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Avion Wealth’s Consolidated Edison ED Stock Holding History

Avion Wealth’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 		$292K Buy
2,647
+4
+0.2% +$435 0.05% 88
2026
Q1 		$299K Buy
2,643
+14
+0.5% +$1.52K 0.06% 77
2025
Q4 		$261K Sell
2,629
-13
-0.5% -$1.29K 0.05% 82
2025
Q3 		$265K Hold
2,642
– – 0.06% 81
2025
Q2 		$265K Buy
2,642
+46
+2% +$4.87K 0.06% 73
2025
Q1 		$231K Hold
2,596
– – 0.06% 74
2024
Q4 		$231K Buy
2,596
+36
+1% +$3.54K 0.06% 74
2024
Q3 		$266K Sell
2,560
-5
-0.2% -$495 0.07% 67
2024
Q2 		$229K Buy
2,565
+11
+0.4% +$1.02K 0.06% 70
2024
Q1 		$232K Buy
2,554
+7
+0.3% +$628 0.06% 70
2023
Q4 		$232K Buy
2,547
+35
+1% +$3.13K 0.07% 68
2023
Q3 		$214K Sell
2,512
-11
-0.4% -$1K 0.06% 66
2023
Q2 		$228K Buy
2,523
+23
+0.9% +$2.2K 0.06% 66
2023
Q1 		$238K Hold
2,500
– – 0.06% 62
2022
Q4 		$214K Hold
2,500
– – 0.07% 61
2022
Q3 		$214K Hold
2,500
– – 0.07% 61
2022
Q2 		$238K Hold
2,500
– – 0.07% 57
2022
Q1 		$237K Hold
2,500
– – 0.07% 54
2021
Q4 		$213K Hold
2,500
– – 0.06% 53
2021
Q3 		$181K Hold
2,500
– – 0.05% 53
2021
Q2 		$179K Hold
2,500
– – 0.05% 54
2021
Q1 		$187K Hold
2,500
– – 0.07% 45
2020
Q4 		$181K Hold
2,500
– – 0.06% 46
2020
Q3 		$195K Hold
2,500
– – 0.07% 41
2020
Q2 		$180K Hold
2,500
– – 0.06% 42
2020
Q1 		$195K Hold
2,500
– – 0.08% 37
2019
Q4 		$226K Hold
2,500
– – 0.2% 42
2019
Q3 		$236K Buy
+2,500
New +$222K 0.23% 38

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

Avion Wealth's ED Position: Q2 2026 in Review

Avion Wealth increased its Consolidated Edison (ED) stake by 0.15% in Q2 2026, buying an estimated $435 and bringing the position to 2,647 shares worth $292K. The position accounts for 0.05% of the portfolio, ranked #88.

Avion Wealth first reported a position in ED in Q3 2019 and has held it in 28 quarters since. The position peaked at $299K in Q1 2026. 1,430 funds tracked by Wall St. Rank hold ED as of Q2 2026.

  • Avion Wealth held 2,647 shares of Consolidated Edison worth $292K as of Q2 2026.
  • Avion Wealth bought 4 Consolidated Edison shares in Q2 2026, an estimated $435.
  • Consolidated Edison made up 0.05% of Avion Wealth's portfolio in Q2 2026, its #88 holding.
  • Avion Wealth first reported a position in Consolidated Edison in Q3 2019 and has held it in 28 quarters since.
  • Avion Wealth's Consolidated Edison position peaked at $299K in Q1 2026.
  • 1,430 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.