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Buck Wealth Strategies’s Consolidated Edison ED Stock Holding History

Buck Wealth Strategies’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
Q1 		– Sell
-8,367
Closed -$747K – 125
2024
Q4 		$747K Buy
8,367
+3,430
+69% +$338K 0.16% 59
2024
Q3 		$514K Sell
4,937
-2,307
-32% -$228K 0.16% 49
2024
Q2 		$648K Sell
7,244
-68,965
-90% -$6.39M 0.19% 52
2024
Q1 		$6.92M Buy
76,209
+70,086
+1,145% +$6.28M 2.38% 15
2023
Q4 		$557K Sell
6,123
-213
-3% -$19K 0.21% 50
2023
Q3 		$542K Buy
6,336
+5,664
+843% +$516K 0.22% 51
2023
Q2 		$60.7K Buy
+672
New +$64.3K 0.03% 76
2022
Q3 		$203K Buy
+2,378
New +$229K 0.1% 55

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
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 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

Buck Wealth Strategies's ED Position: Q1 2025 in Review

Buck Wealth Strategies sold out of Consolidated Edison (ED) in Q1 2025, closing a stake of 8,367 shares — an estimated $747K sold.

Buck Wealth Strategies first reported a position in ED in Q3 2022 and held it in 8 quarters. The position peaked at $6.92M in Q1 2024. 1,300 funds tracked by Wall St. Rank hold ED as of Q1 2025.

  • Buck Wealth Strategies reported no remaining Consolidated Edison position as of Q1 2025 after selling out during the quarter.
  • Buck Wealth Strategies sold 8,367 Consolidated Edison shares in Q1 2025, an estimated $747K.
  • Buck Wealth Strategies first reported a position in Consolidated Edison in Q3 2022 and held it in 8 quarters.
  • Buck Wealth Strategies's Consolidated Edison position peaked at $6.92M in Q1 2024.
  • 1,300 funds tracked by Wall St. Rank held Consolidated Edison as of Q1 2025.

Based on Buck Wealth Strategies's 13F filing for Q1 2025, filed 22 Apr 2025.