GWN Securities’s Consolidated Edison ED Stock Holding History

GWN Securities’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 Q2	–	Sell	-3,563	Closed	-$355K	–	492
2025 Q1	$355K	Sell	3,563 -9,850	-73%	-$966K	0.02%	543
2024 Q4	$1.22M	Buy	+13,413	New	+$1.32M	0.32%	73

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

Norges Bank Oslo, Norway $935B AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

GWN Securities's ED Position: Q2 2025 in Review

GWN Securities sold out of Consolidated Edison (ED) in Q2 2025, closing a stake of 3,563 shares — an estimated $355K sold.

GWN Securities first reported a position in ED in Q4 2024 and held it in 2 quarters. The position peaked at $1.22M in Q4 2024. 1,299 funds tracked by Wall St. Rank hold ED as of Q2 2025.

GWN Securities reported no remaining Consolidated Edison position as of Q2 2025 after selling out during the quarter.
GWN Securities sold 3,563 Consolidated Edison shares in Q2 2025, an estimated $355K.
GWN Securities first reported a position in Consolidated Edison in Q4 2024 and held it in 2 quarters.
GWN Securities's Consolidated Edison position peaked at $1.22M in Q4 2024.
1,299 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2025.

Based on GWN Securities's 13F filing for Q2 2025, filed 1 Aug 2025.