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Regal Investment Advisors’s Consolidated Edison ED Stock Holding History

Regal Investment 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
Q1 		$3.44M Sell
30,422
-869
-3% -$94.1K 0.2% 131
2025
Q4 		$3.11M Sell
31,291
-744
-2% -$73.8K 0.19% 135
2025
Q3 		$3.22M Buy
32,035
+618
+2% +$62K 0.21% 129
2025
Q2 		$3.15M Sell
31,417
-698
-2% -$73.9K 0.24% 117
2025
Q1 		$3.55M Sell
32,115
-21,470
-40% -$2.11M 0.29% 93
2024
Q4 		$4.78M Buy
53,585
+581
+1% +$57.2K 0.36% 77
2024
Q3 		$5.52M Sell
53,004
-4,810
-8% -$476K 0.39% 71
2024
Q2 		$5.17M Sell
57,814
-492
-0.8% -$45.6K 0.34% 80
2024
Q1 		$5.29M Sell
58,306
-1,597
-3% -$143K 0.36% 78
2023
Q4 		$5.45M Sell
59,903
-1,580
-3% -$141K 0.41% 69
2023
Q3 		$5.26M Buy
61,483
+629
+1% +$57.3K 0.44% 66
2023
Q2 		$5.5M Sell
60,854
-3,098
-5% -$296K 0.46% 62
2023
Q1 		$6.12M Buy
63,952
+1,803
+3% +$169K 0.54% 50
2022
Q4 		$5.92M Sell
62,149
-605
-1% -$55K 0.57% 46
2022
Q3 		$5.38M Buy
62,754
+609
+1% +$58.8K 0.57% 48
2022
Q2 		$5.91M Sell
62,145
-849
-1% -$80.8K 0.62% 39
2022
Q1 		$5.96M Sell
62,994
-2,301
-4% -$199K 0.55% 46
2021
Q4 		$5.57M Sell
65,295
-1,511
-2% -$119K 0.49% 51
2021
Q3 		$4.85M Buy
66,806
+3,242
+5% +$242K 0.47% 54
2021
Q2 		$4.56M Buy
+63,564
New +$4.88M 0.46% 55
2021
Q1 		– Sell
-82,365
Closed -$5.95M – 123
2020
Q4 		$5.95M Buy
+82,365
New +$6.4M 0.67% 35
2020
Q1 		– Sell
-83,907
Closed -$7.59M – 88
2019
Q4 		$7.59M Sell
83,907
-1,459
-2% -$131K 1.37% 14
2019
Q3 		$8.06M Sell
85,366
-4,453
-5% -$395K 1.57% 10
2019
Q2 		$7.88M Buy
89,819
+3,344
+4% +$288K 1.53% 11
2019
Q1 		$7.33M Buy
86,475
+5,419
+7% +$433K 1.49% 12
2018
Q4 		$6.2M Buy
81,056
+4,287
+6% +$335K 1.36% 13
2018
Q3 		$5.85M Buy
76,769
+27,249
+55% +$2.15M 1.23% 18
2018
Q2 		$3.86M Sell
49,520
-26,704
-35% -$2.04M 1.17% 15
2018
Q1 		$5.94M Buy
76,224
+516
+0.7% +$40.1K 1.31% 11
2017
Q4 		$6.43M Buy
75,708
+5,686
+8% +$489K 1.43% 11
2017
Q3 		$5.65M Buy
70,022
+8,918
+15% +$738K 1.32% 13
2017
Q2 		$4.94M Buy
61,104
+200
+0.3% +$16.2K 1.22% 16
2017
Q1 		$4.73M Buy
60,904
+6,182
+11% +$465K 1.23% 15
2016
Q4 		$4.03M Buy
54,722
+2,925
+6% +$211K 1.11% 18
2016
Q3 		$3.9M Buy
51,797
+2,801
+6% +$218K 1.11% 18
2016
Q2 		$3.94M Sell
48,996
-4
-0% -$301 1.08% 18
2016
Q1 		$3.75M Sell
49,000
-4,164
-8% -$296K 1.02% 24
2015
Q4 		$3.42M Buy
53,164
+5,604
+12% +$360K 0.89% 36
2015
Q3 		$3.18M Sell
47,560
-41
-0.1% -$2.59K 0.83% 29
2015
Q2 		$2.75M Buy
47,601
+3,886
+9% +$234K 0.75% 47
2015
Q1 		$2.67M Buy
43,715
+4,588
+12% +$298K 0.66% 54
2014
Q4 		$2.58M Sell
39,127
-3,527
-8% -$221K 0.69% 46
2014
Q3 		$2.42M Buy
42,654
+2,933
+7% +$167K 0.73% 44
2014
Q2 		$2.29M Buy
39,721
+12,484
+46% +$697K 0.82% 38
2014
Q1 		$1.46M Buy
27,237
+4,123
+18% +$224K 0.62% 64
2013
Q4 		$1.28M Sell
23,114
-894
-4% -$50.3K 0.73% 55
2013
Q3 		$1.32M Buy
24,008
+4,540
+23% +$262K 0.77% 32
2013
Q2 		$1.14M Buy
+19,468
New +$1.17M 0.63% 48

Other funds holding ED

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 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
DAM
Diamant Asset Management Ridgefield, Connecticut $147M AUM 25.76% 1-Year Est. Return

Regal Investment Advisors's ED Position: Q1 2026 in Review

Regal Investment Advisors reduced its Consolidated Edison (ED) stake by 2.8% in Q1 2026, selling an estimated $94.1K and leaving 30,422 shares worth $3.44M. The position accounts for 0.2% of the portfolio, ranked #131.

Regal Investment Advisors first reported a position in ED in Q2 2013 and has held it in 48 quarters since. The position peaked at $8.06M in Q3 2019. 1,415 funds tracked by Wall St. Rank hold ED as of Q1 2026.

  • Regal Investment Advisors held 30,422 shares of Consolidated Edison worth $3.44M as of Q1 2026.
  • Regal Investment Advisors sold 869 Consolidated Edison shares in Q1 2026, an estimated $94.1K.
  • Consolidated Edison made up 0.2% of Regal Investment Advisors's portfolio in Q1 2026, its #131 holding.
  • Regal Investment Advisors first reported a position in Consolidated Edison in Q2 2013 and has held it in 48 quarters since.
  • Regal Investment Advisors's Consolidated Edison position peaked at $8.06M in Q3 2019.
  • 1,415 funds tracked by Wall St. Rank held Consolidated Edison as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.