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Laurel Wealth Advisors (California)’s Consolidated Edison ED Stock Holding History

Laurel Wealth Advisors (California)’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
2022
Q4 		$2.11M Sell
22,183
-228
-1% -$20.7K 0.21% 113
2022
Q3 		$1.92M Sell
22,411
-1,228
-5% -$118K 0.21% 114
2022
Q2 		$2.25M Sell
23,639
-903
-4% -$86K 0.23% 105
2022
Q1 		$2.32M Buy
24,542
+24
+0.1% +$2.07K 0.19% 114
2021
Q4 		$2.09M Sell
24,518
-14,182
-37% -$1.11M 0.16% 132
2021
Q3 		$2.81M Buy
38,700
+112
+0.3% +$8.36K 0.52% 34
2021
Q2 		$2.77M Buy
38,588
+530
+1% +$40.7K 0.36% 63
2021
Q1 		$2.85M Sell
38,058
-2,613
-6% -$184K 0.43% 53
2020
Q4 		$2.94M Sell
40,671
-1,325
-3% -$103K 0.43% 55
2020
Q3 		$3.27M Buy
41,996
+489
+1% +$36.1K 0.54% 48
2020
Q2 		$2.99M Sell
41,507
-7,206
-15% -$553K 0.55% 45
2020
Q1 		$3.8M Sell
48,713
-900
-2% -$78.9K 0.87% 22
2019
Q4 		$4.49M Sell
49,613
-3,159
-6% -$283K 0.75% 28
2019
Q3 		$4.99M Buy
52,772
+2,972
+6% +$264K 0.85% 25
2019
Q2 		$4.37M Sell
49,800
-41
-0.1% -$3.53K 0.96% 23
2019
Q1 		$4.23M Sell
49,841
-562
-1% -$44.9K 1.04% 17
2018
Q4 		$3.85M Sell
50,403
-577
-1% -$45.1K 1.13% 17
2018
Q3 		$3.88M Sell
50,980
-347
-0.7% -$27.3K 0.95% 20
2018
Q2 		$4M Buy
51,327
+662
+1% +$50.6K 1.07% 17
2018
Q1 		$3.95M Sell
50,665
-1,342
-3% -$104K 1.22% 15
2017
Q4 		$4.42M Sell
52,007
-863
-2% -$74.2K 1.27% 13
2017
Q3 		$4.26M Sell
52,870
-420
-0.8% -$34.8K 1.43% 13
2017
Q2 		$4.31M Sell
53,290
-178
-0.3% -$14.4K 1.53% 10
2017
Q1 		$4.15M Sell
53,468
-2,852
-5% -$214K 1.6% 10
2016
Q4 		$4.15M Sell
56,320
-638
-1% -$46.1K 1.84% 9
2016
Q3 		$4.29M Sell
56,958
-121
-0.2% -$9.4K 2.03% 7
2016
Q2 		$4.59M Sell
57,079
-1,050
-2% -$78.9K 2.2% 6
2016
Q1 		$4.45M Sell
58,129
-775
-1% -$55K 2.23% 5
2015
Q4 		$3.79M Buy
+58,904
New +$3.79M 1.96% 6

Other funds holding ED

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Laurel Wealth Advisors (California)'s ED Position: Q4 2022 in Review

Laurel Wealth Advisors (California) reduced its Consolidated Edison (ED) stake by 1% in Q4 2022, selling an estimated $20.7K and leaving 22,183 shares worth $2.11M. The position accounts for 0.21% of the portfolio, ranked #113.

Laurel Wealth Advisors (California) first reported a position in ED in Q4 2015 and has held it in 29 quarters since. The position peaked at $4.99M in Q3 2019. 1,100 funds tracked by Wall St. Rank hold ED as of Q4 2022.

  • Laurel Wealth Advisors (California) held 22,183 shares of Consolidated Edison worth $2.11M as of Q4 2022.
  • Laurel Wealth Advisors (California) sold 228 Consolidated Edison shares in Q4 2022, an estimated $20.7K.
  • Consolidated Edison made up 0.21% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #113 holding.
  • Laurel Wealth Advisors (California) first reported a position in Consolidated Edison in Q4 2015 and has held it in 29 quarters since.
  • Laurel Wealth Advisors (California)'s Consolidated Edison position peaked at $4.99M in Q3 2019.
  • 1,100 funds tracked by Wall St. Rank held Consolidated Edison as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.