Nelson Capital Management’s Consolidated Edison ED Stock Holding History

Nelson Capital 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
2019 Q4	–	Sell	-501	Closed	-$47K	–	154
2019 Q3	$47K	Buy	501 +181	+57%	+$16.1K	0.01%	154
2019 Q2	$28K	Hold	320	–	–	0.01%	179
2019 Q1	$27K	Hold	320	–	–	0.01%	171
2018 Q4	$24K	Hold	320	–	–	0.01%	176
2018 Q3	$24K	Hold	320	–	–	0.01%	175
2018 Q2	$25K	Hold	320	–	–	0.01%	156
2018 Q1	$25K	Hold	320	–	–	0.01%	175
2017 Q4	$27K	Hold	320	–	–	0.01%	180
2017 Q3	$26K	Hold	320	–	–	0.01%	167
2017 Q2	$26K	Hold	320	–	–	0.01%	167
2017 Q1	$25K	Hold	320	–	–	0.01%	175
2016 Q4	$24K	Hold	320	–	–	0.01%	166
2016 Q3	$24K	Hold	320	–	–	0.01%	167
2016 Q2	$25K	Buy	+320	New	+$24K	0.01%	157
2014 Q2	–	Sell	-150	Closed	-$8K	–	307
2014 Q1	$8K	Hold	150	–	–	﹤0.01%	214
2013 Q4	$8K	Hold	150	–	–	﹤0.01%	199
2013 Q3	$8K	Hold	150	–	–	﹤0.01%	190
2013 Q2	$9K	Buy	+150	New	+$9.01K	﹤0.01%	183

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

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

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Nelson Capital Management's ED Position: Q4 2019 in Review

Nelson Capital Management sold out of Consolidated Edison (ED) in Q4 2019, closing a stake of 501 shares — an estimated $47K sold.

Nelson Capital Management first reported a position in ED in Q2 2013 and held it in 18 quarters. The position peaked at $47K in Q3 2019. 978 funds tracked by Wall St. Rank hold ED as of Q4 2019.

Nelson Capital Management reported no remaining Consolidated Edison position as of Q4 2019 after selling out during the quarter.
Nelson Capital Management sold 501 Consolidated Edison shares in Q4 2019, an estimated $47K.
Nelson Capital Management first reported a position in Consolidated Edison in Q2 2013 and held it in 18 quarters.
Nelson Capital Management's Consolidated Edison position peaked at $47K in Q3 2019.
978 funds tracked by Wall St. Rank held Consolidated Edison as of Q4 2019.

Based on Nelson Capital Management's 13F filing for Q4 2019, filed 10 Feb 2020.