AWE
ED icon

Avidian Wealth Enterprises’s Consolidated Edison ED Stock Holding History

Avidian Wealth Enterprises’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
Q2 		$1.25M Buy
11,312
+3,430
+44% +$373K 0.03% 278
2026
Q1 		$892K Sell
7,882
-62
-0.8% -$6.71K 0.03% 305
2025
Q4 		$789K Sell
7,944
-353
-4% -$35K 0.03% 272
2025
Q3 		$834K Buy
8,297
+81
+1% +$8.13K 0.03% 250
2025
Q2 		$824K Buy
8,216
+119
+1% +$12.6K 0.03% 233
2025
Q1 		$895K Sell
8,097
-44
-0.5% -$4.32K 0.04% 212
2024
Q4 		$726K Sell
8,141
-2,084
-20% -$205K 0.03% 236
2024
Q3 		$1.06M Buy
10,225
+147
+1% +$14.5K 0.05% 180
2024
Q2 		$901K Buy
10,078
+100
+1% +$9.27K 0.04% 199
2024
Q1 		$906K Sell
9,978
-1,295
-11% -$116K 0.04% 184
2023
Q4 		$1.03M Buy
11,273
+20
+0.2% +$1.79K 0.06% 165
2023
Q3 		$962K Buy
11,253
+202
+2% +$18.4K 0.07% 166
2023
Q2 		$999K Sell
11,051
-1,092
-9% -$104K 0.07% 177
2023
Q1 		$1.16M Buy
12,143
+582
+5% +$54.5K 0.06% 181
2022
Q4 		$1.1M Buy
11,561
+336
+3% +$30.6K 0.07% 162
2022
Q3 		$963K Sell
11,225
-38
-0.3% -$3.67K 0.07% 152
2022
Q2 		$1.07M Buy
11,263
+286
+3% +$27.2K 0.08% 159
2022
Q1 		$1.04M Buy
10,977
+766
+8% +$66.2K 0.06% 190
2021
Q4 		$871K Buy
10,211
+16
+0.2% +$1.26K 0.05% 207
2021
Q3 		$740K Buy
10,195
+1,376
+16% +$103K 0.06% 161
2021
Q2 		$632K Buy
8,819
+341
+4% +$26.2K 0.05% 182
2021
Q1 		$634K Sell
8,478
-444
-5% -$31.2K 0.05% 173
2020
Q4 		$645K Buy
8,922
+510
+6% +$39.6K 0.06% 150
2020
Q3 		$654K Buy
8,412
+2,759
+49% +$204K 0.07% 133
2020
Q2 		$407K Buy
5,653
+1,366
+32% +$105K 0.05% 152
2020
Q1 		$334K Buy
4,287
+453
+12% +$39.7K 0.05% 137
2019
Q4 		$347K Buy
3,834
+83
+2% +$7.43K 0.05% 159
2019
Q3 		$354K Buy
3,751
+172
+5% +$15.3K 0.06% 131
2019
Q2 		$314K Buy
3,579
+758
+27% +$65.3K 0.07% 99
2019
Q1 		$239K Buy
+2,821
New +$225K 0.05% 109

Other funds holding ED

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

Avidian Wealth Enterprises's ED Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its Consolidated Edison (ED) stake by 44% in Q2 2026, buying an estimated $373K and bringing the position to 11,312 shares worth $1.25M. The position accounts for 0.03% of the portfolio, ranked #278.

Avidian Wealth Enterprises first reported a position in ED in Q1 2019 and has held it in 30 quarters since. 1,430 funds tracked by Wall St. Rank hold ED as of Q2 2026.

  • Avidian Wealth Enterprises held 11,312 shares of Consolidated Edison worth $1.25M as of Q2 2026.
  • Avidian Wealth Enterprises bought 3,430 Consolidated Edison shares in Q2 2026, an estimated $373K.
  • Consolidated Edison made up 0.03% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #278 holding.
  • Avidian Wealth Enterprises first reported a position in Consolidated Edison in Q1 2019 and has held it in 30 quarters since.
  • 1,430 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.