HWG Holdings’s Consolidated Edison ED Stock Holding History

HWG Holdings’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 Q3	–	Sell	-20	Closed	-$1.79K	–	71
2024 Q2	$1.79K	Buy	+20	New	+$1.85K	﹤0.01%	105
2023 Q4	$1.82K	Buy	20 +3	+18%	+$268	﹤0.01%	116
2023 Q3	$1.45K	Hold	17	–	–	﹤0.01%	128
2023 Q2	$1.54K	Buy	+17	New	+$1.63K	﹤0.01%	130
2023 Q1	–	Sell	-1,492	Closed	-$142K	–	114
2022 Q4	$142K	Sell	1,492 -210	-12%	-$19.1K	0.09%	50
2022 Q3	$146K	Buy	+1,702	New	+$164K	0.1%	39
2022 Q1	$698K	Buy	+7,377	New	+$637K	0.35%	45

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

Legal & General Group London, United Kingdom $432B AUM 29.4% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

HWG Holdings's ED Position: Q3 2024 in Review

HWG Holdings sold out of Consolidated Edison (ED) in Q3 2024, closing a stake of 20 shares — an estimated $1.79K sold.

HWG Holdings first reported a position in ED in Q1 2022 and held it in 7 quarters. The position peaked at $698K in Q1 2022. 1,197 funds tracked by Wall St. Rank hold ED as of Q3 2024.

HWG Holdings reported no remaining Consolidated Edison position as of Q3 2024 after selling out during the quarter.
HWG Holdings sold 20 Consolidated Edison shares in Q3 2024, an estimated $1.79K.
HWG Holdings first reported a position in Consolidated Edison in Q1 2022 and held it in 7 quarters.
HWG Holdings's Consolidated Edison position peaked at $698K in Q1 2022.
1,197 funds tracked by Wall St. Rank held Consolidated Edison as of Q3 2024.

Based on HWG Holdings's 13F filing for Q3 2024, filed 23 Oct 2024.