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Personal Capital Advisors’s Consolidated Edison ED Stock Holding History

Personal Capital 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
2022
Q4 		$13.9M Buy
146,091
+1,718
+1% +$156K 0.07% 150
2022
Q3 		$12.4M Sell
144,373
-27,013
-16% -$2.61M 0.07% 144
2022
Q2 		$16.3M Sell
171,386
-338
-0.2% -$32.2K 0.09% 131
2022
Q1 		$16.3M Buy
171,724
+8,772
+5% +$758K 0.08% 133
2021
Q4 		$13.9M Buy
162,952
+17,031
+12% +$1.34M 0.06% 145
2021
Q3 		$10.6M Buy
145,921
+15,241
+12% +$1.14M 0.05% 167
2021
Q2 		$9.37M Buy
130,680
+23,554
+22% +$1.81M 0.05% 175
2021
Q1 		$8.01M Buy
107,126
+27,481
+35% +$1.93M 0.05% 181
2020
Q4 		$5.76M Buy
79,645
+21,158
+36% +$1.64M 0.04% 183
2020
Q3 		$4.55M Buy
58,487
+5,634
+11% +$416K 0.03% 179
2020
Q2 		$3.8M Buy
52,853
+7,994
+18% +$614K 0.03% 179
2020
Q1 		$3.54M Buy
44,859
+5,971
+15% +$524K 0.03% 176
2019
Q4 		$3.52M Buy
38,888
+6,803
+21% +$609K 0.03% 183
2019
Q3 		$3.03M Buy
32,085
+3,160
+11% +$281K 0.03% 175
2019
Q2 		$2.54M Buy
28,925
+5,494
+23% +$473K 0.03% 179
2019
Q1 		$1.99M Buy
23,431
+5,036
+27% +$402K 0.02% 181
2018
Q4 		$1.41M Buy
18,395
+4,281
+30% +$335K 0.02% 182
2018
Q3 		$1.07M Buy
14,114
+4,595
+48% +$362K 0.01% 185
2018
Q2 		$742K Buy
9,519
+5,525
+138% +$422K 0.01% 184
2018
Q1 		$311K Buy
+3,994
New +$310K ﹤0.01% 217

Other funds holding ED

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Personal Capital Advisors's ED Position: Q4 2022 in Review

Personal Capital Advisors increased its Consolidated Edison (ED) stake by 1.2% in Q4 2022, buying an estimated $156K and bringing the position to 146,091 shares worth $13.9M. The position accounts for 0.07% of the portfolio, ranked #150.

Personal Capital Advisors first reported a position in ED in Q1 2018 and has held it in 20 quarters since. The position peaked at $16.3M in Q2 2022. 1,100 funds tracked by Wall St. Rank hold ED as of Q4 2022.

  • Personal Capital Advisors held 146,091 shares of Consolidated Edison worth $13.9M as of Q4 2022.
  • Personal Capital Advisors bought 1,718 Consolidated Edison shares in Q4 2022, an estimated $156K.
  • Consolidated Edison made up 0.07% of Personal Capital Advisors's portfolio in Q4 2022, its #150 holding.
  • Personal Capital Advisors first reported a position in Consolidated Edison in Q1 2018 and has held it in 20 quarters since.
  • Personal Capital Advisors's Consolidated Edison position peaked at $16.3M in Q2 2022.
  • 1,100 funds tracked by Wall St. Rank held Consolidated Edison as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.