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RIA Advisory Group’s Consolidated Edison ED Stock Holding History

RIA Advisory Group’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
-5,298
Closed -$473K – 145
2024
Q4 		$473K Buy
5,298
+7
+0.1% +$689 0.16% 78
2024
Q3 		$551K Buy
+5,291
New +$523K 0.19% 62
2024
Q1 		$419K Sell
4,617
-1,658
-26% -$149K 0.17% 76
2023
Q4 		$571K Sell
6,275
-1,407
-18% -$126K 0.24% 53
2023
Q3 		$657K Buy
7,682
+348
+5% +$31.7K 0.29% 44
2023
Q2 		$663K Buy
7,334
+2,113
+40% +$202K 0.29% 54
2023
Q1 		$500K Buy
+5,221
New +$489K 0.23% 64

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

RIA Advisory Group's ED Position: Q1 2025 in Review

RIA Advisory Group sold out of Consolidated Edison (ED) in Q1 2025, closing a stake of 5,298 shares — an estimated $473K sold.

RIA Advisory Group first reported a position in ED in Q1 2023 and held it in 7 quarters. The position peaked at $663K in Q2 2023. 1,300 funds tracked by Wall St. Rank hold ED as of Q1 2025.

  • RIA Advisory Group reported no remaining Consolidated Edison position as of Q1 2025 after selling out during the quarter.
  • RIA Advisory Group sold 5,298 Consolidated Edison shares in Q1 2025, an estimated $473K.
  • RIA Advisory Group first reported a position in Consolidated Edison in Q1 2023 and held it in 7 quarters.
  • RIA Advisory Group's Consolidated Edison position peaked at $663K in Q2 2023.
  • 1,300 funds tracked by Wall St. Rank held Consolidated Edison as of Q1 2025.

Based on RIA Advisory Group's 13F filing for Q1 2025, filed 12 May 2025.