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Buckingham Strategic Wealth’s Consolidated Edison ED Stock Holding History

Buckingham Strategic 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
Q2 		$925K Sell
10,350
-30
-0.3% -$2.78K 0.01% 342
2024
Q1 		$943K Buy
10,380
+1,046
+11% +$93.8K 0.01% 346
2023
Q4 		$849K Buy
9,334
+335
+4% +$29.9K 0.01% 352
2023
Q3 		$770K Sell
8,999
-435
-5% -$39.6K 0.01% 337
2023
Q2 		$853K Buy
9,434
+604
+7% +$57.7K 0.01% 316
2023
Q1 		$842K Hold
8,830
– – 0.02% 294
2022
Q4 		$842K Sell
8,830
-324
-4% -$29.5K 0.02% 295
2022
Q3 		$785K Sell
9,154
-537
-6% -$51.8K 0.02% 287
2022
Q2 		$922K Buy
9,691
+1,464
+18% +$139K 0.02% 271
2022
Q1 		$779K Sell
8,227
-365
-4% -$31.5K 0.02% 285
2021
Q4 		$733K Sell
8,592
-6
-0.1% -$471 0.01% 299
2021
Q3 		$624K Buy
8,598
+1,263
+17% +$94.3K 0.01% 318
2021
Q2 		$526K Buy
7,335
+520
+8% +$39.9K 0.01% 342
2021
Q1 		$510K Sell
6,815
-928
-12% -$65.3K 0.03% 325
2020
Q4 		$560K Buy
7,743
+2,808
+57% +$218K 0.03% 298
2020
Q3 		$384K Buy
4,935
+551
+13% +$40.7K 0.03% 314
2020
Q2 		$315K Sell
4,384
-23
-0.5% -$1.77K 0.03% 302
2020
Q1 		$344K Buy
4,407
+743
+20% +$65.2K 0.03% 310
2019
Q4 		$332K Buy
3,664
+1,340
+58% +$120K 0.03% 334
2019
Q3 		$220K Sell
2,324
-1,671
-42% -$148K 0.02% 387
2019
Q2 		$350K Buy
3,995
+1,374
+52% +$118K 0.04% 302
2019
Q1 		$222K Buy
+2,621
New +$209K 0.03% 371
2018
Q1 		– Sell
-2,367
Closed -$201K – 323
2017
Q4 		$201K Sell
2,367
-174
-7% -$15K 0.04% 303
2017
Q3 		$205K Hold
2,541
– – 0.05% 273
2017
Q2 		$205K Buy
+2,541
New +$205K 0.05% 280

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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Buckingham Strategic Wealth's ED Position: Q2 2024 in Review

Buckingham Strategic Wealth reduced its Consolidated Edison (ED) stake by 0.29% in Q2 2024, selling an estimated $2.78K and leaving 10,350 shares worth $925K. The position accounts for 0.01% of the portfolio, ranked #342.

Buckingham Strategic Wealth first reported a position in ED in Q2 2017 and has held it in 25 quarters since. The position peaked at $943K in Q1 2024. 1,142 funds tracked by Wall St. Rank hold ED as of Q2 2024.

  • Buckingham Strategic Wealth held 10,350 shares of Consolidated Edison worth $925K as of Q2 2024.
  • Buckingham Strategic Wealth sold 30 Consolidated Edison shares in Q2 2024, an estimated $2.78K.
  • Consolidated Edison made up 0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #342 holding.
  • Buckingham Strategic Wealth first reported a position in Consolidated Edison in Q2 2017 and has held it in 25 quarters since.
  • Buckingham Strategic Wealth's Consolidated Edison position peaked at $943K in Q1 2024.
  • 1,142 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.