Eads & Heald Wealth Management’s Consolidated Edison ED Stock Holding History

Eads & Heald 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
2024 Q4	–	Sell	-2,537	Closed	-$264K	–	138
2024 Q3	$264K	Sell	2,537 -848	-25%	-$83.9K	0.13%	131
2024 Q2	$303K	Sell	3,385 -870	-20%	-$80.7K	0.15%	125
2024 Q1	$386K	Sell	4,255 -2,765	-39%	-$248K	0.18%	117
2023 Q4	$639K	Sell	7,020 -1,404	-17%	-$125K	0.31%	104
2023 Q3	$721K	Sell	8,424 -105	-1%	-$9.56K	0.38%	96
2023 Q2	$771K	Sell	8,529 -545	-6%	-$52.1K	0.38%	96
2023 Q1	$868K	Sell	9,074 -60	-0.7%	-$5.62K	0.43%	88
2022 Q4	$871K	Hold	9,134	–	–	0.44%	90
2022 Q3	$783K	Sell	9,134 -400	-4%	-$38.6K	0.44%	92
2022 Q2	$907K	Sell	9,534 -21	-0.2%	-$2K	0.49%	85
2022 Q1	$905K	Buy	9,555 +4,766	+100%	+$412K	0.42%	93
2021 Q4	$409K	Hold	4,789	–	–	0.18%	119
2021 Q3	$348K	Buy	4,789 +1,944	+68%	+$145K	0.17%	121
2021 Q2	$204K	Hold	2,845	–	–	0.1%	136
2021 Q1	$213K	Buy	2,845 +35	+1%	+$2.46K	0.11%	134
2020 Q4	$203K	Buy	+2,810	New	+$218K	0.11%	131

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

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

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Eads & Heald Wealth Management's ED Position: Q4 2024 in Review

Eads & Heald Wealth Management sold out of Consolidated Edison (ED) in Q4 2024, closing a stake of 2,537 shares — an estimated $264K sold.

Eads & Heald Wealth Management first reported a position in ED in Q4 2020 and held it in 16 quarters. The position peaked at $907K in Q2 2022. 1,227 funds tracked by Wall St. Rank hold ED as of Q4 2024.

Eads & Heald Wealth Management reported no remaining Consolidated Edison position as of Q4 2024 after selling out during the quarter.
Eads & Heald Wealth Management sold 2,537 Consolidated Edison shares in Q4 2024, an estimated $264K.
Eads & Heald Wealth Management first reported a position in Consolidated Edison in Q4 2020 and held it in 16 quarters.
Eads & Heald Wealth Management's Consolidated Edison position peaked at $907K in Q2 2022.
1,227 funds tracked by Wall St. Rank held Consolidated Edison as of Q4 2024.

Based on Eads & Heald Wealth Management's 13F filing for Q4 2024, filed 17 Jan 2025.