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Annis Gardner Whiting Capital Advisors’s Consolidated Edison ED Stock Holding History

Annis Gardner Whiting Capital 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
Q1 		$209K Buy
1,848
+4
+0.2% +$433 0.03% 306
2025
Q4 		$183K Sell
1,844
-7
-0.4% -$695 0.03% 299
2025
Q3 		$186K Buy
1,851
+1,676
+958% +$168K 0.04% 279
2025
Q2 		$17.6K Buy
175
+60
+52% +$6.35K 0.01% 590
2025
Q1 		$12.7K Buy
115
+11
+11% +$1.08K 0.01% 516
2024
Q4 		$9.28K Sell
104
-136
-57% -$13.4K ﹤0.01% 541
2024
Q3 		$25K Hold
240
– – 0.01% 437
2024
Q2 		$21.5K Buy
240
+144
+150% +$13.4K 0.01% 554
2024
Q1 		$8.72K Buy
96
+35
+57% +$3.14K ﹤0.01% 688
2023
Q4 		$5.55K Buy
61
+5
+9% +$447 ﹤0.01% 534
2023
Q3 		$4.79K Buy
+56
New +$5.1K ﹤0.01% 533

Other funds holding ED

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return