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Kiely Wealth Advisory Group’s Consolidated Edison ED Stock Holding History

Kiely Wealth Advisory Group’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 		$3.48K Hold
36
– – ﹤0.01% 274
2024
Q3 		$3.51K Hold
36
– – ﹤0.01% 271
2024
Q2 		$3.63K Hold
36
– – ﹤0.01% 251
2024
Q1 		$3.38K Hold
36
– – ﹤0.01% 233
2023
Q4 		$3.24K Buy
+36
New +$3.22K ﹤0.01% 230

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

Kiely Wealth Advisory Group's ED Position: Q4 2024 in Review

Kiely Wealth Advisory Group held its Consolidated Edison (ED) position steady in Q4 2024 at 36 shares worth $3.48K. The position accounts for ﹤0.01% of the portfolio, ranked #274.

Kiely Wealth Advisory Group first reported a position in ED in Q4 2023 and has held it in 5 quarters since. The position peaked at $3.63K in Q2 2024. 1,227 funds tracked by Wall St. Rank hold ED as of Q4 2024.

  • Kiely Wealth Advisory Group held 36 shares of Consolidated Edison worth $3.48K as of Q4 2024.
  • Kiely Wealth Advisory Group left its Consolidated Edison share count unchanged in Q4 2024.
  • Consolidated Edison made up ﹤0.01% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #274 holding.
  • Kiely Wealth Advisory Group first reported a position in Consolidated Edison in Q4 2023 and has held it in 5 quarters since.
  • Kiely Wealth Advisory Group's Consolidated Edison position peaked at $3.63K in Q2 2024.
  • 1,227 funds tracked by Wall St. Rank held Consolidated Edison as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.