LVW Advisors
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LVW Advisors’s Consolidated Edison ED Stock Holding History

LVW 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
Q3 		$202K Sell
1,981
-31
-2% -$3.36K 0.02% 449
2026
Q2 		$223K Sell
2,012
-108
-5% -$11.7K 0.02% 420
2026
Q1 		$240K Sell
2,120
-2,874
-58% -$311K 0.02% 374
2025
Q4 		$496K Buy
4,994
+677
+16% +$67.2K 0.05% 191
2025
Q3 		$434K Sell
4,317
-1,956
-31% -$196K 0.04% 216
2025
Q2 		$629K Buy
6,273
+833
+15% +$88.2K 0.07% 165
2025
Q1 		$602K Buy
5,440
+282
+5% +$27.7K 0.07% 155
2024
Q4 		$460K Buy
5,158
+7
+0.1% +$689 0.06% 204
2024
Q3 		$536K Buy
5,151
+167
+3% +$16.5K 0.07% 182
2024
Q2 		$446K Sell
4,984
-2,174
-30% -$202K 0.07% 187
2024
Q1 		$650K Buy
7,158
+3,466
+94% +$311K 0.11% 132
2023
Q4 		$336K Buy
3,692
+877
+31% +$78.3K 0.06% 195
2023
Q3 		$241K Buy
+2,815
New +$256K 0.05% 196

Other funds holding ED

ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $21.9B AUM 28.42% 1-Year Est. Return
Welch Group
Welch Group Birmingham, Alabama $2.93B AUM 21.24% 1-Year Est. Return

LVW Advisors's ED Position: Q3 2026 in Review

LVW Advisors reduced its Consolidated Edison (ED) stake by 1.5% in Q3 2026, selling an estimated $3.36K and leaving 1,981 shares worth $202K. The position accounts for 0.02% of the portfolio, ranked #449.

LVW Advisors first reported a position in ED in Q3 2023 and has held it in 13 quarters since. The position peaked at $650K in Q1 2024. 666 funds tracked by Wall St. Rank hold ED as of Q3 2026.

  • LVW Advisors held 1,981 shares of Consolidated Edison worth $202K as of Q3 2026.
  • LVW Advisors sold 31 Consolidated Edison shares in Q3 2026, an estimated $3.36K.
  • Consolidated Edison made up 0.02% of LVW Advisors's portfolio in Q3 2026, its #449 holding.
  • LVW Advisors first reported a position in Consolidated Edison in Q3 2023 and has held it in 13 quarters since.
  • LVW Advisors's Consolidated Edison position peaked at $650K in Q1 2024.
  • 666 funds tracked by Wall St. Rank held Consolidated Edison as of Q3 2026.

Based on LVW Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.