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Campbell Wealth Management’s Consolidated Edison ED Stock Holding History

Campbell 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
Q4 		$310K Buy
+3,479
New +$343K 0.03% 68
2024
Q2 		– Sell
-3,469
Closed -$315K – 56
2024
Q1 		$315K Buy
+3,469
New +$311K 0.03% 62
2023
Q4 		– Sell
-3,462
Closed -$296K – 65
2023
Q3 		$296K Buy
3,462
+3
+0.1% +$273 0.04% 52
2023
Q2 		$313K Hold
3,459
– – 0.04% 51
2023
Q1 		$331K Buy
3,459
+3
+0.1% +$281 0.04% 46
2022
Q4 		$329K Buy
3,456
+3
+0.1% +$273 0.05% 47
2022
Q3 		$296K Buy
3,453
+239
+7% +$23.1K 0.04% 48
2022
Q2 		$306K Sell
3,214
-232
-7% -$22.1K 0.04% 35
2022
Q1 		$326K Buy
3,446
+3
+0.1% +$259 0.04% 47
2021
Q4 		$294K Buy
3,443
+3
+0.1% +$236 0.03% 57
2021
Q3 		$250K Buy
3,440
+4
+0.1% +$299 0.03% 61
2021
Q2 		$246K Buy
3,436
+3
+0.1% +$230 0.03% 56
2021
Q1 		$257K Buy
3,433
+4
+0.1% +$281 0.04% 52
2020
Q4 		$248K Buy
3,429
+3
+0.1% +$233 0.04% 51
2020
Q3 		$267K Buy
3,426
+4
+0.1% +$295 0.04% 42
2020
Q2 		$246K Buy
3,422
+3
+0.1% +$230 0.04% 41
2020
Q1 		$267K Buy
3,419
+3
+0.1% +$263 0.06% 35
2019
Q4 		$309K Buy
3,416
+3
+0.1% +$269 0.06% 42
2019
Q3 		$322K Buy
3,413
+2
+0.1% +$178 0.07% 41
2019
Q2 		$299K Buy
3,411
+3
+0.1% +$258 0.07% 42
2019
Q1 		$289K Sell
3,408
-97
-3% -$7.75K 0.08% 39
2018
Q4 		$268K Buy
+3,505
New +$274K 0.08% 36

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

Campbell Wealth Management's ED Position: Q4 2024 in Review

Campbell Wealth Management opened a new position in Consolidated Edison (ED) in Q4 2024: 3,479 shares worth $310K. The stake represents 0.03% of the portfolio and ranks #68 among its holdings. This is a return to the name: Campbell Wealth Management previously reported a position in ED as recently as Q1 2024.

Campbell Wealth Management first reported a position in ED in Q4 2018 and has held it in 22 quarters since. The position peaked at $331K in Q1 2023. 1,227 funds tracked by Wall St. Rank hold ED as of Q4 2024.

  • Campbell Wealth Management held 3,479 shares of Consolidated Edison worth $310K as of Q4 2024.
  • Consolidated Edison was a new Campbell Wealth Management position in Q4 2024.
  • Consolidated Edison made up 0.03% of Campbell Wealth Management's portfolio in Q4 2024, its #68 holding.
  • Campbell Wealth Management first reported a position in Consolidated Edison in Q4 2018 and has held it in 22 quarters since.
  • Campbell Wealth Management's Consolidated Edison position peaked at $331K in Q1 2023.
  • 1,227 funds tracked by Wall St. Rank held Consolidated Edison as of Q4 2024.

Based on Campbell Wealth Management's 13F filing for Q4 2024, filed 30 Jan 2025.