Institutional & Family Asset Management’s Consolidated Edison ED Stock Holding History

Institutional & Family Asset Management’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 Q2	$358	Buy	+4	New	+$371	﹤0.01%	714
2023 Q3	–	Sell	-4	Closed	-$362	–	728
2023 Q2	$362	Buy	+4	New	+$382	﹤0.01%	708
2020 Q2	–	Sell	-200	Closed	-$16K	–	855
2020 Q1	$16K	Buy	+200	New	+$17.5K	﹤0.01%	395
2019 Q4	–	Sell	-250	Closed	-$24K	–	865
2019 Q3	$24K	Sell	250 -50	-17%	-$4.44K	0.01%	377
2019 Q2	$26K	Sell	300 -5	-2%	-$431	0.01%	388
2019 Q1	$26K	Sell	305 -775	-72%	-$61.9K	0.01%	397
2018 Q4	$83K	Buy	+1,080	New	+$84.5K	0.02%	255

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Institutional & Family Asset Management's ED Position: Q2 2024 in Review

Institutional & Family Asset Management opened a new position in Consolidated Edison (ED) in Q2 2024: 4 shares worth $358. The stake represents ﹤0.01% of the portfolio and ranks #714 among its holdings. This is a return to the name: Institutional & Family Asset Management previously reported a position in ED as recently as Q2 2023.

Institutional & Family Asset Management first reported a position in ED in Q4 2018 and has held it in 7 quarters since. The position peaked at $83K in Q4 2018. 1,142 funds tracked by Wall St. Rank hold ED as of Q2 2024.

Institutional & Family Asset Management held 4 shares of Consolidated Edison worth $358 as of Q2 2024.
Consolidated Edison was a new Institutional & Family Asset Management position in Q2 2024.
Consolidated Edison made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #714 holding.
Institutional & Family Asset Management first reported a position in Consolidated Edison in Q4 2018 and has held it in 7 quarters since.
Institutional & Family Asset Management's Consolidated Edison position peaked at $83K in Q4 2018.
1,142 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.