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Cherry Tree Wealth Management’s Consolidated Edison ED Stock Holding History

Cherry Tree 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 		– Sell
-40
Closed -$4.42K – 641
2025
Q1 		$4.42K Hold
40
– – ﹤0.01% 548
2024
Q4 		$3.57K Buy
40
+7
+21% +$689 ﹤0.01% 503
2024
Q3 		$3.44K Hold
33
– – ﹤0.01% 506
2024
Q2 		$2.95K Buy
+33
New +$3.06K ﹤0.01% 493

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

Cherry Tree Wealth Management's ED Position: Q2 2025 in Review

Cherry Tree Wealth Management sold out of Consolidated Edison (ED) in Q2 2025, closing a stake of 40 shares — an estimated $4.42K sold.

Cherry Tree Wealth Management first reported a position in ED in Q2 2024 and held it in 4 quarters. The position peaked at $4.42K in Q1 2025. 1,299 funds tracked by Wall St. Rank hold ED as of Q2 2025.

  • Cherry Tree Wealth Management reported no remaining Consolidated Edison position as of Q2 2025 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 40 Consolidated Edison shares in Q2 2025, an estimated $4.42K.
  • Cherry Tree Wealth Management first reported a position in Consolidated Edison in Q2 2024 and held it in 4 quarters.
  • Cherry Tree Wealth Management's Consolidated Edison position peaked at $4.42K in Q1 2025.
  • 1,299 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2025.

Based on Cherry Tree Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.