Optimum Investment Advisors’s Consolidated Edison ED Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $50.3K | Hold |
500
| – | – | 0.02% | 349 |
|
|
2025
Q2 | $50.2K | Hold |
500
| – | – | 0.02% | 339 |
|
|
2025
Q1 | $55.3K | Hold |
500
| – | – | 0.03% | 327 |
|
|
2024
Q4 | $44.6K | Hold |
500
| – | – | 0.02% | 355 |
|
|
2024
Q3 | $52.1K | Hold |
500
| – | – | 0.02% | 351 |
|
|
2024
Q2 | $44.7K | Hold |
500
| – | – | 0.02% | 368 |
|
|
2024
Q1 | $45.4K | Hold |
500
| – | – | 0.02% | 379 |
|
|
2023
Q4 | $45.5K | Sell |
500
-400
| -44% | -$35.7K | 0.02% | 365 |
|
|
2023
Q3 | $77K | Hold |
900
| – | – | 0.04% | 305 |
|
|
2023
Q2 | $81.4K | Hold |
900
| – | – | 0.04% | 309 |
|
|
2023
Q1 | $86.1K | Hold |
900
| – | – | 0.05% | 291 |
|
|
2022
Q4 | $85.8K | Hold |
900
| – | – | 0.05% | 289 |
|
|
2022
Q3 | $77K | Hold |
900
| – | – | 0.04% | 312 |
|
|
2022
Q2 | $86K | Hold |
900
| – | – | 0.04% | 309 |
|
|
2022
Q1 | $85K | Hold |
900
| – | – | 0.04% | 337 |
|
|
2021
Q4 | $77K | Hold |
900
| – | – | 0.03% | 387 |
|
|
2021
Q3 | $65K | Hold |
900
| – | – | 0.03% | 409 |
|
|
2021
Q2 | $65K | Sell |
900
-336
| -27% | -$25.8K | 0.02% | 451 |
|
|
2021
Q1 | $92K | Hold |
1,236
| – | – | 0.03% | 382 |
|
|
2020
Q4 | $89K | Hold |
1,236
| – | – | 0.03% | 369 |
|
|
2020
Q3 | $96K | Hold |
1,236
| – | – | 0.03% | 338 |
|
|
2020
Q2 | $89K | Hold |
1,236
| – | – | 0.03% | 345 |
|
|
2020
Q1 | $96K | Hold |
1,236
| – | – | 0.04% | 316 |
|
|
2019
Q4 | $112K | Hold |
1,236
| – | – | 0.03% | 374 |
|
|
2019
Q3 | $117K | Hold |
1,236
| – | – | 0.04% | 349 |
|
|
2019
Q2 | $108K | Hold |
1,236
| – | – | 0.04% | 367 |
|
|
2019
Q1 | $105K | Hold |
1,236
| – | – | 0.03% | 370 |
|
|
2018
Q4 | $94K | Hold |
1,236
| – | – | 0.03% | 365 |
|
|
2018
Q3 | $94K | Hold |
1,236
| – | – | 0.03% | 407 |
|
|
2018
Q2 | $96K | Hold |
1,236
| – | – | 0.03% | 405 |
|
|
2018
Q1 | $96K | Buy |
+1,236
| New | +$96.1K | 0.03% | 409 |
|
|
2015
Q1 | $55K | Hold |
900
| – | – | 0.02% | 492 |
|
|
2014
Q4 | $59K | Sell |
900
-82
| -8% | -$5.14K | 0.02% | 464 |
|
|
2014
Q3 | $58K | Hold |
982
| – | – | 0.02% | 445 |
|
|
2014
Q2 | $57K | Buy |
982
+400
| +69% | +$22.3K | 0.02% | 454 |
|
|
2014
Q1 | $31K | Sell |
582
-82
| -12% | -$4.45K | 0.01% | 445 |
|
|
2013
Q4 | $37K | Buy |
664
+164
| +33% | +$9.23K | 0.01% | 430 |
|
|
2013
Q3 | $28K | Buy |
+500
| New | +$28.8K | 0.01% | 446 |
|
Other funds holding ED
Optimum Investment Advisors's ED Position: Q3 2025 in Review
Optimum Investment Advisors held its Consolidated Edison (ED) position steady in Q3 2025 at 500 shares worth $50.3K. The position accounts for 0.02% of the portfolio, ranked #349.
Optimum Investment Advisors first reported a position in ED in Q3 2013 and has held it in 38 quarters since. The position peaked at $117K in Q3 2019. 1,306 funds tracked by Wall St. Rank hold ED as of Q3 2025.
- Optimum Investment Advisors held 500 shares of Consolidated Edison worth $50.3K as of Q3 2025.
- Optimum Investment Advisors left its Consolidated Edison share count unchanged in Q3 2025.
- Consolidated Edison made up 0.02% of Optimum Investment Advisors's portfolio in Q3 2025, its #349 holding.
- Optimum Investment Advisors first reported a position in Consolidated Edison in Q3 2013 and has held it in 38 quarters since.
- Optimum Investment Advisors's Consolidated Edison position peaked at $117K in Q3 2019.
- 1,306 funds tracked by Wall St. Rank held Consolidated Edison as of Q3 2025.
Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.