Bard Financial Services’s Consolidated Edison ED Stock Holding History

Bard Financial Services’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
2025 Q3	$472K	Hold	4,700	–	–	0.05%	152
2025 Q2	$472K	Hold	4,700	–	–	0.06%	147
2025 Q1	$520K	Hold	4,700	–	–	0.06%	147
2024 Q4	$419K	Hold	4,700	–	–	0.05%	156
2024 Q3	$489K	Sell	4,700 -575	-11%	-$56.9K	0.06%	144
2024 Q2	$472K	Hold	5,275	–	–	0.05%	154
2024 Q1	$479K	Hold	5,275	–	–	0.05%	157
2023 Q4	$480K	Hold	5,275	–	–	0.05%	157
2023 Q3	$451K	Hold	5,275	–	–	0.06%	154
2023 Q2	$477K	Hold	5,275	–	–	0.04%	219
2023 Q1	$505K	Hold	5,275	–	–	0.04%	212
2022 Q4	$503K	Hold	5,275	–	–	0.04%	204
2022 Q3	$452K	Hold	5,275	–	–	0.04%	200
2022 Q2	$502K	Hold	5,275	–	–	0.05%	195
2022 Q1	$499K	Hold	5,275	–	–	0.04%	193
2021 Q4	$450K	Hold	5,275	–	–	0.04%	192
2021 Q3	$383K	Hold	5,275	–	–	0.03%	200
2021 Q2	$378K	Hold	5,275	–	–	0.03%	206
2021 Q1	$395K	Hold	5,275	–	–	0.04%	195
2020 Q4	$381K	Buy	+5,275	New	+$410K	0.04%	188

Other funds holding ED

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bard Financial Services's ED Position: Q3 2025 in Review

Bard Financial Services held its Consolidated Edison (ED) position steady in Q3 2025 at 4,700 shares worth $472K. The position accounts for 0.05% of the portfolio, ranked #152.

Bard Financial Services first reported a position in ED in Q4 2020 and has held it in 20 quarters since. The position peaked at $520K in Q1 2025. 1,310 funds tracked by Wall St. Rank hold ED as of Q3 2025.

Bard Financial Services held 4,700 shares of Consolidated Edison worth $472K as of Q3 2025.
Bard Financial Services left its Consolidated Edison share count unchanged in Q3 2025.
Consolidated Edison made up 0.05% of Bard Financial Services's portfolio in Q3 2025, its #152 holding.
Bard Financial Services first reported a position in Consolidated Edison in Q4 2020 and has held it in 20 quarters since.
Bard Financial Services's Consolidated Edison position peaked at $520K in Q1 2025.
1,310 funds tracked by Wall St. Rank held Consolidated Edison as of Q3 2025.

Based on Bard Financial Services's 13F filing for Q3 2025, filed 17 Oct 2025.