HT
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Heritage Trust’s Consolidated Edison ED Stock Holding History

Heritage Trust’s Portfolio ED Stock Details ED Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$473K Sell
4,713
-677
-13% -$67.9K 0.05% 215
2025
Q1 		$596K Hold
5,390
– – 0.07% 194
2024
Q4 		$481K Buy
+5,390
New +$481K 0.06% 203