Red Door Wealth Management’s Consolidated Edison ED Stock Holding History

Red Door Wealth Management’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
2026 Q2	$236K	Buy	2,130 +28	+1%	+$3.04K	0.02%	294
2026 Q1	$238K	Buy	+2,102	New	+$228K	0.02%	262
2025 Q2	–	Sell	-1,859	Closed	-$206K	–	281
2025 Q1	$206K	Buy	+1,859	New	+$182K	0.03%	225
2024 Q1	–	Sell	-2,651	Closed	-$241K	–	202
2023 Q4	$241K	Buy	+2,651	New	+$237K	0.05%	173
2021 Q3	–	Sell	-239	Closed	-$17K	–	287
2021 Q2	$17K	Buy	+239	New	+$18.3K	0.01%	380
2020 Q3	–	Sell	-229	Closed	-$16K	–	195
2020 Q2	$16K	Buy	229 +2	+0.9%	+$154	0.01%	268
2020 Q1	$17K	Buy	+227	New	+$19.9K	0.02%	243

Other funds holding ED

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Ballast Inc Lexington, Kentucky $530M AUM 30.33% 1-Year Est. Return

Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return