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Financial Advocates Investment Management’s Consolidated Edison ED Stock Holding History

Financial Advocates Investment Management’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
Q3 		– Sell
-2,944
Closed -$295K – 208
2025
Q2 		$295K Buy
2,944
+184
+7% +$19.5K 0.02% 503
2025
Q1 		$305K Sell
2,760
-341
-11% -$33.4K 0.02% 560
2024
Q4 		$277K Buy
3,101
+208
+7% +$20.5K 0.02% 615
2024
Q3 		$301K Sell
2,893
-125
-4% -$12.4K 0.02% 597
2024
Q2 		$270K Buy
3,018
+562
+23% +$52.1K 0.02% 600
2024
Q1 		$223K Sell
2,456
-14
-0.6% -$1.25K 0.01% 690
2023
Q4 		$225K Buy
2,470
+59
+2% +$5.27K 0.01% 657
2023
Q3 		$206K Sell
2,411
-91
-4% -$8.29K 0.01% 649
2023
Q2 		$226K Buy
2,502
+9
+0.4% +$860 0.02% 607
2023
Q1 		$239K Buy
2,493
+187
+8% +$17.5K 0.02% 625
2022
Q4 		$220K Buy
+2,306
New +$210K 0.02% 657
2020
Q4 		– Sell
-2,662
Closed -$208K – 723
2020
Q3 		$208K Buy
+2,662
New +$196K 0.02% 578
2020
Q2 		– Sell
-2,607
Closed -$204K – 614
2020
Q1 		$204K Sell
2,607
-168
-6% -$14.7K 0.03% 433
2019
Q4 		$251K Sell
2,775
-22
-0.8% -$1.97K 0.03% 434
2019
Q3 		$264K Buy
2,797
+50
+2% +$4.44K 0.03% 403
2019
Q2 		$241K Buy
2,747
+2
+0.1% +$172 0.03% 408
2019
Q1 		$233K Sell
2,745
-623
-18% -$49.8K 0.03% 409
2018
Q4 		$257K Sell
3,368
-423
-11% -$33.1K 0.04% 371
2018
Q3 		$289K Sell
3,791
-798
-17% -$62.9K 0.03% 402
2018
Q2 		$359K Buy
4,589
+94
+2% +$7.18K 0.04% 331
2018
Q1 		$351K Sell
4,495
-360
-7% -$28K 0.05% 332
2017
Q4 		$413K Buy
+4,855
New +$417K 0.06% 288

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 $3.37T AUM 44.26% 1-Year Est. Return
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
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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Financial Advocates Investment Management's ED Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of Consolidated Edison (ED) in Q3 2025, closing a stake of 2,944 shares — an estimated $295K sold.

Financial Advocates Investment Management first reported a position in ED in Q4 2017 and held it in 22 quarters. The position peaked at $413K in Q4 2017. 1,307 funds tracked by Wall St. Rank hold ED as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining Consolidated Edison position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 2,944 Consolidated Edison shares in Q3 2025, an estimated $295K.
  • Financial Advocates Investment Management first reported a position in Consolidated Edison in Q4 2017 and held it in 22 quarters.
  • Financial Advocates Investment Management's Consolidated Edison position peaked at $413K in Q4 2017.
  • 1,307 funds tracked by Wall St. Rank held Consolidated Edison as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.