Householder Group Estate & Retirement Specialist’s Consolidated Edison ED Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024 Q4	$120K	Sell	1,350 -900	-40%	-$88.6K	0.09%	139
2024 Q3	$234K	Sell	2,250 -282	-11%	-$27.9K	0.07%	226
2024 Q2	$226K	Buy	2,532 +126	+5%	+$11.7K	0.06%	232
2024 Q1	$219K	Sell	2,406 -398	-14%	-$35.7K	0.07%	231
2023 Q4	$255K	Buy	2,804 +4	+0.1%	+$357	0.08%	208
2023 Q3	$240K	Buy	+2,800	New	+$255K	0.09%	197
2023 Q1	$344K	Buy	+3,591	New	+$336K	0.13%	152
2022 Q4	–	Sell	-3,016	Closed	-$258K	–	513
2022 Q3	$258K	Buy	3,016 +130	+5%	+$12.5K	0.11%	167
2022 Q2	$274K	Sell	2,886 -593	-17%	-$56.5K	0.12%	161
2022 Q1	$329K	Buy	3,479 +5	+0.1%	+$432	0.13%	150
2021 Q4	$296K	Buy	+3,474	New	+$273K	0.11%	169

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

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Householder Group Estate & Retirement Specialist's ED Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its Consolidated Edison (ED) stake by 40% in Q4 2024, selling an estimated $88.6K and leaving 1,350 shares worth $120K. The position accounts for 0.09% of the portfolio, ranked #139.

Householder Group Estate & Retirement Specialist first reported a position in ED in Q4 2021 and has held it in 11 quarters since. The position peaked at $344K in Q1 2023. 1,228 funds tracked by Wall St. Rank hold ED as of Q4 2024.

Householder Group Estate & Retirement Specialist held 1,350 shares of Consolidated Edison worth $120K as of Q4 2024.
Householder Group Estate & Retirement Specialist sold 900 Consolidated Edison shares in Q4 2024, an estimated $88.6K.
Consolidated Edison made up 0.09% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #139 holding.
Householder Group Estate & Retirement Specialist first reported a position in Consolidated Edison in Q4 2021 and has held it in 11 quarters since.
Householder Group Estate & Retirement Specialist's Consolidated Edison position peaked at $344K in Q1 2023.
1,228 funds tracked by Wall St. Rank held Consolidated Edison as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.