LSAG
ED icon

Lake Street Advisors Group’s Consolidated Edison ED Stock Holding History

Lake Street Advisors 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 		$446K Buy
5,002
+920
+23% +$90.6K 0.02% 348
2024
Q3 		$425K Buy
4,082
+375
+10% +$37.1K 0.02% 363
2024
Q2 		$332K Sell
3,707
-362
-9% -$33.6K 0.02% 418
2024
Q1 		$369K Buy
4,069
+120
+3% +$10.8K 0.02% 403
2023
Q4 		$359K Buy
+3,949
New +$353K 0.02% 390

Other funds holding ED

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $1.88B AUM 29.07% 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

Lake Street Advisors Group's ED Position: Q4 2024 in Review

Lake Street Advisors Group increased its Consolidated Edison (ED) stake by 23% in Q4 2024, buying an estimated $90.6K and bringing the position to 5,002 shares worth $446K. The position accounts for 0.02% of the portfolio, ranked #348.

Lake Street Advisors Group first reported a position in ED in Q4 2023 and has held it in 5 quarters since. 1,228 funds tracked by Wall St. Rank hold ED as of Q4 2024.

  • Lake Street Advisors Group held 5,002 shares of Consolidated Edison worth $446K as of Q4 2024.
  • Lake Street Advisors Group bought 920 Consolidated Edison shares in Q4 2024, an estimated $90.6K.
  • Consolidated Edison made up 0.02% of Lake Street Advisors Group's portfolio in Q4 2024, its #348 holding.
  • Lake Street Advisors Group first reported a position in Consolidated Edison in Q4 2023 and has held it in 5 quarters since.
  • 1,228 funds tracked by Wall St. Rank held Consolidated Edison as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.