Pacific Capital Wealth Advisors »

Consolidated Edison shares owned by Pacific Capital Wealth Advisors

Quarter-by-quarter ownership of Consolidated Edison (ED) shares owned by Pacific Capital Wealth Advisors from 13F filings

Historical chart of Pacific Capital Wealth Advisors investment in Consolidated Edison

Tip: Access up to 7 years of quarterly data

All positions including Consolidated Edison held by Pacific Capital Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Consolidated Edison by Pacific Capital Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $2.2k 25 89.24
2024-09-30 $2.6k 25 104.12
2024-06-30 $2.2k 25 89.44
2024-03-31 $2.3k 25 90.80
2023-12-31 $2.3k 25 90.96

More positions owned by Pacific Capital Wealth Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core Msci Eafe (IEFA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Whitehall Fds High Div Yld (VYM)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Bd Index Fds Intermed Term (BIV)
Apple (AAPL)
Microstrategy Cl A New (MSTR)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Ishares Biotech (IBB)

View all positions for Pacific Capital Wealth Advisors

Top funds holding Consolidated Edison

Vanguard Group
BlackRock
State Street Corporation
Bank of America Corporation
Geode Capital Management
Morgan Stanley
Ubs Global Asset Management Americas
Legal & General Group
Norges Bank Investment Management
Northern Trust
Invesco
Bank of New York Mellon
Charles Schwab Investment Management
Amundi
Qube Research & Technologies

View all funds holding Consolidated Edison