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Laidlaw Wealth Management’s Consolidated Edison ED Stock Holding History

Laidlaw Wealth 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
Q1 		– Sell
-19,032
Closed -$1.73M – 195
2023
Q4 		$1.73M Buy
19,032
+43
+0.2% +$3.84K 0.63% 37
2023
Q3 		$1.62M Buy
18,989
+316
+2% +$28.8K 0.54% 54
2023
Q2 		$1.69M Buy
18,673
+385
+2% +$36.8K 0.33% 80
2023
Q1 		$1.75M Hold
18,288
– – 0.36% 75
2022
Q4 		$1.74M Buy
+18,288
New +$1.66M 0.37% 75
2022
Q3 		– Sell
-20,267
Closed -$1.93M – 332
2022
Q2 		$1.93M Sell
20,267
-291
-1% -$27.7K 0.39% 77
2022
Q1 		$1.95M Sell
20,558
-392
-2% -$33.9K 0.32% 82
2021
Q4 		$1.79M Buy
+20,950
New +$1.65M 0.29% 95
2021
Q1 		– Sell
-21,364
Closed -$1.54M – 258
2020
Q4 		$1.54M Buy
21,364
+1
+0% +$78 0.33% 86
2020
Q3 		$1.66M Buy
21,363
+3
+0% +$221 0.74% 40
2020
Q2 		$1.54M Buy
21,360
+270
+1% +$20.7K 0.8% 40
2020
Q1 		$1.65M Sell
21,090
-151
-0.7% -$13.2K 1.08% 25
2019
Q4 		$1.92M Buy
+21,241
New +$1.9M 1.21% 14

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
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Laidlaw Wealth Management's ED Position: Q1 2024 in Review

Laidlaw Wealth Management sold out of Consolidated Edison (ED) in Q1 2024, closing a stake of 19,032 shares — an estimated $1.73M sold.

Laidlaw Wealth Management first reported a position in ED in Q4 2019 and held it in 13 quarters. The position peaked at $1.95M in Q1 2022. 1,143 funds tracked by Wall St. Rank hold ED as of Q1 2024.

  • Laidlaw Wealth Management reported no remaining Consolidated Edison position as of Q1 2024 after selling out during the quarter.
  • Laidlaw Wealth Management sold 19,032 Consolidated Edison shares in Q1 2024, an estimated $1.73M.
  • Laidlaw Wealth Management first reported a position in Consolidated Edison in Q4 2019 and held it in 13 quarters.
  • Laidlaw Wealth Management's Consolidated Edison position peaked at $1.95M in Q1 2022.
  • 1,143 funds tracked by Wall St. Rank held Consolidated Edison as of Q1 2024.

Based on Laidlaw Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.