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FormulaFolio Investments’s Consolidated Edison ED Stock Holding History

FormulaFolio Investments’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
2021
Q2 		$7K Hold
93
– – ﹤0.01% 304
2021
Q1 		$7K Sell
93
-13,155
-99% -$925K ﹤0.01% 308
2020
Q4 		$957K Buy
+13,248
New +$1.03M 0.02% 324

Other funds holding ED

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 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
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

FormulaFolio Investments's ED Position: Q2 2021 in Review

FormulaFolio Investments held its Consolidated Edison (ED) position steady in Q2 2021 at 93 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #304.

FormulaFolio Investments first reported a position in ED in Q4 2020 and has held it in 3 quarters since. The position peaked at $957K in Q4 2020. 964 funds tracked by Wall St. Rank hold ED as of Q2 2021.

  • FormulaFolio Investments held 93 shares of Consolidated Edison worth $7K as of Q2 2021.
  • FormulaFolio Investments left its Consolidated Edison share count unchanged in Q2 2021.
  • Consolidated Edison made up ﹤0.01% of FormulaFolio Investments's portfolio in Q2 2021, its #304 holding.
  • FormulaFolio Investments first reported a position in Consolidated Edison in Q4 2020 and has held it in 3 quarters since.
  • FormulaFolio Investments's Consolidated Edison position peaked at $957K in Q4 2020.
  • 964 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2021.

Based on FormulaFolio Investments's 13F filing for Q2 2021, filed 28 Jul 2021.