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Coppell Advisory Solutions’s Consolidated Edison ED Stock Holding History

Coppell Advisory Solutions’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
Q1 		– Sell
-100
Closed -$8.92K – 756
2024
Q4 		$8.92K Hold
100
– – ﹤0.01% 1150
2024
Q3 		$10.4K Hold
100
– – ﹤0.01% 1073
2024
Q2 		$8.94K Buy
+100
New +$9.27K ﹤0.01% 1043
2023
Q4 		$9.1K Hold
100
– – ﹤0.01% 957
2023
Q3 		$9.53K Hold
100
– – ﹤0.01% 613
2023
Q2 		$8.96K Buy
+100
New +$9.56K ﹤0.01% 724
2023
Q1 		– Sell
-100
Closed -$9.53K – 447
2022
Q4 		$9.53K Buy
+100
New +$9.1K ﹤0.01% 621

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
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Coppell Advisory Solutions's ED Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Consolidated Edison (ED) in Q1 2025, closing a stake of 100 shares — an estimated $8.92K sold.

Coppell Advisory Solutions first reported a position in ED in Q4 2022 and held it in 7 quarters. The position peaked at $10.4K in Q3 2024. 1,300 funds tracked by Wall St. Rank hold ED as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Consolidated Edison position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 100 Consolidated Edison shares in Q1 2025, an estimated $8.92K.
  • Coppell Advisory Solutions first reported a position in Consolidated Edison in Q4 2022 and held it in 7 quarters.
  • Coppell Advisory Solutions's Consolidated Edison position peaked at $10.4K in Q3 2024.
  • 1,300 funds tracked by Wall St. Rank held Consolidated Edison as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.