McKinley Carter Wealth Services’s Consolidated Edison ED Stock Holding History

McKinley Carter Wealth Services’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
2025 Q2	–	Sell	-1,973	Closed	-$218K	–	310
2025 Q1	$218K	Buy	+1,973	New	+$193K	0.01%	290
2024 Q4	–	Sell	-1,973	Closed	-$205K	–	295
2024 Q3	$205K	Buy	+1,973	New	+$195K	0.01%	299
2024 Q2	–	Sell	-2,223	Closed	-$202K	–	300
2024 Q1	$202K	Buy	+2,223	New	+$199K	0.01%	296
2023 Q2	–	Sell	-2,153	Closed	-$206K	–	302
2023 Q1	$206K	Hold	2,153	–	–	0.02%	289
2022 Q4	$205K	Buy	+2,153	New	+$196K	0.02%	283
2022 Q3	–	Sell	-2,153	Closed	-$205K	–	286
2022 Q2	$205K	Hold	2,153	–	–	0.02%	284
2022 Q1	$204K	Buy	+2,153	New	+$186K	0.02%	282
2018 Q2	–	Sell	-950	Closed	-$74K	–	227
2018 Q1	$74K	Buy	+950	New	+$73.8K	0.02%	228

Other funds holding ED

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

McKinley Carter Wealth Services's ED Position: Q2 2025 in Review

McKinley Carter Wealth Services sold out of Consolidated Edison (ED) in Q2 2025, closing a stake of 1,973 shares — an estimated $218K sold.

McKinley Carter Wealth Services first reported a position in ED in Q1 2018 and held it in 8 quarters. The position peaked at $218K in Q1 2025. 1,299 funds tracked by Wall St. Rank hold ED as of Q2 2025.

McKinley Carter Wealth Services reported no remaining Consolidated Edison position as of Q2 2025 after selling out during the quarter.
McKinley Carter Wealth Services sold 1,973 Consolidated Edison shares in Q2 2025, an estimated $218K.
McKinley Carter Wealth Services first reported a position in Consolidated Edison in Q1 2018 and held it in 8 quarters.
McKinley Carter Wealth Services's Consolidated Edison position peaked at $218K in Q1 2025.
1,299 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2025.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2025, filed 24 Jul 2025.