Principle Wealth Partners’s Consolidated Edison ED Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$618K	Buy	5,463 +4	+0.1%	+$433	0.04%	216
2025 Q4	$542K	Sell	5,459 -258	-5%	-$25.6K	0.03%	234
2025 Q3	$575K	Sell	5,717 -207	-3%	-$20.8K	0.03%	219
2025 Q2	$595K	Hold	5,924	–	–	0.04%	217
2025 Q1	$655K	Sell	5,924 -538	-8%	-$52.8K	0.05%	196
2024 Q4	$577K	Buy	6,462 +448	+7%	+$44.1K	0.04%	208
2024 Q3	$626K	Sell	6,014 -25	-0.4%	-$2.47K	0.04%	205
2024 Q2	$540K	Hold	6,039	–	–	0.04%	209
2024 Q1	$548K	Buy	6,039 +1,114	+23%	+$99.9K	0.04%	209
2023 Q4	$448K	Hold	4,925	–	–	0.04%	216
2023 Q3	$421K	Sell	4,925 -28	-0.6%	-$2.55K	0.04%	220
2023 Q2	$448K	Hold	4,953	–	–	0.05%	209
2023 Q1	$474K	Hold	4,953	–	–	0.05%	201
2022 Q4	$472K	Sell	4,953 -25	-0.5%	-$2.27K	0.05%	200
2022 Q3	$427	Hold	4,978	–	–	0.04%	198
2022 Q2	$473K	Sell	4,978 -233	-4%	-$22.2K	0.06%	199
2022 Q1	$493K	Buy	5,211 +2	+0%	+$173	0.05%	203
2021 Q4	$444K	Buy	5,209 +2	+0%	+$157	0.05%	217
2021 Q3	$378K	Buy	5,207 +677	+15%	+$50.5K	0.04%	227
2021 Q2	$325K	Buy	4,530 +3	+0.1%	+$230	0.04%	243
2021 Q1	$339K	Buy	4,527 +55	+1%	+$3.87K	0.04%	227
2020 Q4	$323K	Buy	+4,472	New	+$347K	0.04%	218
2020 Q3	–	Sell	-1,452	Closed	-$104K	–	234
2020 Q2	$104K	Buy	+1,452	New	+$112K	0.03%	210