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Valeo Financial Advisors’s Consolidated Edison ED Stock Holding History

Valeo Financial 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
Q3 		$428K Sell
4,187
-177
-4% -$19.2K 0.01% 507
2026
Q2 		$483K Buy
4,364
+58
+1% +$6.3K 0.01% 462
2026
Q1 		$487K Buy
4,306
+205
+5% +$22.2K 0.01% 421
2025
Q4 		$407K Buy
4,101
+216
+6% +$21.4K 0.01% 519
2025
Q3 		$391K Buy
3,885
+436
+13% +$43.7K 0.01% 522
2025
Q2 		$346K Buy
3,449
+426
+14% +$45.1K 0.01% 532
2025
Q1 		$334K Buy
3,023
+302
+11% +$29.6K 0.01% 507
2024
Q4 		$243K Buy
2,721
+12
+0.4% +$1.18K 0.01% 610
2024
Q3 		$282K Buy
2,709
+62
+2% +$6.13K 0.01% 549
2024
Q2 		$237K Buy
2,647
+107
+4% +$9.92K 0.01% 568
2024
Q1 		$237K Sell
2,540
-307
-11% -$27.5K 0.01% 564
2023
Q4 		$259K Buy
2,847
+290
+11% +$25.9K 0.01% 536
2023
Q3 		$219K Buy
2,557
+305
+14% +$27.8K 0.01% 545
2023
Q2 		$204K Hold
2,252
– – 0.01% 540
2023
Q1 		$215K Sell
2,252
-50
-2% -$4.68K 0.01% 531
2022
Q4 		$219K Buy
+2,302
New +$209K 0.01% 461
2021
Q2 		– Sell
-1,300
Closed -$97K – 866
2021
Q1 		$97K Sell
1,300
-426
-25% -$30K ﹤0.01% 636
2020
Q4 		$125K Sell
1,726
-25
-1% -$1.94K 0.01% 515
2020
Q3 		$136K Sell
1,751
-18
-1% -$1.33K 0.01% 407
2020
Q2 		$127K Buy
1,769
+18
+1% +$1.38K 0.01% 428
2020
Q1 		$154K Buy
1,751
+25
+1% +$2.19K 0.02% 336
2019
Q4 		$156K Hold
1,726
– – 0.02% 364
2019
Q3 		$163K Hold
1,726
– – 0.02% 335
2019
Q2 		$151K Buy
1,726
+426
+33% +$36.7K 0.02% 346
2019
Q1 		$110K Buy
1,300
+550
+73% +$43.9K 0.01% 390
2018
Q4 		$57K Buy
750
+50
+7% +$3.91K 0.01% 498
2018
Q3 		$53K Hold
700
– – 0.01% 538
2018
Q2 		$55K Hold
700
– – 0.01% 522
2018
Q1 		$55K Hold
700
– – 0.01% 474
2017
Q4 		$59K Hold
700
– – 0.01% 443
2017
Q3 		$56K Buy
+700
New +$57.9K 0.01% 389

Other funds holding ED

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Valeo Financial Advisors's ED Position: Q3 2026 in Review

Valeo Financial Advisors reduced its Consolidated Edison (ED) stake by 4.1% in Q3 2026, selling an estimated $19.2K and leaving 4,187 shares worth $428K. The position accounts for 0.01% of the portfolio, ranked #507.

Valeo Financial Advisors first reported a position in ED in Q3 2017 and has held it in 31 quarters since. The position peaked at $487K in Q1 2026. 43 funds tracked by Wall St. Rank hold ED as of Q3 2026.

  • Valeo Financial Advisors held 4,187 shares of Consolidated Edison worth $428K as of Q3 2026.
  • Valeo Financial Advisors sold 177 Consolidated Edison shares in Q3 2026, an estimated $19.2K.
  • Consolidated Edison made up 0.01% of Valeo Financial Advisors's portfolio in Q3 2026, its #507 holding.
  • Valeo Financial Advisors first reported a position in Consolidated Edison in Q3 2017 and has held it in 31 quarters since.
  • Valeo Financial Advisors's Consolidated Edison position peaked at $487K in Q1 2026.
  • 43 funds tracked by Wall St. Rank held Consolidated Edison as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.