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Concurrent Investment Advisors’s Consolidated Edison ED Stock Holding History

Concurrent Investment Advisors’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
Q1 		$1.35M Buy
11,944
+147
+1% +$15.9K 0.01% 760
2025
Q4 		$1.17M Buy
11,797
+3,009
+34% +$299K 0.01% 760
2025
Q3 		$883K Buy
8,788
+453
+5% +$45.5K 0.02% 691
2025
Q2 		$836K Buy
8,335
+324
+4% +$34.3K 0.02% 654
2025
Q1 		$886K Buy
8,011
+634
+9% +$62.2K 0.02% 580
2024
Q4 		$658K Sell
7,377
-12,409
-63% -$1.22M 0.02% 599
2024
Q3 		$2.06M Buy
19,786
+2,958
+18% +$293K 0.06% 310
2024
Q2 		$1.5M Buy
16,828
+1,406
+9% +$130K 0.05% 347
2024
Q1 		$1.4M Sell
15,422
-3,888
-20% -$349K 0.06% 310
2023
Q4 		$1.76M Buy
+19,310
New +$1.73M 0.08% 250

Other funds holding ED

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return