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
2026
Q1 		$1.53M Buy
13,500
+10,900
+419% +$1.18M ﹤0.01% 719
2025
Q4 		$258K Sell
2,600
-2,500
-49% -$248K ﹤0.01% 1418
2025
Q3 		$513K Buy
5,100
+2,000
+65% +$201K ﹤0.01% 1357
2025
Q2 		$311K Sell
3,100
-7,800
-72% -$826K ﹤0.01% 1367
2025
Q1 		$1.21M Sell
10,900
-1,700
-13% -$167K ﹤0.01% 831
2024
Q4 		$1.12M Buy
12,600
+9,100
+260% +$896K ﹤0.01% 1026
2024
Q3 		$364K Buy
3,500
+2,100
+150% +$208K ﹤0.01% 1325
2024
Q2 		$125K Buy
1,400
+500
+56% +$46.4K ﹤0.01% 1858
2024
Q1 		$81.7K Sell
900
-31,600
-97% -$2.83M ﹤0.01% 2162
2023
Q4 		$2.96M Buy
32,500
+5,100
+19% +$456K 0.01% 691
2023
Q3 		$2.34M Sell
27,400
-10,400
-28% -$947K 0.01% 671
2023
Q2 		$3.42M Hold
37,800
– – 0.02% 484
2023
Q1 		$3.62M Buy
37,800
+13,600
+56% +$1.27M 0.02% 439
2022
Q4 		$2.31M Buy
24,200
+5,000
+26% +$455K 0.02% 652
2022
Q3 		$1.65M Hold
19,200
– – 0.01% 836
2022
Q2 		$1.83M Sell
19,200
-54,300
-74% -$5.17M 0.01% 804
2022
Q1 		$6.96M Sell
73,500
-85,000
-54% -$7.34M 0.02% 590
2021
Q4 		$13.5M Sell
158,500
-12,900
-8% -$1.01M 0.02% 521
2021
Q3 		$12.4M Buy
171,400
+20,200
+13% +$1.51M 0.02% 550
2021
Q2 		$10.8M Buy
151,200
+5,400
+4% +$414K 0.02% 515
2021
Q1 		$10.9M Buy
145,800
+41,500
+40% +$2.92M 0.03% 446
2020
Q4 		$7.54M Buy
104,300
+21,900
+27% +$1.7M 0.03% 471
2020
Q3 		$6.41M Buy
82,400
+14,000
+20% +$1.03M 0.03% 445
2020
Q2 		$4.92M Buy
68,400
+24,100
+54% +$1.85M 0.03% 440
2020
Q1 		$3.46M Buy
44,300
+4,000
+10% +$351K 0.06% 372
2019
Q4 		$3.65M Buy
40,300
+34,100
+550% +$3.05M 0.02% 667
2019
Q3 		$586K Buy
+6,200
New +$550K ﹤0.01% 1058

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.