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LMG Wealth Partners’s Consolidated Edison ED Stock Holding History

LMG 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
Q4 		– Sell
-12,907
Closed -$1.34M – 131
2024
Q3 		$1.34M Buy
12,907
+1,177
+10% +$116K 0.31% 80
2024
Q2 		$1.05M Buy
11,730
+511
+5% +$47.4K 0.26% 80
2024
Q1 		$1.02M Buy
11,219
+702
+7% +$62.9K 0.26% 83
2023
Q4 		$957K Buy
10,517
+1,406
+15% +$126K 0.27% 68
2023
Q3 		$779K Buy
9,111
+1,505
+20% +$137K 0.24% 69
2023
Q2 		$688K Buy
7,606
+632
+9% +$60.4K 0.21% 69
2023
Q1 		$667K Buy
6,974
+856
+14% +$80.2K 0.22% 70
2022
Q4 		$584K Buy
+6,118
New +$557K 0.19% 71

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 $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 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 $1T AUM

LMG Wealth Partners's ED Position: Q4 2024 in Review

LMG Wealth Partners sold out of Consolidated Edison (ED) in Q4 2024, closing a stake of 12,907 shares — an estimated $1.34M sold.

LMG Wealth Partners first reported a position in ED in Q4 2022 and held it in 8 quarters. The position peaked at $1.34M in Q3 2024. 1,228 funds tracked by Wall St. Rank hold ED as of Q4 2024.

  • LMG Wealth Partners reported no remaining Consolidated Edison position as of Q4 2024 after selling out during the quarter.
  • LMG Wealth Partners sold 12,907 Consolidated Edison shares in Q4 2024, an estimated $1.34M.
  • LMG Wealth Partners first reported a position in Consolidated Edison in Q4 2022 and held it in 8 quarters.
  • LMG Wealth Partners's Consolidated Edison position peaked at $1.34M in Q3 2024.
  • 1,228 funds tracked by Wall St. Rank held Consolidated Edison as of Q4 2024.

Based on LMG Wealth Partners's 13F filing for Q4 2024, filed 3 Feb 2025.