MWA
ED icon

Midland Wealth Advisors’s Consolidated Edison ED Stock Holding History

Midland Wealth Advisors’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
Q3 		– Sell
-2,663
Closed -$238K – 198
2024
Q2 		$238K Buy
+2,663
New +$247K 0.01% 192
2024
Q1 		– Sell
-3,026
Closed -$275K – 198
2023
Q4 		$275K Buy
+3,026
New +$270K 0.02% 161

Other funds holding ED

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 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

Midland Wealth Advisors's ED Position: Q3 2024 in Review

Midland Wealth Advisors sold out of Consolidated Edison (ED) in Q3 2024, closing a stake of 2,663 shares — an estimated $238K sold.

Midland Wealth Advisors first reported a position in ED in Q4 2023 and held it in 2 quarters. The position peaked at $275K in Q4 2023. 1,197 funds tracked by Wall St. Rank hold ED as of Q3 2024.

  • Midland Wealth Advisors reported no remaining Consolidated Edison position as of Q3 2024 after selling out during the quarter.
  • Midland Wealth Advisors sold 2,663 Consolidated Edison shares in Q3 2024, an estimated $238K.
  • Midland Wealth Advisors first reported a position in Consolidated Edison in Q4 2023 and held it in 2 quarters.
  • Midland Wealth Advisors's Consolidated Edison position peaked at $275K in Q4 2023.
  • 1,197 funds tracked by Wall St. Rank held Consolidated Edison as of Q3 2024.

Based on Midland Wealth Advisors's 13F filing for Q3 2024, filed 23 Oct 2024.