Capstone Investment Advisors
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Capstone Investment Advisors’s Consolidated Edison ED Stock Holding History

Capstone Investment Advisors’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
-4,889
Closed -$485K – 1723
2025
Q3 		$491K Buy
+4,889
New +$491K ﹤0.01% 1389
2025
Q1 		– Sell
-11,523
Closed -$1.13M – 1484
2024
Q4 		$1.03M Buy
11,523
+5,239
+83% +$516K ﹤0.01% 1059
2024
Q3 		$654K Buy
6,284
+57
+0.9% +$5.64K ﹤0.01% 1111
2024
Q2 		$557K Sell
6,227
-5,496
-47% -$510K ﹤0.01% 1256
2024
Q1 		$1.06M Buy
11,723
+7,237
+161% +$649K ﹤0.01% 1117
2023
Q4 		$408K Sell
4,486
-12,758
-74% -$1.14M ﹤0.01% 1440
2023
Q3 		$1.47M Buy
17,244
+10,285
+148% +$937K 0.01% 836
2023
Q2 		$629K Buy
6,959
+3,710
+114% +$355K ﹤0.01% 1053
2023
Q1 		$311K Buy
+3,249
New +$304K ﹤0.01% 1165
2022
Q3 		– Sell
-731
Closed -$70.5K – 1681
2022
Q2 		$70K Buy
+731
New +$69.6K ﹤0.01% 1551
2021
Q4 		– Sell
-18,775
Closed -$1.48M – 1902
2021
Q3 		$1.36M Sell
18,775
-10,484
-36% -$783K ﹤0.01% 1321
2021
Q2 		$2.1M Buy
+29,259
New +$2.25M ﹤0.01% 1005
2021
Q1 		– Sell
-41,659
Closed -$2.93M – 1739
2020
Q4 		$3.01M Buy
41,659
+37,494
+900% +$2.91M 0.01% 754
2020
Q3 		$324K Sell
4,165
-1,896
-31% -$140K ﹤0.01% 1233
2020
Q2 		$436K Buy
+6,061
New +$465K ﹤0.01% 1116
2015
Q4 		– Sell
-5,800
Closed -$387K – 483
2015
Q3 		$387K Buy
+5,800
New +$367K 0.01% 298

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
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

Capstone Investment Advisors's ED Position: Q4 2025 in Review

Capstone Investment Advisors sold out of Consolidated Edison (ED) in Q4 2025, closing a stake of 4,889 shares — an estimated $485K sold.

Capstone Investment Advisors first reported a position in ED in Q3 2015 and held it in 16 quarters. The position peaked at $3.01M in Q4 2020. 1,356 funds tracked by Wall St. Rank hold ED as of Q4 2025.

  • Capstone Investment Advisors reported no remaining Consolidated Edison position as of Q4 2025 after selling out during the quarter.
  • Capstone Investment Advisors sold 4,889 Consolidated Edison shares in Q4 2025, an estimated $485K.
  • Capstone Investment Advisors first reported a position in Consolidated Edison in Q3 2015 and held it in 16 quarters.
  • Capstone Investment Advisors's Consolidated Edison position peaked at $3.01M in Q4 2020.
  • 1,356 funds tracked by Wall St. Rank held Consolidated Edison as of Q4 2025.

Based on Capstone Investment Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.