9258 Wealth Management’s Consolidated Edison ED Stock Holding History

9258 Wealth Management’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
2024 Q3	$478K	Hold	4,588	–	–	0.07%	209
2024 Q2	$410K	Hold	4,588	–	–	0.06%	223
2024 Q1	$417K	Hold	4,588	–	–	0.06%	222
2023 Q4	$417K	Hold	4,588	–	–	0.07%	204
2023 Q3	$392K	Hold	4,588	–	–	0.08%	208
2023 Q2	$415K	Hold	4,588	–	–	0.08%	206
2023 Q1	$439K	Hold	4,588	–	–	0.09%	196
2022 Q4	$437K	Hold	4,588	–	–	0.09%	195
2022 Q3	$393K	Hold	4,588	–	–	0.1%	192
2022 Q2	$436K	Hold	4,588	–	–	0.11%	192
2022 Q1	$434K	Hold	4,588	–	–	0.1%	215
2021 Q4	$391K	Hold	4,588	–	–	0.09%	239
2021 Q3	$333K	Hold	4,588	–	–	0.09%	237
2021 Q2	$329K	Hold	4,588	–	–	0.09%	241
2021 Q1	$343K	Hold	4,588	–	–	0.1%	211
2020 Q4	$332K	Hold	4,588	–	–	0.11%	210
2020 Q3	$360K	Hold	4,588	–	–	0.14%	174
2020 Q2	$330K	Hold	4,588	–	–	0.13%	184
2020 Q1	$379K	Hold	4,588	–	–	0.17%	153
2019 Q4	$415K	Buy	+4,588	New	+$411K	0.15%	174

Other funds holding ED

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

9258 Wealth Management's ED Position: Q3 2024 in Review

9258 Wealth Management held its Consolidated Edison (ED) position steady in Q3 2024 at 4,588 shares worth $478K. The position accounts for 0.07% of the portfolio, ranked #209.

9258 Wealth Management first reported a position in ED in Q4 2019 and has held it in 20 quarters since. 1,197 funds tracked by Wall St. Rank hold ED as of Q3 2024.

9258 Wealth Management held 4,588 shares of Consolidated Edison worth $478K as of Q3 2024.
9258 Wealth Management left its Consolidated Edison share count unchanged in Q3 2024.
Consolidated Edison made up 0.07% of 9258 Wealth Management's portfolio in Q3 2024, its #209 holding.
9258 Wealth Management first reported a position in Consolidated Edison in Q4 2019 and has held it in 20 quarters since.
1,197 funds tracked by Wall St. Rank held Consolidated Edison as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.