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Pinnacle Private Wealth’s Consolidated Edison ED Stock Holding History

Pinnacle Private Wealth’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 		$318K Sell
3,347
-71
-2% -$6.76K 0.12% 187
2022
Q1 		$324K Buy
3,418
+1,018
+42% +$87.9K 0.1% 209
2021
Q4 		$205K Buy
+2,400
New +$189K 0.06% 279

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 $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Pinnacle Private Wealth's ED Position: Q2 2022 in Review

Pinnacle Private Wealth reduced its Consolidated Edison (ED) stake by 2.1% in Q2 2022, selling an estimated $6.76K and leaving 3,347 shares worth $318K. The position accounts for 0.12% of the portfolio, ranked #187.

Pinnacle Private Wealth first reported a position in ED in Q4 2021 and has held it in 3 quarters since. The position peaked at $324K in Q1 2022. 1,074 funds tracked by Wall St. Rank hold ED as of Q2 2022.

  • Pinnacle Private Wealth held 3,347 shares of Consolidated Edison worth $318K as of Q2 2022.
  • Pinnacle Private Wealth sold 71 Consolidated Edison shares in Q2 2022, an estimated $6.76K.
  • Consolidated Edison made up 0.12% of Pinnacle Private Wealth's portfolio in Q2 2022, its #187 holding.
  • Pinnacle Private Wealth first reported a position in Consolidated Edison in Q4 2021 and has held it in 3 quarters since.
  • Pinnacle Private Wealth's Consolidated Edison position peaked at $324K in Q1 2022.
  • 1,074 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2022.

Based on Pinnacle Private Wealth's 13F filing for Q2 2022, filed 15 Jul 2022.