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Northwest Financial Advisors’s Consolidated Edison ED Stock Holding History

Northwest Financial 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
Q4 		– Sell
-200
Closed -$20.8K – 222
2024
Q3 		$20.8K Buy
+200
New +$19.8K 0.02% 315
2024
Q1 		– Sell
-200
Closed -$18.2K – 200
2023
Q4 		$18.2K Buy
+200
New +$17.9K 0.02% 315

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
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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Northwest Financial Advisors's ED Position: Q4 2024 in Review

Northwest Financial Advisors sold out of Consolidated Edison (ED) in Q4 2024, closing a stake of 200 shares — an estimated $20.8K sold.

Northwest Financial Advisors first reported a position in ED in Q4 2023 and held it in 2 quarters. The position peaked at $20.8K in Q3 2024. 1,227 funds tracked by Wall St. Rank hold ED as of Q4 2024.

  • Northwest Financial Advisors reported no remaining Consolidated Edison position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 200 Consolidated Edison shares in Q4 2024, an estimated $20.8K.
  • Northwest Financial Advisors first reported a position in Consolidated Edison in Q4 2023 and held it in 2 quarters.
  • Northwest Financial Advisors's Consolidated Edison position peaked at $20.8K in Q3 2024.
  • 1,227 funds tracked by Wall St. Rank held Consolidated Edison as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.