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Carolinas Wealth Consulting’s Consolidated Edison ED Stock Holding History

Carolinas Wealth Consulting’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
Q2 		– Sell
-22
Closed -$2.43K – 252
2025
Q1 		$2.43K Hold
22
– – ﹤0.01% 760
2024
Q4 		$1.96K Buy
22
+13
+144% +$1.28K ﹤0.01% 836
2024
Q3 		$938 Buy
9
+5
+125% +$495 ﹤0.01% 939
2024
Q2 		$358 Hold
4
– – ﹤0.01% 1009
2024
Q1 		$363 Sell
4
-23,185
-100% -$2.08M ﹤0.01% 1004
2023
Q4 		$23.5K Hold
23,189
– – 0.01% 427
2023
Q3 		$23.5K Hold
23,189
– – 0.01% 409
2023
Q2 		$23.5K Hold
23,189
– – ﹤0.01% 453
2023
Q1 		$23.6K Hold
23,189
– – 0.01% 463
2022
Q4 		$23.6K Hold
23,189
– – 0.01% 467
2022
Q3 		$24K Hold
23,189
– – 0.01% 415
2022
Q2 		$24K Buy
23,189
+23,070
+19,387% +$2.2M 0.01% 421
2022
Q1 		$11K Buy
119
+1
+0.8% +$86 ﹤0.01% 594
2021
Q4 		$10K Buy
118
+1
+0.9% +$79 ﹤0.01% 607
2021
Q3 		$8K Buy
117
+2
+2% +$149 ﹤0.01% 603
2021
Q2 		$8K Buy
115
+1
+0.9% +$77 ﹤0.01% 627
2021
Q1 		$9K Sell
114
-22
-16% -$1.55K ﹤0.01% 626
2020
Q4 		$10K Buy
136
+24
+21% +$1.86K ﹤0.01% 579
2020
Q3 		$9K Buy
112
+5
+5% +$369 ﹤0.01% 497
2020
Q2 		$8K Buy
+107
New +$8.22K ﹤0.01% 362

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Carolinas Wealth Consulting's ED Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Consolidated Edison (ED) in Q2 2025, closing a stake of 22 shares — an estimated $2.43K sold.

Carolinas Wealth Consulting first reported a position in ED in Q2 2020 and held it in 20 quarters. The position peaked at $24K in Q3 2022. 1,299 funds tracked by Wall St. Rank hold ED as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Consolidated Edison position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 22 Consolidated Edison shares in Q2 2025, an estimated $2.43K.
  • Carolinas Wealth Consulting first reported a position in Consolidated Edison in Q2 2020 and held it in 20 quarters.
  • Carolinas Wealth Consulting's Consolidated Edison position peaked at $24K in Q3 2022.
  • 1,299 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.