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LRI Investments’s Consolidated Edison ED Stock Holding History

LRI Investments’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
2026
Q2 		$112K Buy
1,010
+12
+1% +$1.3K 0.01% 429
2026
Q1 		$113K Buy
998
+176
+21% +$19.1K 0.01% 392
2025
Q4 		$81.6K Hold
822
– – 0.01% 457
2025
Q3 		$82.6K Hold
822
– – 0.01% 457
2025
Q2 		$82.5K Hold
822
– – 0.01% 464
2025
Q1 		$90.9K Hold
822
– – 0.01% 438
2024
Q4 		$73.3K Hold
822
– – 0.01% 470
2024
Q3 		$78.3K Hold
822
– – 0.01% 452
2024
Q2 		$73.5K Buy
822
+1
+0.1% +$93 0.01% 434
2024
Q1 		$74.6K Buy
+821
New +$73.6K 0.02% 236

Other funds holding ED

QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
BI
Ballast Inc Lexington, Kentucky $530M AUM 30.33% 1-Year Est. Return
MFA
Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return
ASBI
American State Bank (Iowa) Sioux Center, Iowa $247M AUM 52.3% 1-Year Est. Return