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Lumature Wealth Partners’s Consolidated Edison ED Stock Holding History

Lumature 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
2023
Q2 		$252K Sell
2,792
-26
-0.9% -$2.49K 0.15% 134
2023
Q1 		$270K Buy
2,818
+27
+1% +$2.53K 0.15% 117
2022
Q4 		$266K Sell
2,791
-30
-1% -$2.73K 0.15% 114
2022
Q3 		$242K Buy
2,821
+104
+4% +$10K 0.13% 123
2022
Q2 		$258K Sell
2,717
-32
-1% -$3.05K 0.11% 130
2022
Q1 		$260K Buy
+2,749
New +$237K 0.1% 136

Other funds holding ED

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Lumature Wealth Partners's ED Position: Q2 2023 in Review

Lumature Wealth Partners reduced its Consolidated Edison (ED) stake by 0.92% in Q2 2023, selling an estimated $2.49K and leaving 2,792 shares worth $252K. The position accounts for 0.15% of the portfolio, ranked #134.

Lumature Wealth Partners first reported a position in ED in Q1 2022 and has held it in 6 quarters since. The position peaked at $270K in Q1 2023. 1,112 funds tracked by Wall St. Rank hold ED as of Q2 2023.

  • Lumature Wealth Partners held 2,792 shares of Consolidated Edison worth $252K as of Q2 2023.
  • Lumature Wealth Partners sold 26 Consolidated Edison shares in Q2 2023, an estimated $2.49K.
  • Consolidated Edison made up 0.15% of Lumature Wealth Partners's portfolio in Q2 2023, its #134 holding.
  • Lumature Wealth Partners first reported a position in Consolidated Edison in Q1 2022 and has held it in 6 quarters since.
  • Lumature Wealth Partners's Consolidated Edison position peaked at $270K in Q1 2023.
  • 1,112 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.