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Concord Wealth Partners’s Consolidated Edison ED Stock Holding History

Concord Wealth Partners’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
-48
Closed -$4.83K – 861
2025
Q3 		$4.83K Sell
48
-80
-63% -$8.03K ﹤0.01% 629
2025
Q2 		$12.8K Hold
128
– – ﹤0.01% 513
2025
Q1 		$14.2K Sell
128
-131
-51% -$12.8K ﹤0.01% 471
2024
Q4 		$23.1K Buy
259
+7
+3% +$689 ﹤0.01% 434
2024
Q3 		$26.2K Buy
252
+1
+0.4% +$99 ﹤0.01% 432
2024
Q2 		$22.4K Sell
251
-106
-30% -$9.83K ﹤0.01% 410
2024
Q1 		$32.5K Buy
357
+1
+0.3% +$90 0.01% 421
2023
Q4 		$32.4K Buy
356
+1
+0.3% +$89 0.01% 418
2023
Q3 		$30.4K Buy
355
+90
+34% +$8.2K 0.01% 446
2023
Q2 		$24K Buy
265
+42
+19% +$4.02K 0.01% 477
2023
Q1 		$21.3K Buy
223
+123
+123% +$11.5K 0.01% 481
2022
Q4 		$9.53K Buy
+100
New +$9.1K ﹤0.01% 642
2022
Q3 		– Sell
-621
Closed -$59K – 416
2022
Q2 		$59K Sell
621
-285
-31% -$27.1K 0.02% 337
2022
Q1 		$86K Buy
906
+92
+11% +$7.95K 0.02% 320
2021
Q4 		$69K Buy
814
+547
+205% +$43K 0.02% 386
2021
Q3 		$19K Sell
267
-424
-61% -$31.7K 0.01% 384
2021
Q2 		$50K Buy
691
+36
+5% +$2.76K 0.01% 355
2021
Q1 		$49K Buy
655
+87
+15% +$6.12K 0.02% 343
2020
Q4 		$41K Buy
+568
New +$44.1K 0.03% 230

Other funds holding ED

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Concord Wealth Partners's ED Position: Q4 2025 in Review

Concord Wealth Partners sold out of Consolidated Edison (ED) in Q4 2025, closing a stake of 48 shares — an estimated $4.83K sold.

Concord Wealth Partners first reported a position in ED in Q4 2020 and held it in 19 quarters. The position peaked at $86K in Q1 2022. 1,362 funds tracked by Wall St. Rank hold ED as of Q4 2025.

  • Concord Wealth Partners reported no remaining Consolidated Edison position as of Q4 2025 after selling out during the quarter.
  • Concord Wealth Partners sold 48 Consolidated Edison shares in Q4 2025, an estimated $4.83K.
  • Concord Wealth Partners first reported a position in Consolidated Edison in Q4 2020 and held it in 19 quarters.
  • Concord Wealth Partners's Consolidated Edison position peaked at $86K in Q1 2022.
  • 1,362 funds tracked by Wall St. Rank held Consolidated Edison as of Q4 2025.

Based on Concord Wealth Partners's 13F filing for Q4 2025, filed 29 Jan 2026.