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Doyle Wealth Management’s Consolidated Edison ED Stock Holding History

Doyle 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
2022
Q3 		$263K Buy
3,065
+4
+0.1% +$386 0.02% 178
2022
Q2 		$291K Buy
3,061
+1
+0% +$95 0.02% 174
2022
Q1 		$290K Sell
3,060
-965
-24% -$83.4K 0.02% 203
2021
Q4 		$343K Buy
4,025
+806
+25% +$63.3K 0.02% 178
2021
Q3 		$234K Buy
3,219
+162
+5% +$12.1K 0.02% 204
2021
Q2 		$219K Buy
3,057
+1
+0% +$77 0.02% 207
2021
Q1 		$229K Sell
3,056
-530
-15% -$37.3K 0.02% 198
2020
Q4 		$259K Buy
3,586
+150
+4% +$11.7K 0.03% 186
2020
Q3 		$267K Sell
3,436
-354
-9% -$26.1K 0.03% 160
2020
Q2 		$273K Buy
3,790
+6
+0.2% +$461 0.04% 151
2020
Q1 		$295K Sell
3,784
-5
-0.1% -$438 0.05% 137
2019
Q4 		$343K Buy
3,789
+643
+20% +$57.6K 0.04% 146
2019
Q3 		$297K Buy
3,146
+203
+7% +$18K 0.04% 155
2019
Q2 		$258K Buy
2,943
+3
+0.1% +$258 0.04% 166
2019
Q1 		$251K Buy
2,940
+274
+10% +$21.9K 0.04% 166
2018
Q4 		$204K Sell
2,666
-2,010
-43% -$157K 0.03% 177
2018
Q3 		$356K Sell
4,676
-213
-4% -$16.8K 0.06% 138
2018
Q2 		$381K Buy
4,889
+961
+24% +$73.4K 0.06% 125
2018
Q1 		$306K Sell
3,928
-579
-13% -$45K 0.05% 130
2017
Q4 		$383K Buy
4,507
+143
+3% +$12.3K 0.06% 116
2017
Q3 		$352K Buy
4,364
+33
+0.8% +$2.73K 0.06% 108
2017
Q2 		$350K Sell
4,331
-475
-10% -$38.4K 0.06% 104
2017
Q1 		$373K Buy
+4,806
New +$361K 0.08% 97

Other funds holding ED

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Doyle Wealth Management's ED Position: Q3 2022 in Review

Doyle Wealth Management increased its Consolidated Edison (ED) stake by 0.13% in Q3 2022, buying an estimated $386 and bringing the position to 3,065 shares worth $263K. The position accounts for 0.02% of the portfolio, ranked #178.

Doyle Wealth Management first reported a position in ED in Q1 2017 and has held it in 23 quarters since. The position peaked at $383K in Q4 2017. 1,031 funds tracked by Wall St. Rank hold ED as of Q3 2022.

  • Doyle Wealth Management held 3,065 shares of Consolidated Edison worth $263K as of Q3 2022.
  • Doyle Wealth Management bought 4 Consolidated Edison shares in Q3 2022, an estimated $386.
  • Consolidated Edison made up 0.02% of Doyle Wealth Management's portfolio in Q3 2022, its #178 holding.
  • Doyle Wealth Management first reported a position in Consolidated Edison in Q1 2017 and has held it in 23 quarters since.
  • Doyle Wealth Management's Consolidated Edison position peaked at $383K in Q4 2017.
  • 1,031 funds tracked by Wall St. Rank held Consolidated Edison as of Q3 2022.

Based on Doyle Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.