AWM
ED icon

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
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% -$9.71K 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

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

Aviso Wealth Management's ED Position: Q2 2026 in Review

Aviso Wealth Management reduced its Consolidated Edison (ED) stake by 1.1% in Q2 2026, selling an estimated $9.24K and leaving 7,777 shares worth $860K. The position accounts for 0.29% of the portfolio, ranked #67.

Aviso Wealth Management first reported a position in ED in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.2M in Q2 2024. 1,431 funds tracked by Wall St. Rank hold ED as of Q2 2026.

  • Aviso Wealth Management held 7,777 shares of Consolidated Edison worth $860K as of Q2 2026.
  • Aviso Wealth Management sold 85 Consolidated Edison shares in Q2 2026, an estimated $9.24K.
  • Consolidated Edison made up 0.29% of Aviso Wealth Management's portfolio in Q2 2026, its #67 holding.
  • Aviso Wealth Management first reported a position in Consolidated Edison in Q4 2023 and has held it in 11 quarters since.
  • Aviso Wealth Management's Consolidated Edison position peaked at $1.2M in Q2 2024.
  • 1,431 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2026.

Based on Aviso Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.