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Gitterman Wealth Management’s Consolidated Edison ED Stock Holding History

Gitterman 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
2025
Q3 		$505K Buy
5,026
+2,794
+125% +$280K 0.12% 48
2025
Q2 		$224K Sell
2,232
-3,562
-61% -$377K 0.05% 126
2025
Q1 		$641K Buy
5,794
+322
+6% +$31.6K 0.17% 32
2024
Q4 		$488K Buy
5,472
+3,274
+149% +$322K 0.2% 39
2024
Q3 		$229K Buy
+2,198
New +$217K 0.1% 99
2023
Q2 		– Sell
-2,698
Closed -$258K – 89
2023
Q1 		$258K Sell
2,698
-1,672
-38% -$157K 0.12% 51
2022
Q4 		$417K Sell
4,370
-2,639
-38% -$240K 0.21% 27
2022
Q3 		$600K Buy
7,009
+16
+0.2% +$1.54K 0.62% 15
2022
Q2 		$666K Buy
6,993
+18
+0.3% +$1.71K 0.62% 19
2022
Q1 		$660K Sell
6,975
-3,259
-32% -$282K 0.53% 23
2021
Q4 		$873K Buy
10,234
+3,297
+48% +$259K 0.65% 19
2021
Q3 		$504K Buy
6,937
+21
+0.3% +$1.57K 0.4% 30
2021
Q2 		$496K Sell
6,916
-480
-6% -$36.8K 0.4% 29
2021
Q1 		$553K Buy
+7,396
New +$520K 0.36% 26

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Gitterman Wealth Management's ED Position: Q3 2025 in Review

Gitterman Wealth Management increased its Consolidated Edison (ED) stake by 125% in Q3 2025, buying an estimated $280K and bringing the position to 5,026 shares worth $505K. The position accounts for 0.12% of the portfolio, ranked #48.

Gitterman Wealth Management first reported a position in ED in Q1 2021 and has held it in 14 quarters since. The position peaked at $873K in Q4 2021. 1,305 funds tracked by Wall St. Rank hold ED as of Q3 2025.

  • Gitterman Wealth Management held 5,026 shares of Consolidated Edison worth $505K as of Q3 2025.
  • Gitterman Wealth Management bought 2,794 Consolidated Edison shares in Q3 2025, an estimated $280K.
  • Consolidated Edison made up 0.12% of Gitterman Wealth Management's portfolio in Q3 2025, its #48 holding.
  • Gitterman Wealth Management first reported a position in Consolidated Edison in Q1 2021 and has held it in 14 quarters since.
  • Gitterman Wealth Management's Consolidated Edison position peaked at $873K in Q4 2021.
  • 1,305 funds tracked by Wall St. Rank held Consolidated Edison as of Q3 2025.

Based on Gitterman Wealth Management's 13F filing for Q3 2025, filed 4 Nov 2025.