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Rise Advisors’s Consolidated Edison ED Stock Holding History

Rise 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
Q4 		– Sell
-1,972
Closed -$198K – 501
2025
Q3 		$198K Sell
1,972
-252
-11% -$25.3K 0.07% 95
2025
Q2 		$223K Sell
2,224
-203
-8% -$21.5K 0.09% 90
2025
Q1 		$268K Sell
2,427
-823
-25% -$80.7K 0.12% 75
2024
Q4 		$290K Sell
3,250
-157
-5% -$15.5K 0.14% 67
2024
Q3 		$355K Buy
3,407
+158
+5% +$15.6K 0.17% 62
2024
Q2 		$291K Buy
3,249
+182
+6% +$16.9K 0.15% 67
2024
Q1 		$278K Buy
3,067
+269
+10% +$24.1K 0.15% 69
2023
Q4 		$255K Buy
2,798
+339
+14% +$30.3K 0.18% 60
2023
Q3 		$210K Buy
2,459
+798
+48% +$72.7K 0.17% 60
2023
Q2 		$150K Buy
1,661
+159
+11% +$15.2K 0.12% 78
2023
Q1 		$144K Buy
1,502
+519
+53% +$48.6K 0.11% 83
2022
Q4 		$93.7K Buy
983
+261
+36% +$23.7K 0.08% 107
2022
Q3 		$62K Buy
722
+63
+10% +$6.08K 0.05% 131
2022
Q2 		$63K Buy
659
+335
+103% +$31.9K 0.06% 125
2022
Q1 		$31K Sell
324
-22
-6% -$1.9K 0.03% 200
2021
Q4 		$29.5K Buy
+346
New +$27.2K 0.03% 202

Other funds holding ED

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Rise Advisors's ED Position: Q4 2025 in Review

Rise Advisors sold out of Consolidated Edison (ED) in Q4 2025, closing a stake of 1,972 shares — an estimated $198K sold.

Rise Advisors first reported a position in ED in Q4 2021 and held it in 16 quarters. The position peaked at $355K in Q3 2024. 1,359 funds tracked by Wall St. Rank hold ED as of Q4 2025.

  • Rise Advisors reported no remaining Consolidated Edison position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 1,972 Consolidated Edison shares in Q4 2025, an estimated $198K.
  • Rise Advisors first reported a position in Consolidated Edison in Q4 2021 and held it in 16 quarters.
  • Rise Advisors's Consolidated Edison position peaked at $355K in Q3 2024.
  • 1,359 funds tracked by Wall St. Rank held Consolidated Edison as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.