CFS
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CGC Financial Services’s Consolidated Edison ED Stock Holding History

CGC Financial Services’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
2026
Q2 		$60.4K Sell
546
-232
-30% -$25.2K 0.01% 127
2026
Q1 		$88.1K Buy
778
+232
+42% +$25.1K 0.03% 97
2025
Q4 		$54.2K Hold
546
– – 0.01% 131
2025
Q3 		$54.9K Hold
546
– – 0.02% 121
2025
Q2 		$54.8K Hold
546
– – 0.02% 119
2025
Q1 		$60.4K Hold
546
– – 0.02% 102
2024
Q4 		$48.7K Buy
546
+213
+64% +$21K 0.02% 108
2024
Q3 		$34.7K Hold
333
– – 0.01% 124
2024
Q2 		$29.8K Hold
333
– – 0.01% 133
2024
Q1 		$30.2K Hold
333
– – 0.02% 131
2023
Q4 		$30.3K Hold
333
– – 0.01% 138
2023
Q3 		$28.5K Hold
333
– – 0.02% 115
2023
Q2 		$30.1K Buy
+333
New +$31.8K 0.02% 120

Other funds holding ED

QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
BI
Ballast Inc Lexington, Kentucky $530M AUM 30.33% 1-Year Est. Return
MFA
Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return
ASBI
American State Bank (Iowa) Sioux Center, Iowa $247M AUM 52.3% 1-Year Est. Return