HFA
ED icon

Hoover Financial Advisors’s Consolidated Edison ED Stock Holding History

Hoover Financial 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
2021
Q2 		$68K Sell
951
-25
-3% -$1.92K 0.01% 244
2021
Q1 		$77K Buy
976
+50
+5% +$3.52K 0.01% 221
2020
Q4 		$63K Buy
+926
New +$71.9K 0.02% 220
2020
Q3 		– Sell
-376
Closed -$27K – 276
2020
Q2 		$27K Buy
+376
New +$28.9K 0.01% 245

Other funds holding ED

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

Hoover Financial Advisors's ED Position: Q2 2021 in Review

Hoover Financial Advisors reduced its Consolidated Edison (ED) stake by 2.6% in Q2 2021, selling an estimated $1.92K and leaving 951 shares worth $68K. The position accounts for 0.01% of the portfolio, ranked #244.

Hoover Financial Advisors first reported a position in ED in Q2 2020 and has held it in 4 quarters since. The position peaked at $77K in Q1 2021. 965 funds tracked by Wall St. Rank hold ED as of Q2 2021.

  • Hoover Financial Advisors held 951 shares of Consolidated Edison worth $68K as of Q2 2021.
  • Hoover Financial Advisors sold 25 Consolidated Edison shares in Q2 2021, an estimated $1.92K.
  • Consolidated Edison made up 0.01% of Hoover Financial Advisors's portfolio in Q2 2021, its #244 holding.
  • Hoover Financial Advisors first reported a position in Consolidated Edison in Q2 2020 and has held it in 4 quarters since.
  • Hoover Financial Advisors's Consolidated Edison position peaked at $77K in Q1 2021.
  • 965 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2021.

Based on Hoover Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.