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
2026
Q2 		$1.62M Buy
+14,600
New +$1.59M ﹤0.01% 800
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 $3.38T AUM 44.17% 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

Capstone Investment Advisors's ED Position: Q2 2026 in Review

Capstone Investment Advisors opened a new position in Consolidated Edison (ED) in Q2 2026: 8,275 shares worth $915K. The stake represents ﹤0.01% of the portfolio and ranks #989 among its holdings. This is a return to the name: Capstone Investment Advisors previously reported a position in ED as recently as Q3 2025.

Capstone Investment Advisors first reported a position in ED in Q3 2015 and has held it in 17 quarters since. The position peaked at $3.01M in Q4 2020. 1,435 funds tracked by Wall St. Rank hold ED as of Q2 2026.

  • Capstone Investment Advisors held 8,275 shares of Consolidated Edison worth $915K as of Q2 2026.
  • Consolidated Edison was a new Capstone Investment Advisors position in Q2 2026.
  • Consolidated Edison made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q2 2026, its #989 holding.
  • Capstone Investment Advisors first reported a position in Consolidated Edison in Q3 2015 and has held it in 17 quarters since.
  • Capstone Investment Advisors's Consolidated Edison position peaked at $3.01M in Q4 2020.
  • 1,435 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2026.

Based on Capstone Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.