Capital A Wealth Management’s Consolidated Edison ED Stock Holding History

Capital A 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 Q2	–	Sell	-9	Closed	-$995	–	560
2025 Q1	$995	Buy	+9	New	+$883	﹤0.01%	533

Other funds holding ED

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Capital A Wealth Management's ED Position: Q2 2025 in Review

Capital A Wealth Management sold out of Consolidated Edison (ED) in Q2 2025, closing a stake of 9 shares — an estimated $995 sold.

Capital A Wealth Management first reported a position in ED in Q1 2025 and held it in 1 quarter. The position peaked at $995 in Q1 2025. 1,299 funds tracked by Wall St. Rank hold ED as of Q2 2025.

Capital A Wealth Management reported no remaining Consolidated Edison position as of Q2 2025 after selling out during the quarter.
Capital A Wealth Management sold 9 Consolidated Edison shares in Q2 2025, an estimated $995.
Capital A Wealth Management first reported a position in Consolidated Edison in Q1 2025 and held it in 1 quarter.
Capital A Wealth Management's Consolidated Edison position peaked at $995 in Q1 2025.
1,299 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.