HAS
ED icon

HBW Advisory Services’s Consolidated Edison ED Stock Holding History

HBW Advisory Services’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
2023
Q2 		– Sell
-2,193
Closed -$210K – 300
2023
Q1 		$210K Buy
2,193
+11
+0.5% +$1.03K 0.05% 248
2022
Q4 		$208K Buy
+2,182
New +$199K 0.06% 244
2022
Q3 		– Sell
-2,194
Closed -$209K – 240
2022
Q2 		$209K Sell
2,194
-1,250
-36% -$119K 0.05% 208
2022
Q1 		$326K Buy
3,444
+211
+7% +$18.2K 0.11% 167
2021
Q4 		$276K Buy
+3,233
New +$254K 0.06% 216
2021
Q3 		– Sell
-1,579
Closed -$113K – 249
2021
Q2 		$113K Buy
+1,579
New +$121K 0.03% 241

Other funds holding ED

BlackRock
BlackRock New York $5.7T 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
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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return