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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

DAM

Diamant Asset Management Ridgefield, Connecticut $147M AUM 25.76% 1-Year Est. Return

Aviso Wealth Management's ED Position: Q1 2026 in Review

Aviso Wealth Management reduced its Consolidated Edison (ED) stake by 10% in Q1 2026, selling an estimated $97.4K and leaving 7,862 shares worth $890K. The position accounts for 0.4% of the portfolio, ranked #55.

Aviso Wealth Management first reported a position in ED in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.2M in Q2 2024. 1,415 funds tracked by Wall St. Rank hold ED as of Q1 2026.

Aviso Wealth Management held 7,862 shares of Consolidated Edison worth $890K as of Q1 2026.
Aviso Wealth Management sold 899 Consolidated Edison shares in Q1 2026, an estimated $97.4K.
Consolidated Edison made up 0.4% of Aviso Wealth Management's portfolio in Q1 2026, its #55 holding.
Aviso Wealth Management first reported a position in Consolidated Edison in Q4 2023 and has held it in 10 quarters since.
Aviso Wealth Management's Consolidated Edison position peaked at $1.2M in Q2 2024.
1,415 funds tracked by Wall St. Rank held Consolidated Edison as of Q1 2026.

Based on Aviso Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.