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Capital Advisors Ltd’s Consolidated Edison ED Stock Holding History

Capital Advisors Ltd’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 		$23K Hold
205
– – ﹤0.01% 656
2026
Q1 		$23K Hold
205
– – ﹤0.01% 632
2025
Q4 		$20K Sell
205
-109
-35% -$10.8K ﹤0.01% 659
2025
Q3 		$32K Hold
314
– – ﹤0.01% 562
2025
Q2 		$32K Buy
314
+109
+53% +$11.5K ﹤0.01% 554
2025
Q1 		$23K Sell
205
-16
-7% -$1.57K ﹤0.01% 589
2024
Q4 		$20K Buy
221
+17
+8% +$1.67K ﹤0.01% 617
2024
Q3 		$21K Hold
204
– – ﹤0.01% 601
2024
Q2 		$18K Sell
204
-36
-15% -$3.34K ﹤0.01% 610
2024
Q1 		$22K Buy
240
+38
+19% +$3.41K ﹤0.01% 567
2023
Q4 		$18K Buy
202
+150
+288% +$13.4K ﹤0.01% 577
2023
Q3 		$4K Buy
52
+51
+5,100% +$4.64K ﹤0.01% 870
2023
Q2 		$0 Sell
1
-37
-97% -$3.54K ﹤0.01% 1350
2023
Q1 		$4K Buy
38
+32
+533% +$3K ﹤0.01% 735
2022
Q4 		$1K Sell
6
-17
-74% -$1.55K ﹤0.01% 981
2022
Q3 		$2K Buy
23
+15
+188% +$1.45K ﹤0.01% 831
2022
Q2 		$1K Buy
+8
New +$762 ﹤0.01% 765

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

Capital Advisors Ltd's ED Position: Q2 2026 in Review

Capital Advisors Ltd held its Consolidated Edison (ED) position steady in Q2 2026 at 205 shares worth $23K. The position accounts for ﹤0.01% of the portfolio, ranked #656.

Capital Advisors Ltd first reported a position in ED in Q2 2022 and has held it in 17 quarters since. The position peaked at $32K in Q3 2025. 1,424 funds tracked by Wall St. Rank hold ED as of Q2 2026.

  • Capital Advisors Ltd held 205 shares of Consolidated Edison worth $23K as of Q2 2026.
  • Capital Advisors Ltd left its Consolidated Edison share count unchanged in Q2 2026.
  • Consolidated Edison made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #656 holding.
  • Capital Advisors Ltd first reported a position in Consolidated Edison in Q2 2022 and has held it in 17 quarters since.
  • Capital Advisors Ltd's Consolidated Edison position peaked at $32K in Q3 2025.
  • 1,424 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.