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Brophy Wealth Management’s Consolidated Edison ED Stock Holding History

Brophy 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
2024
Q3 		$521K Buy
+5,006
New +$495K 0.19% 124

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
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Brophy Wealth Management's ED Position: Q3 2024 in Review

Brophy Wealth Management opened a new position in Consolidated Edison (ED) in Q3 2024: 5,006 shares worth $521K. The stake represents 0.19% of the portfolio and ranks #124 among its holdings.

1,197 funds tracked by Wall St. Rank hold ED as of Q3 2024.

  • Brophy Wealth Management held 5,006 shares of Consolidated Edison worth $521K as of Q3 2024.
  • Consolidated Edison was a new Brophy Wealth Management position in Q3 2024.
  • Consolidated Edison made up 0.19% of Brophy Wealth Management's portfolio in Q3 2024, its #124 holding.
  • 1,197 funds tracked by Wall St. Rank held Consolidated Edison as of Q3 2024.

Based on Brophy Wealth Management's 13F filing for Q3 2024, filed 15 Nov 2024.