AssuredPartners Investment Advisors’s Consolidated Edison ED Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$277K Sell
2,765
-5,927
-68% -$595K 0.07% 197
2025
Q1
$961K Sell
8,692
-1,595
-16% -$176K 0.19% 129
2024
Q4
$918K Buy
+10,287
New +$918K 0.18% 131