AWM
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Avior Wealth Management’s Consolidated Edison ED Stock Holding History

Avior Wealth Management’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
Q1 		– Sell
-1,000
Closed -$89.3K – 1186
2024
Q4 		$89.3K Buy
1,000
+5
+0.5% +$492 ﹤0.01% 938
2024
Q3 		$104K Sell
995
-98
-9% -$9.69K ﹤0.01% 877
2024
Q2 		$97.7K Sell
1,093
-2,875
-72% -$267K ﹤0.01% 870
2024
Q1 		$360K Buy
3,968
+3,922
+8,526% +$352K 0.02% 536
2023
Q4 		$4.18K Sell
46
-425
-90% -$38K ﹤0.01% 1194
2023
Q3 		$40.3K Sell
471
-6
-1% -$546 ﹤0.01% 801
2023
Q2 		$43.2K Buy
477
+2
+0.4% +$191 ﹤0.01% 797
2023
Q1 		$45.5K Buy
+475
New +$44.5K ﹤0.01% 790
2021
Q1 		– Sell
-101
Closed -$7K – 1036
2020
Q4 		$7K Buy
101
+91
+910% +$7.07K ﹤0.01% 752
2020
Q3 		$0 Sell
10
-166
-94% -$12.3K ﹤0.01% 947
2020
Q2 		$12K Buy
176
+166
+1,660% +$12.7K ﹤0.01% 641
2020
Q1 		$0 Hold
10
– – ﹤0.01% 805
2019
Q4 		$0 Hold
10
– – ﹤0.01% 805
2019
Q3 		$0 Hold
10
– – ﹤0.01% 800
2019
Q2 		$1K Buy
+10
New +$861 ﹤0.01% 774
2018
Q2 		– Sell
-11
Closed -$1K – 800
2018
Q1 		$1K Hold
11
– – ﹤0.01% 723
2017
Q4 		$1K Buy
+11
New +$945 ﹤0.01% 727

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
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Avior Wealth Management's ED Position: Q1 2025 in Review

Avior Wealth Management sold out of Consolidated Edison (ED) in Q1 2025, closing a stake of 1,000 shares — an estimated $89.3K sold.

Avior Wealth Management first reported a position in ED in Q4 2017 and held it in 17 quarters. The position peaked at $360K in Q1 2024. 1,300 funds tracked by Wall St. Rank hold ED as of Q1 2025.

  • Avior Wealth Management reported no remaining Consolidated Edison position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 1,000 Consolidated Edison shares in Q1 2025, an estimated $89.3K.
  • Avior Wealth Management first reported a position in Consolidated Edison in Q4 2017 and held it in 17 quarters.
  • Avior Wealth Management's Consolidated Edison position peaked at $360K in Q1 2024.
  • 1,300 funds tracked by Wall St. Rank held Consolidated Edison as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.