MinichMacGregor Wealth Management’s Consolidated Edison ED Stock Holding History

MinichMacGregor Wealth Management’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 Q1	–	Sell	-710	Closed	-$67.7K	–	242
2022 Q4	$67.7K	Buy	+710	New	+$64.6K	0.02%	158
2018 Q4	–	Sell	-710	Closed	-$53K	–	204
2018 Q3	$53K	Hold	710	–	–	0.04%	118
2018 Q2	$55K	Sell	710 -367	-34%	-$28K	0.04%	109
2018 Q1	$83K	Hold	1,077	–	–	0.06%	79
2017 Q4	$91K	Hold	1,077	–	–	0.07%	68
2017 Q3	$86K	Buy	1,077 +710	+193%	+$58.8K	0.07%	69
2017 Q2	$29K	Hold	367	–	–	0.03%	141
2017 Q1	$28K	Hold	367	–	–	0.03%	141
2016 Q4	$27K	Hold	367	–	–	0.03%	145
2016 Q3	$27K	Hold	367	–	–	0.03%	158
2016 Q2	$29K	Hold	367	–	–	0.03%	146
2016 Q1	$28K	Hold	367	–	–	0.03%	146
2015 Q4	$22K	Buy	+367	New	+$23.6K	0.02%	157

Other funds holding ED

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

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

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

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

MinichMacGregor Wealth Management's ED Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of Consolidated Edison (ED) in Q1 2023, closing a stake of 710 shares — an estimated $67.7K sold.

MinichMacGregor Wealth Management first reported a position in ED in Q4 2015 and held it in 13 quarters. The position peaked at $91K in Q4 2017. 1,099 funds tracked by Wall St. Rank hold ED as of Q1 2023.

MinichMacGregor Wealth Management reported no remaining Consolidated Edison position as of Q1 2023 after selling out during the quarter.
MinichMacGregor Wealth Management sold 710 Consolidated Edison shares in Q1 2023, an estimated $67.7K.
MinichMacGregor Wealth Management first reported a position in Consolidated Edison in Q4 2015 and held it in 13 quarters.
MinichMacGregor Wealth Management's Consolidated Edison position peaked at $91K in Q4 2017.
1,099 funds tracked by Wall St. Rank held Consolidated Edison as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.