
+1,684
+7% +$166K 0.01% 667
2024
Q3 		$2.41M Buy
23,136
+202
+0.9% +$20K 0.02% 613
2024
Q2 		$2.05M Sell
22,934
-2,295
-9% -$213K 0.01% 653
2024
Q1 		$2.29M Buy
25,229
+3,381
+15% +$303K 0.02% 504
2023
Q4 		$1.99M Sell
21,848
-1,439
-6% -$129K 0.02% 499
2023
Q3 		$1.99M Sell
23,287
-1,554
-6% -$142K 0.02% 457
2023
Q2 		$2.25M Sell
24,841
-8
-0% -$765 0.03% 424
2023
Q1 		$2.38M Buy
24,849
+3,664
+17% +$343K 0.03% 393
2022
Q4 		$2.02M Buy
21,185
+815
+4% +$74.2K 0.03% 429
2022
Q3 		$1.75M Buy
20,370
+1,716
+9% +$166K 0.03% 403
2022
Q2 		$1.77M Buy
18,654
+1,326
+8% +$126K 0.03% 402
2022
Q1 		$1.64M Buy
17,328
+718
+4% +$62K 0.02% 422
2021
Q4 		$1.42M Sell
16,610
-376
-2% -$29.5K 0.02% 432
2021
Q3 		$1.23M Sell
16,986
-1,218
-7% -$90.9K 0.02% 432
2021
Q2 		$1.3M Sell
18,204
-12,522
-41% -$961K 0.02% 418
2021
Q1 		$2.3M Buy
30,726
+7,563
+33% +$532K 0.05% 261
2020
Q4 		$1.67M Sell
23,163
-30,362
-57% -$2.36M 0.04% 301
2020
Q3 		$4.17M Buy
53,525
+37,262
+229% +$2.75M 0.07% 230
2020
Q2 		$1.17M Buy
16,263
+1,082
+7% +$83.1K 0.03% 314
2020
Q1 		$1.19M Sell
15,181
-647
-4% -$56.7K 0.04% 271
2019
Q4 		$1.43M Buy
15,828
+1,281
+9% +$115K 0.03% 269
2019
Q3 		$1.37M Buy
14,547
+2,488
+21% +$221K 0.06% 168
2019
Q2 		$1.06M Buy
12,059
+499
+4% +$43K 0.05% 185
2019
Q1 		$980K Buy
11,560
+3,132
+37% +$250K 0.05% 178
2018
Q4 		$644K Buy
+8,428
New +$659K 0.11% 183

Other funds holding ED

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Avantax Advisory Services's ED Position: Q2 2025 in Review

Avantax Advisory Services increased its Consolidated Edison (ED) stake by 4.8% in Q2 2025, buying an estimated $116K and bringing the position to 24,045 shares worth $2.41M. The position accounts for 0.01% of the portfolio, ranked #709.

Avantax Advisory Services first reported a position in ED in Q4 2018 and has held it in 27 quarters since. The position peaked at $4.17M in Q3 2020. 1,299 funds tracked by Wall St. Rank hold ED as of Q2 2025.

  • Avantax Advisory Services held 24,045 shares of Consolidated Edison worth $2.41M as of Q2 2025.
  • Avantax Advisory Services bought 1,095 Consolidated Edison shares in Q2 2025, an estimated $116K.
  • Consolidated Edison made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #709 holding.
  • Avantax Advisory Services first reported a position in Consolidated Edison in Q4 2018 and has held it in 27 quarters since.
  • Avantax Advisory Services's Consolidated Edison position peaked at $4.17M in Q3 2020.
  • 1,299 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.