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Pin Oak Investment Advisors’s Consolidated Edison ED Stock Holding History

Pin Oak Investment 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
Q2 		– Sell
-50
Closed -$5K – 419
2022
Q1 		$5K Hold
50
– – 0.01% 359
2021
Q4 		$4K Hold
50
– – ﹤0.01% 369
2021
Q3 		$4K Hold
50
– – ﹤0.01% 350
2021
Q2 		$4K Hold
50
– – ﹤0.01% 350
2021
Q1 		$4K Hold
50
– – ﹤0.01% 361
2020
Q4 		$4K Buy
+50
New +$3.88K ﹤0.01% 383
2018
Q2 		– Sell
-100
Closed -$8K – 429
2018
Q1 		$8K Hold
100
– – 0.01% 341
2017
Q4 		$8K Buy
+100
New +$8.59K 0.01% 349

Other funds holding ED

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Pin Oak Investment Advisors's ED Position: Q2 2022 in Review

Pin Oak Investment Advisors sold out of Consolidated Edison (ED) in Q2 2022, closing a stake of 50 shares — an estimated $5K sold.

Pin Oak Investment Advisors first reported a position in ED in Q4 2017 and held it in 8 quarters. The position peaked at $8K in Q1 2018. 1,073 funds tracked by Wall St. Rank hold ED as of Q2 2022.

  • Pin Oak Investment Advisors reported no remaining Consolidated Edison position as of Q2 2022 after selling out during the quarter.
  • Pin Oak Investment Advisors sold 50 Consolidated Edison shares in Q2 2022, an estimated $5K.
  • Pin Oak Investment Advisors first reported a position in Consolidated Edison in Q4 2017 and held it in 8 quarters.
  • Pin Oak Investment Advisors's Consolidated Edison position peaked at $8K in Q1 2018.
  • 1,073 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2022.

Based on Pin Oak Investment Advisors's 13F filing for Q2 2022, filed 12 Aug 2022.