AWM
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Accel Wealth Management’s Consolidated Edison ED Stock Holding History

Accel 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
2023
Q2 		– Sell
-201
Closed -$19.3K – 359
2023
Q1 		$19.3K Hold
201
– – 0.01% 728
2022
Q4 		$19.1K Buy
201
+1
+0.5% +$91 0.01% 568
2022
Q3 		$18K Hold
200
– – 0.01% 586
2022
Q2 		$19K Buy
200
+1
+0.5% +$95 0.01% 554
2022
Q1 		$19K Buy
199
+113
+131% +$9.76K 0.01% 573
2021
Q4 		$7K Sell
86
-34
-28% -$2.67K ﹤0.01% 759
2021
Q3 		$9K Sell
120
-88
-42% -$6.57K 0.01% 661
2021
Q2 		$15K Hold
208
– – 0.01% 605
2021
Q1 		$16K Buy
208
+1
+0.5% +$70 0.01% 557
2020
Q4 		$15K Buy
+207
New +$16.1K 0.01% 550

Other funds holding ED

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Accel Wealth Management's ED Position: Q2 2023 in Review

Accel Wealth Management sold out of Consolidated Edison (ED) in Q2 2023, closing a stake of 201 shares — an estimated $19.3K sold.

Accel Wealth Management first reported a position in ED in Q4 2020 and held it in 10 quarters. The position peaked at $19.3K in Q1 2023. 1,111 funds tracked by Wall St. Rank hold ED as of Q2 2023.

  • Accel Wealth Management reported no remaining Consolidated Edison position as of Q2 2023 after selling out during the quarter.
  • Accel Wealth Management sold 201 Consolidated Edison shares in Q2 2023, an estimated $19.3K.
  • Accel Wealth Management first reported a position in Consolidated Edison in Q4 2020 and held it in 10 quarters.
  • Accel Wealth Management's Consolidated Edison position peaked at $19.3K in Q1 2023.
  • 1,111 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.