Red Tortoise LLC’s Consolidated Edison ED Stock Holding History

Red Tortoise LLC’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 Q1	$62.7K	Hold	554	–	–	0.03%	127
2025 Q4	$55K	Hold	554	–	–	0.02%	132
2025 Q3	$55.7K	Hold	554	–	–	0.02%	129
2025 Q2	$55.6K	Hold	554	–	–	0.03%	116
2025 Q1	$61.3K	Hold	554	–	–	0.03%	104
2024 Q4	$49.4K	Hold	554	–	–	0.03%	117
2024 Q3	$57.7K	Hold	554	–	–	0.03%	113
2024 Q2	$49.5K	Sell	554 -8	-1%	-$742	0.03%	118
2024 Q1	$51K	Hold	562	–	–	0.03%	107
2023 Q4	$51.1K	Hold	562	–	–	0.03%	103
2023 Q3	$48.1K	Hold	562	–	–	0.03%	103
2023 Q2	$50.8K	Hold	562	–	–	0.03%	100
2023 Q1	$53.8K	Buy	562 +352	+168%	+$33K	0.04%	96
2022 Q4	$20K	Buy	+210	New	+$19.1K	0.01%	175
2021 Q4	–	Sell	-211	Closed	-$19K	–	210
2021 Q3	$19K	Buy	+211	New	+$15.8K	0.02%	166

Other funds holding ED

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 $60.7B AUM 22.47% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return