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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
2019
Q2 		– Sell
-400
Closed -$34K – 328
2019
Q1 		$34K Buy
+400
New +$32K 0.01% 340

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.