Pacific Capital Wealth Advisors’s Consolidated Edison ED Stock Holding History

Pacific Capital Wealth 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
2025 Q1	–	Sell	-25	Closed	-$2.23K	–	168
2024 Q4	$2.23K	Hold	25	–	–	﹤0.01%	345
2024 Q3	$2.6K	Hold	25	–	–	﹤0.01%	385
2024 Q2	$2.24K	Hold	25	–	–	﹤0.01%	434
2024 Q1	$2.27K	Hold	25	–	–	﹤0.01%	423
2023 Q4	$2.27K	Buy	+25	New	+$2.23K	﹤0.01%	284

Other funds holding ED

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Pacific Capital Wealth Advisors's ED Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of Consolidated Edison (ED) in Q1 2025, closing a stake of 25 shares — an estimated $2.23K sold.

Pacific Capital Wealth Advisors first reported a position in ED in Q4 2023 and held it in 5 quarters. The position peaked at $2.6K in Q3 2024. 1,300 funds tracked by Wall St. Rank hold ED as of Q1 2025.

Pacific Capital Wealth Advisors reported no remaining Consolidated Edison position as of Q1 2025 after selling out during the quarter.
Pacific Capital Wealth Advisors sold 25 Consolidated Edison shares in Q1 2025, an estimated $2.23K.
Pacific Capital Wealth Advisors first reported a position in Consolidated Edison in Q4 2023 and held it in 5 quarters.
Pacific Capital Wealth Advisors's Consolidated Edison position peaked at $2.6K in Q3 2024.
1,300 funds tracked by Wall St. Rank held Consolidated Edison as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.