Avidian Wealth Enterprises
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
Q3 		$1.14M Sell
11,170
-142
-1% -$15.4K 0.03% 307
2026
Q2 		$1.25M Buy
11,312
+3,430
+44% +$373K 0.03% 278
2026
Q1 		$892K Sell
7,882
-62
-0.8% -$6.72K 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% +$7.44K 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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Avidian Wealth Enterprises's ED Position: Q3 2026 in Review

Avidian Wealth Enterprises reduced its Consolidated Edison (ED) stake by 1.3% in Q3 2026, selling an estimated $15.4K and leaving 11,170 shares worth $1.14M. The position accounts for 0.03% of the portfolio, ranked #307.

Avidian Wealth Enterprises first reported a position in ED in Q1 2019 and has held it in 31 quarters since. The position peaked at $1.25M in Q2 2026. 916 funds tracked by Wall St. Rank hold ED as of Q3 2026.

  • Avidian Wealth Enterprises held 11,170 shares of Consolidated Edison worth $1.14M as of Q3 2026.
  • Avidian Wealth Enterprises sold 142 Consolidated Edison shares in Q3 2026, an estimated $15.4K.
  • Consolidated Edison made up 0.03% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #307 holding.
  • Avidian Wealth Enterprises first reported a position in Consolidated Edison in Q1 2019 and has held it in 31 quarters since.
  • Avidian Wealth Enterprises's Consolidated Edison position peaked at $1.25M in Q2 2026.
  • 916 funds tracked by Wall St. Rank held Consolidated Edison as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.