United Capital Financial Advisors’s Consolidated Edison ED Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.1M | Buy |
19,024
+648
| +4% | +$70.4K | 0.01% | 568 |
|
|
2026
Q1 | $2.08M | Buy |
18,376
+1,445
| +9% | +$156K | 0.01% | 539 |
|
|
2025
Q4 | $1.68M | Buy |
16,931
+4,190
| +33% | +$416K | 0.01% | 580 |
|
|
2025
Q3 | $1.28M | Sell |
12,741
-601
| -5% | -$60.3K | 0.01% | 576 |
|
|
2025
Q2 | $1.34M | Buy |
13,342
+2,148
| +19% | +$227K | 0.01% | 525 |
|
|
2025
Q1 | $1.24M | Buy |
11,194
+1,106
| +11% | +$108K | 0.01% | 527 |
|
|
2024
Q4 | $900K | Buy |
10,088
+770
| +8% | +$75.8K | 0.01% | 578 |
|
|
2024
Q3 | $970K | Sell |
9,318
-866
| -9% | -$85.7K | 0.01% | 546 |
|
|
2024
Q2 | $911K | Buy |
10,184
+593
| +6% | +$55K | 0.01% | 549 |
|
|
2024
Q1 | $871K | Sell |
9,591
-1,784
| -16% | -$160K | 0.01% | 593 |
|
|
2023
Q4 | $1.03M | Buy |
11,375
+6,821
| +150% | +$609K | 0.01% | 554 |
|
|
2023
Q3 | $389K | Sell |
4,554
-3,414
| -43% | -$311K | ﹤0.01% | 689 |
|
|
2023
Q2 | $720K | Sell |
7,968
-2,300
| -22% | -$220K | ﹤0.01% | 619 |
|
|
2023
Q1 | $982K | Sell |
10,268
-1,272
| -11% | -$119K | 0.01% | 578 |
|
|
2022
Q4 | $1.1M | Sell |
11,540
-4,671
| -29% | -$425K | 0.01% | 586 |
|
|
2022
Q3 | $1.39M | Sell |
16,211
-5,048
| -24% | -$487K | 0.01% | 540 |
|
|
2022
Q2 | $2.02M | Buy |
21,259
+394
| +2% | +$37.5K | 0.01% | 487 |
|
|
2022
Q1 | $1.98M | Sell |
20,865
-2,704
| -11% | -$234K | 0.01% | 513 |
|
|
2021
Q4 | $2.01M | Sell |
23,569
-3,878
| -14% | -$305K | 0.01% | 540 |
|
|
2021
Q3 | $1.99M | Sell |
27,447
-5,140
| -16% | -$384K | 0.01% | 525 |
|
|
2021
Q2 | $2.34M | Buy |
32,587
+1,583
| +5% | +$122K | 0.01% | 507 |
|
|
2021
Q1 | $2.32M | Buy |
31,004
+119
| +0.4% | +$8.37K | 0.01% | 478 |
|
|
2020
Q4 | $2.23M | Buy |
30,885
+7,956
| +35% | +$618K | 0.01% | 486 |
|
|
2020
Q3 | $1.78M | Buy |
22,929
+1,108
| +5% | +$81.8K | 0.01% | 529 |
|
|
2020
Q2 | $1.57M | Sell |
21,821
-945
| -4% | -$72.6K | 0.01% | 563 |
|
|
2020
Q1 | $1.78M | Sell |
22,766
-1,683
| -7% | -$148K | 0.01% | 520 |
|
|
2019
Q4 | $2.21M | Buy |
24,449
+3,177
| +15% | +$285K | 0.01% | 587 |
|
|
2019
Q3 | $2.01M | Sell |
21,272
-2,905
| -12% | -$258K | 0.01% | 587 |
|
|
2019
Q2 | $2.12M | Buy |
24,177
+371
| +2% | +$32K | 0.01% | 603 |
|
|
2019
Q1 | $2.02M | Sell |
23,806
-2,850
| -11% | -$228K | 0.01% | 586 |
|
|
2018
Q4 | $2.04M | Sell |
26,656
-166
| -0.6% | -$13K | 0.02% | 559 |
|
|
2018
Q3 | $2.04M | Buy |
26,822
+4,388
| +20% | +$346K | 0.01% | 608 |
|
|
2018
Q2 | $1.75M | Sell |
22,434
-991
| -4% | -$75.7K | 0.01% | 622 |
|
|
2018
Q1 | $1.83M | Sell |
23,425
-165,798
