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Legacy Capital Wealth Partners’s Consolidated Edison ED Stock Holding History

Legacy Capital Wealth Partners’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
Q2 		– Sell
-28,546
Closed -$2.83M – 321
2024
Q1 		$2.83M Buy
+28,546
New +$2.56M 2.01% 15

Other funds holding ED

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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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Legacy Capital Wealth Partners's ED Position: Q2 2024 in Review

Legacy Capital Wealth Partners sold out of Consolidated Edison (ED) in Q2 2024, closing a stake of 28,546 shares — an estimated $2.83M sold.

Legacy Capital Wealth Partners first reported a position in ED in Q1 2024 and held it in 1 quarter. The position peaked at $2.83M in Q1 2024. 1,142 funds tracked by Wall St. Rank hold ED as of Q2 2024.

  • Legacy Capital Wealth Partners reported no remaining Consolidated Edison position as of Q2 2024 after selling out during the quarter.
  • Legacy Capital Wealth Partners sold 28,546 Consolidated Edison shares in Q2 2024, an estimated $2.83M.
  • Legacy Capital Wealth Partners first reported a position in Consolidated Edison in Q1 2024 and held it in 1 quarter.
  • Legacy Capital Wealth Partners's Consolidated Edison position peaked at $2.83M in Q1 2024.
  • 1,142 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2024.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2024, filed 2 Aug 2024.