Delap Wealth Advisory’s Consolidated Edison ED Stock Holding History

Delap Wealth Advisory’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
2024 Q2	–	Sell	-4,262	Closed	-$387K	–	175
2024 Q1	$387K	Buy	+4,262	New	+$382K	0.16%	105

Other funds holding ED

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Delap Wealth Advisory's ED Position: Q2 2024 in Review

Delap Wealth Advisory sold out of Consolidated Edison (ED) in Q2 2024, closing a stake of 4,262 shares — an estimated $387K sold.

Delap Wealth Advisory first reported a position in ED in Q1 2024 and held it in 1 quarter. The position peaked at $387K in Q1 2024. 1,142 funds tracked by Wall St. Rank hold ED as of Q2 2024.

Delap Wealth Advisory reported no remaining Consolidated Edison position as of Q2 2024 after selling out during the quarter.
Delap Wealth Advisory sold 4,262 Consolidated Edison shares in Q2 2024, an estimated $387K.
Delap Wealth Advisory first reported a position in Consolidated Edison in Q1 2024 and held it in 1 quarter.
Delap Wealth Advisory's Consolidated Edison position peaked at $387K in Q1 2024.
1,142 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2024.

Based on Delap Wealth Advisory's 13F filing for Q2 2024, filed 13 Aug 2024.