Capstone Investment Advisors
ED icon

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
-2,000
Closed -$201K – 1722
2025
Q3 		$201K Buy
+2,000
New +$201K ﹤0.01% 1832
2025
Q2 		– Sell
-2,800
Closed -$310K – 1629
2025
Q1 		$310K Buy
2,800
+400
+17% +$39.2K ﹤0.01% 1184
2024
Q4 		$214K Buy
2,400
+1,600
+200% +$158K ﹤0.01% 1578
2024
Q3 		$83.3K Sell
800
-1,600
-67% -$158K ﹤0.01% 1735
2024
Q2 		$215K Buy
2,400
+400
+20% +$37.1K ﹤0.01% 1743
2024
Q1 		$182K Sell
2,000
-7,600
-79% -$681K ﹤0.01% 2036
2023
Q4 		$873K Buy
9,600
+2,400
+33% +$214K ﹤0.01% 1111
2023
Q3 		$616K Sell
7,200
-2,000
-22% -$182K ﹤0.01% 1212
2023
Q2 		$832K Buy
9,200
+200
+2% +$19.1K ﹤0.01% 932
2023
Q1 		$861K Sell
9,000
-13,500
-60% -$1.26M ﹤0.01% 835
2022
Q4 		$2.14M Buy
22,500
+1,600
+8% +$146K 0.02% 685
2022
Q3 		$1.79M Buy
20,900
+700
+3% +$67.5K 0.01% 803
2022
Q2 		$1.92M Sell
20,200
-29,900
-60% -$2.85M 0.01% 781
2022
Q1 		$4.74M Sell
50,100
-6,100
-11% -$527K 0.01% 729
2021
Q4 		$4.79M Buy
56,200
+3,800
+7% +$299K 0.01% 835
2021
Q3 		$3.8M Buy
52,400
+8,100
+18% +$605K 0.01% 940
2021
Q2 		$3.18M Buy
44,300
+15,100
+52% +$1.16M 0.01% 860
2021
Q1 		$2.18M Buy
29,200
+1,300
+5% +$91.5K 0.01% 897
2020
Q4 		$2.02M Sell
27,900
-8,900
-24% -$691K 0.01% 869
2020
Q3 		$2.86M Buy
36,800
+8,200
+29% +$605K 0.01% 687
2020
Q2 		$2.06M Buy
28,600
+8,300
+41% +$637K 0.01% 706
2020
Q1 		$1.58M Sell
20,300
-6,400
-24% -$561K 0.03% 585
2019
Q4 		$2.42M Buy
26,700
+20,500
+331% +$1.84M 0.01% 779
2019
Q3 		$586K Buy
+6,200
New +$550K ﹤0.01% 1057

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. 1,357 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.
  • 1,357 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.