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Centricity Wealth Management’s Consolidated Edison ED Stock Holding History

Centricity 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
2025
Q2 		$45K Buy
449
+4
+0.9% +$423 0.04% 179
2025
Q1 		$49.2K Buy
445
+4
+0.9% +$392 0.04% 172
2024
Q4 		$39.4K Buy
+441
New +$43.4K 0.04% 190

Other funds holding ED

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Centricity Wealth Management's ED Position: Q2 2025 in Review

Centricity Wealth Management increased its Consolidated Edison (ED) stake by 0.9% in Q2 2025, buying an estimated $423 and bringing the position to 449 shares worth $45K. The position accounts for 0.04% of the portfolio, ranked #179.

Centricity Wealth Management first reported a position in ED in Q4 2024 and has held it in 3 quarters since. The position peaked at $49.2K in Q1 2025. 1,302 funds tracked by Wall St. Rank hold ED as of Q2 2025.

  • Centricity Wealth Management held 449 shares of Consolidated Edison worth $45K as of Q2 2025.
  • Centricity Wealth Management bought 4 Consolidated Edison shares in Q2 2025, an estimated $423.
  • Consolidated Edison made up 0.04% of Centricity Wealth Management's portfolio in Q2 2025, its #179 holding.
  • Centricity Wealth Management first reported a position in Consolidated Edison in Q4 2024 and has held it in 3 quarters since.
  • Centricity Wealth Management's Consolidated Edison position peaked at $49.2K in Q1 2025.
  • 1,302 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.