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Barnes Pettey Financial Advisors’s Consolidated Edison ED Stock Holding History

Barnes Pettey Financial 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
2023
Q1 		– Sell
-3,643
Closed -$347K – 103
2022
Q4 		$347K Hold
3,643
– – 0.36% 65
2022
Q3 		$312K Buy
3,643
+214
+6% +$20.6K 0.43% 62
2022
Q2 		$326K Buy
3,429
+229
+7% +$21.8K 0.42% 61
2022
Q1 		$303K Hold
3,200
– – 0.37% 65
2021
Q4 		$273K Buy
+3,200
New +$251K 0.31% 76

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Barnes Pettey Financial Advisors's ED Position: Q1 2023 in Review

Barnes Pettey Financial Advisors sold out of Consolidated Edison (ED) in Q1 2023, closing a stake of 3,643 shares — an estimated $347K sold.

Barnes Pettey Financial Advisors first reported a position in ED in Q4 2021 and held it in 5 quarters. The position peaked at $347K in Q4 2022. 1,099 funds tracked by Wall St. Rank hold ED as of Q1 2023.

  • Barnes Pettey Financial Advisors reported no remaining Consolidated Edison position as of Q1 2023 after selling out during the quarter.
  • Barnes Pettey Financial Advisors sold 3,643 Consolidated Edison shares in Q1 2023, an estimated $347K.
  • Barnes Pettey Financial Advisors first reported a position in Consolidated Edison in Q4 2021 and held it in 5 quarters.
  • Barnes Pettey Financial Advisors's Consolidated Edison position peaked at $347K in Q4 2022.
  • 1,099 funds tracked by Wall St. Rank held Consolidated Edison as of Q1 2023.

Based on Barnes Pettey Financial Advisors's 13F filing for Q1 2023, filed 11 May 2023.