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Axxcess Wealth Management’s Consolidated Edison ED Stock Holding History

Axxcess 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
Q4 		– Sell
-2,750
Closed -$276K – 1065
2025
Q3 		$276K Hold
2,750
– – 0.01% 782
2025
Q2 		$276K Hold
2,750
– – 0.01% 744
2025
Q1 		$304K Sell
2,750
-138
-5% -$13.5K 0.01% 678
2024
Q4 		$258K Sell
2,888
-5
-0.2% -$492 0.01% 716
2024
Q3 		$301K Sell
2,893
-187
-6% -$18.5K 0.01% 687
2024
Q2 		$275K Hold
3,080
– – 0.01% 682
2024
Q1 		$280K Hold
3,080
– – 0.01% 689
2023
Q4 		$280K Buy
+3,080
New +$275K 0.01% 665
2022
Q3 		– Sell
-3,304
Closed -$314K – 562
2022
Q2 		$314K Buy
+3,304
New +$315K 0.03% 386

Other funds holding ED

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Axxcess Wealth Management's ED Position: Q4 2025 in Review

Axxcess Wealth Management sold out of Consolidated Edison (ED) in Q4 2025, closing a stake of 2,750 shares — an estimated $276K sold.

Axxcess Wealth Management first reported a position in ED in Q2 2022 and held it in 9 quarters. The position peaked at $314K in Q2 2022. 1,362 funds tracked by Wall St. Rank hold ED as of Q4 2025.

  • Axxcess Wealth Management reported no remaining Consolidated Edison position as of Q4 2025 after selling out during the quarter.
  • Axxcess Wealth Management sold 2,750 Consolidated Edison shares in Q4 2025, an estimated $276K.
  • Axxcess Wealth Management first reported a position in Consolidated Edison in Q2 2022 and held it in 9 quarters.
  • Axxcess Wealth Management's Consolidated Edison position peaked at $314K in Q2 2022.
  • 1,362 funds tracked by Wall St. Rank held Consolidated Edison as of Q4 2025.

Based on Axxcess Wealth Management's 13F filing for Q4 2025, filed 6 Feb 2026.