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BOK Financial Private Wealth’s Consolidated Edison ED Stock Holding History

BOK Financial Private Wealth’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
2024
Q4 		– Sell
-335
Closed -$34.9K – 661
2024
Q3 		$34.9K Buy
+335
New +$33.1K ﹤0.01% 297

Other funds holding ED

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

BOK Financial Private Wealth's ED Position: Q4 2024 in Review

BOK Financial Private Wealth sold out of Consolidated Edison (ED) in Q4 2024, closing a stake of 335 shares — an estimated $34.9K sold.

BOK Financial Private Wealth first reported a position in ED in Q3 2024 and held it in 1 quarter. The position peaked at $34.9K in Q3 2024. 1,227 funds tracked by Wall St. Rank hold ED as of Q4 2024.

  • BOK Financial Private Wealth reported no remaining Consolidated Edison position as of Q4 2024 after selling out during the quarter.
  • BOK Financial Private Wealth sold 335 Consolidated Edison shares in Q4 2024, an estimated $34.9K.
  • BOK Financial Private Wealth first reported a position in Consolidated Edison in Q3 2024 and held it in 1 quarter.
  • BOK Financial Private Wealth's Consolidated Edison position peaked at $34.9K in Q3 2024.
  • 1,227 funds tracked by Wall St. Rank held Consolidated Edison as of Q4 2024.

Based on BOK Financial Private Wealth's 13F filing for Q4 2024, filed 7 Feb 2025.