Aviso Wealth Management’s Consolidated Edison ED Stock Holding History

Aviso 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
2026 Q3	$781K	Sell	7,642 -135	-2%	-$14.6K	0.3%	72
2026 Q2	$860K	Sell	7,777 -85	-1%	-$9.24K	0.29%	67
2026 Q1	$890K	Sell	7,862 -899	-10%	-$97.4K	0.4%	55
2025 Q4	$870K	Buy	8,761 +1	+0%	+$99	0.37%	62
2025 Q3	$881K	Sell	8,760 -25	-0.3%	-$2.51K	0.38%	65
2025 Q2	$882K	Sell	8,785 -269	-3%	-$28.5K	0.41%	61
2025 Q1	$1M	Sell	9,054 -99	-1%	-$9.7K	0.53%	51
2024 Q4	$817K	Buy	9,153 +70	+0.8%	+$6.89K	0.42%	64
2024 Q3	$946K	Sell	9,083 -4,316	-32%	-$427K	0.51%	50
2024 Q2	$1.2M	Buy	13,399 +481	+4%	+$44.6K	0.71%	36
2024 Q1	$1.17M	Buy	12,918 +7,481	+138%	+$671K	0.74%	34
2023 Q4	$495K	Buy	+5,437	New	+$486K	0.36%	72

Other funds holding ED

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Aviso Wealth Management's ED Position: Q3 2026 in Review

Aviso Wealth Management reduced its Consolidated Edison (ED) stake by 1.7% in Q3 2026, selling an estimated $14.6K and leaving 7,642 shares worth $781K. The position accounts for 0.3% of the portfolio, ranked #72.

Aviso Wealth Management first reported a position in ED in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.2M in Q2 2024. 916 funds tracked by Wall St. Rank hold ED as of Q3 2026.

Aviso Wealth Management held 7,642 shares of Consolidated Edison worth $781K as of Q3 2026.
Aviso Wealth Management sold 135 Consolidated Edison shares in Q3 2026, an estimated $14.6K.
Consolidated Edison made up 0.3% of Aviso Wealth Management's portfolio in Q3 2026, its #72 holding.
Aviso Wealth Management first reported a position in Consolidated Edison in Q4 2023 and has held it in 12 quarters since.
Aviso Wealth Management's Consolidated Edison position peaked at $1.2M in Q2 2024.
916 funds tracked by Wall St. Rank held Consolidated Edison as of Q3 2026.

Based on Aviso Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.