HA
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Herold Advisors’s Consolidated Edison ED Stock Holding History

Herold Advisors’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
2026
Q1 		$1.95M Sell
17,230
-8
-0% -$866 0.43% 65
2025
Q4 		$1.71M Buy
17,238
+76
+0.4% +$7.54K 0.38% 70
2025
Q3 		$1.73M Sell
17,162
-193
-1% -$19.4K 0.4% 70
2025
Q2 		$1.74M Sell
17,355
-492
-3% -$52.1K 0.37% 78
2025
Q1 		$1.97M Sell
17,847
-84
-0.5% -$8.24K 0.43% 66
2024
Q4 		$1.6M Buy
17,931
+607
+4% +$59.8K 0.35% 80
2024
Q3 		$1.8M Buy
17,324
+314
+2% +$31.1K 0.39% 69
2024
Q2 		$1.52M Sell
17,010
-1,285
-7% -$119K 0.35% 77
2024
Q1 		$1.66M Sell
18,295
-1,085
-6% -$97.3K 0.4% 69
2023
Q4 		$1.76M Buy
19,380
+715
+4% +$63.9K 0.49% 64
2023
Q3 		$1.6M Buy
18,665
+1,069
+6% +$97.4K 0.49% 62
2023
Q2 		$1.59M Buy
17,596
+472
+3% +$45.1K 0.49% 59
2023
Q1 		$1.64M Buy
17,124
+11
+0.1% +$1.03K 0.57% 50
2022
Q4 		$1.63M Buy
17,113
+8,975
+110% +$817K 0.69% 45
2022
Q3 		$697K Buy
8,138
+1,177
+17% +$114K 0.34% 91
2022
Q2 		$661K Buy
6,961
+12
+0.2% +$1.14K 0.29% 99
2022
Q1 		$658K Buy
6,949
+11
+0.2% +$950 0.23% 109
2021
Q4 		$591K Sell
6,938
-93
-1% -$7.31K 0.23% 114
2021
Q3 		$510K Buy
+7,031
New +$525K 0.2% 126

Other funds holding ED

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 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
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return