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Provenance Wealth Advisors’s Consolidated Edison ED Stock Holding History

Provenance 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
Q3 		– Sell
-100
Closed -$10K – 440
2025
Q2 		$10K Hold
100
– – ﹤0.01% 310
2025
Q1 		$11.1K Hold
100
– – ﹤0.01% 314
2024
Q4 		$8.92K Hold
100
– – ﹤0.01% 323
2024
Q3 		$10.4K Hold
100
– – ﹤0.01% 333
2024
Q2 		$8.94K Hold
100
– – ﹤0.01% 299
2024
Q1 		$9.08K Hold
100
– – ﹤0.01% 327
2023
Q4 		$9.1K Hold
100
– – ﹤0.01% 324
2023
Q3 		$8.55K Buy
+100
New +$9.11K ﹤0.01% 252

Other funds holding ED

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Provenance Wealth Advisors's ED Position: Q3 2025 in Review

Provenance Wealth Advisors sold out of Consolidated Edison (ED) in Q3 2025, closing a stake of 100 shares — an estimated $10K sold.

Provenance Wealth Advisors first reported a position in ED in Q3 2023 and held it in 8 quarters. The position peaked at $11.1K in Q1 2025. 1,305 funds tracked by Wall St. Rank hold ED as of Q3 2025.

  • Provenance Wealth Advisors reported no remaining Consolidated Edison position as of Q3 2025 after selling out during the quarter.
  • Provenance Wealth Advisors sold 100 Consolidated Edison shares in Q3 2025, an estimated $10K.
  • Provenance Wealth Advisors first reported a position in Consolidated Edison in Q3 2023 and held it in 8 quarters.
  • Provenance Wealth Advisors's Consolidated Edison position peaked at $11.1K in Q1 2025.
  • 1,305 funds tracked by Wall St. Rank held Consolidated Edison as of Q3 2025.

Based on Provenance Wealth Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.