KI
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Kapitalo Investimentos’s Consolidated Edison ED Stock Holding History

Kapitalo Investimentos’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 		– Sell
-2,407
Closed -$251K – 299
2024
Q3 		$251K Sell
2,407
-221
-8% -$21.9K 0.06% 121
2024
Q2 		$235K Sell
2,628
-4,312
-62% -$400K 0.07% 120
2024
Q1 		$630K Sell
6,940
-3,059
-31% -$274K 0.14% 64
2023
Q4 		$910K Buy
9,999
+6,104
+157% +$545K 0.19% 45
2023
Q3 		$333K Sell
3,895
-6,599
-63% -$601K 0.05% 180
2023
Q2 		$949K Buy
10,494
+8,527
+434% +$815K 0.18% 40
2023
Q1 		$188K Buy
+1,967
New +$184K 0.06% 168

Other funds holding ED

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Kapitalo Investimentos's ED Position: Q4 2024 in Review

Kapitalo Investimentos sold out of Consolidated Edison (ED) in Q4 2024, closing a stake of 2,407 shares — an estimated $251K sold.

Kapitalo Investimentos first reported a position in ED in Q1 2023 and held it in 7 quarters. The position peaked at $949K in Q2 2023. 1,227 funds tracked by Wall St. Rank hold ED as of Q4 2024.

  • Kapitalo Investimentos reported no remaining Consolidated Edison position as of Q4 2024 after selling out during the quarter.
  • Kapitalo Investimentos sold 2,407 Consolidated Edison shares in Q4 2024, an estimated $251K.
  • Kapitalo Investimentos first reported a position in Consolidated Edison in Q1 2023 and held it in 7 quarters.
  • Kapitalo Investimentos's Consolidated Edison position peaked at $949K in Q2 2023.
  • 1,227 funds tracked by Wall St. Rank held Consolidated Edison as of Q4 2024.

Based on Kapitalo Investimentos's 13F filing for Q4 2024, filed 14 Feb 2025.