JBR Co Financial Management’s Consolidated Edison ED Stock Holding History

JBR Co Financial 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
2025 Q1	–	Sell	-2,385	Closed	-$213K	–	116
2024 Q4	$213K	Hold	2,385	–	–	0.13%	98
2024 Q3	$248K	Hold	2,385	–	–	0.16%	99
2024 Q2	$213K	Hold	2,385	–	–	0.15%	97
2024 Q1	$217K	Hold	2,385	–	–	0.17%	92
2023 Q4	$217K	Buy	+2,385	New	+$213K	0.2%	82

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

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

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

Norges Bank Oslo, Norway $935B AUM

JBR Co Financial Management's ED Position: Q1 2025 in Review

JBR Co Financial Management sold out of Consolidated Edison (ED) in Q1 2025, closing a stake of 2,385 shares — an estimated $213K sold.

JBR Co Financial Management first reported a position in ED in Q4 2023 and held it in 5 quarters. The position peaked at $248K in Q3 2024. 1,300 funds tracked by Wall St. Rank hold ED as of Q1 2025.

JBR Co Financial Management reported no remaining Consolidated Edison position as of Q1 2025 after selling out during the quarter.
JBR Co Financial Management sold 2,385 Consolidated Edison shares in Q1 2025, an estimated $213K.
JBR Co Financial Management first reported a position in Consolidated Edison in Q4 2023 and held it in 5 quarters.
JBR Co Financial Management's Consolidated Edison position peaked at $248K in Q3 2024.
1,300 funds tracked by Wall St. Rank held Consolidated Edison as of Q1 2025.

Based on JBR Co Financial Management's 13F filing for Q1 2025, filed 21 Apr 2025.