Cassady Schiller Wealth Management’s Consolidated Edison ED Stock Holding History

Cassady Schiller 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	$6.42K	Buy	72 +20	+38%	+$1.97K	﹤0.01%	383
2024 Q3	$5.42K	Hold	52	–	–	﹤0.01%	345
2024 Q2	$4.65K	Hold	52	–	–	﹤0.01%	352
2024 Q1	$4.72K	Sell	52 -144	-73%	-$12.9K	﹤0.01%	375
2023 Q4	$17.8K	Hold	196	–	–	0.01%	287
2023 Q3	$16.8K	Hold	196	–	–	0.01%	289
2023 Q2	$17.7K	Buy	+196	New	+$18.7K	0.01%	291
2022 Q1	–	Sell	-12	Closed	-$1K	–	251
2021 Q4	$1K	Buy	+12	New	+$943	﹤0.01%	446

Other funds holding ED

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Cassady Schiller Wealth Management's ED Position: Q4 2024 in Review

Cassady Schiller Wealth Management increased its Consolidated Edison (ED) stake by 38% in Q4 2024, buying an estimated $1.97K and bringing the position to 72 shares worth $6.42K. The position accounts for ﹤0.01% of the portfolio, ranked #383.

Cassady Schiller Wealth Management first reported a position in ED in Q4 2021 and has held it in 8 quarters since. The position peaked at $17.8K in Q4 2023. 1,227 funds tracked by Wall St. Rank hold ED as of Q4 2024.

Cassady Schiller Wealth Management held 72 shares of Consolidated Edison worth $6.42K as of Q4 2024.
Cassady Schiller Wealth Management bought 20 Consolidated Edison shares in Q4 2024, an estimated $1.97K.
Consolidated Edison made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #383 holding.
Cassady Schiller Wealth Management first reported a position in Consolidated Edison in Q4 2021 and has held it in 8 quarters since.
Cassady Schiller Wealth Management's Consolidated Edison position peaked at $17.8K in Q4 2023.
1,227 funds tracked by Wall St. Rank held Consolidated Edison as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.