BerganKDV Wealth Management’s Consolidated Edison ED Stock Holding History

BerganKDV 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	$2.53K	Hold	28	–	–	﹤0.01%	671
2023 Q1	$2.68K	Hold	28	–	–	﹤0.01%	788
2022 Q4	$2.67K	Hold	28	–	–	﹤0.01%	767
2022 Q3	$2K	Hold	28	–	–	﹤0.01%	798
2022 Q2	$3K	Sell	28 -5	-15%	-$476	﹤0.01%	763
2022 Q1	$3K	Hold	33	–	–	﹤0.01%	795
2021 Q4	$3K	Hold	33	–	–	﹤0.01%	854
2021 Q3	$2K	Hold	33	–	–	﹤0.01%	870
2021 Q2	$2K	Hold	33	–	–	﹤0.01%	804
2021 Q1	$2K	Hold	33	–	–	﹤0.01%	770
2020 Q4	$2K	Buy	33 +16	+94%	+$1.24K	﹤0.01%	767
2020 Q3	$1K	Buy	+17	New	+$1.25K	﹤0.01%	784
2020 Q1	–	Sell	-50	Closed	-$5K	–	939
2019 Q4	$5K	Hold	50	–	–	﹤0.01%	614
2019 Q3	$5K	Hold	50	–	–	﹤0.01%	556
2019 Q2	$4K	Hold	50	–	–	﹤0.01%	605
2019 Q1	$4K	Hold	50	–	–	﹤0.01%	608
2018 Q4	$4K	Hold	50	–	–	﹤0.01%	560
2018 Q3	$4K	Hold	50	–	–	﹤0.01%	546
2018 Q2	$4K	Buy	+50	New	+$3.82K	﹤0.01%	567

Other funds holding ED

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

BerganKDV Wealth Management held its Consolidated Edison (ED) position steady in Q2 2023 at 28 shares worth $2.53K. The position accounts for ﹤0.01% of the portfolio, ranked #671.

BerganKDV Wealth Management first reported a position in ED in Q2 2018 and has held it in 19 quarters since. The position peaked at $5K in Q4 2019. 1,111 funds tracked by Wall St. Rank hold ED as of Q2 2023.

BerganKDV Wealth Management held 28 shares of Consolidated Edison worth $2.53K as of Q2 2023.
BerganKDV Wealth Management left its Consolidated Edison share count unchanged in Q2 2023.
Consolidated Edison made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #671 holding.
BerganKDV Wealth Management first reported a position in Consolidated Edison in Q2 2018 and has held it in 19 quarters since.
BerganKDV Wealth Management's Consolidated Edison position peaked at $5K in Q4 2019.
1,111 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2023.

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