| -88% | -$12.9M | 0.01% | 615 |
|
|
2017
Q4 | $16.1M | Buy |
189,223
+7,241
| +4% | +$622K | 0.13% | 195 |
|
|
2017
Q3 | $14.7M | Buy |
181,982
+2,330
| +1% | +$193K | 0.12% | 197 |
|
|
2017
Q2 | $14.5M | Sell |
179,652
-752
| -0.4% | -$60.8K | 0.13% | 181 |
|
|
2017
Q1 | $14M | Buy |
180,404
+1,443
| +0.8% | +$108K | 0.13% | 183 |
|
|
2016
Q4 | $13.2M | Buy |
178,961
+683
| +0.4% | +$49.4K | 0.13% | 182 |
|
|
2016
Q3 | $13.4M | Buy |
178,278
+33
| +0% | +$2.56K | 0.13% | 184 |
|
|
2016
Q2 | $14.3M | Sell |
178,245
-4,690
| -3% | -$352K | 0.15% | 158 |
|
|
2016
Q1 | $14M | Buy |
182,935
+2,760
| +2% | +$196K | 0.15% | 141 |
|
|
2015
Q4 | $11.6M | Buy |
180,175
+3,315
| +2% | +$213K | 0.13% | 173 |
|
|
2015
Q3 | $11.8M | Sell |
176,860
-4,776
| -3% | -$302K | 0.14% | 159 |
|
|
2015
Q2 | $10.5M | Sell |
181,636
-6,868
| -4% | -$414K | 0.12% | 202 |
|
|
2015
Q1 | $11.6M | Buy |
188,504
+178,713
| +1,825% | +$11.6M | 0.14% | 184 |
|
|
2014
Q4 | $646K | Buy |
9,791
+2,873
| +42% | +$180K | 0.01% | 746 |
|
|
2014
Q3 | $392K | Buy |
+6,918
| New | +$393K | 0.01% | 859 |
|
|
2014
Q2 | – | Sell |
-6,288
| Closed | -$337K | – | 827 |
|
|
2014
Q1 | $337K | Buy |
+6,288
| New | +$341K | 0.01% | 747 |
|
|
2013
Q4 | – | Sell |
-5,111
| Closed | -$282K | – | 674 |
|
|
2013
Q3 | $282K | Sell |
5,111
-3,301
| -39% | -$190K | 0.01% | 571 |
|
|
2013
Q2 | $491K | Buy |
+8,412
| New | +$505K | 0.01% | 507 |
|
Other funds holding ED
United Capital Financial Advisors's ED Position: Q2 2026 in Review
United Capital Financial Advisors increased its Consolidated Edison (ED) stake by 3.5% in Q2 2026, buying an estimated $70.4K and bringing the position to 19,024 shares worth $2.1M. The position accounts for 0.01% of the portfolio, ranked #568.
United Capital Financial Advisors first reported a position in ED in Q2 2013 and has held it in 51 quarters since. The position peaked at $16.1M in Q4 2017. 1,423 funds tracked by Wall St. Rank hold ED as of Q2 2026.
- United Capital Financial Advisors held 19,024 shares of Consolidated Edison worth $2.1M as of Q2 2026.
- United Capital Financial Advisors bought 648 Consolidated Edison shares in Q2 2026, an estimated $70.4K.
- Consolidated Edison made up 0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #568 holding.
- United Capital Financial Advisors first reported a position in Consolidated Edison in Q2 2013 and has held it in 51 quarters since.
- United Capital Financial Advisors's Consolidated Edison position peaked at $16.1M in Q4 2017.
- 1,423 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2026.
Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.