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Revolve Wealth Partners’s Consolidated Edison ED Stock Holding History

Revolve Wealth Partners’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 		$455K Buy
4,117
+247
+6% +$26.9K 0.05% 205
2026
Q1 		$438K Buy
3,870
+11
+0.3% +$1.19K 0.06% 140
2025
Q4 		$383K Buy
3,859
+18
+0.5% +$1.79K 0.05% 160
2025
Q3 		$386K Buy
3,841
+90
+2% +$9.03K 0.05% 153
2025
Q2 		$376K Sell
3,751
-1
-0% -$106 0.05% 146
2025
Q1 		$415K Buy
3,752
+31
+0.8% +$3.04K 0.06% 135
2024
Q4 		$332K Buy
3,721
+441
+13% +$43.4K 0.05% 152
2024
Q3 		$342K Sell
3,280
-16
-0.5% -$1.58K 0.05% 144
2024
Q2 		$295K Buy
3,296
+5
+0.2% +$464 0.05% 136
2024
Q1 		$299K Buy
3,291
+199
+6% +$17.8K 0.05% 131
2023
Q4 		$281K Sell
3,092
-725
-19% -$64.8K 0.05% 127
2023
Q3 		$326K Buy
3,817
+347
+10% +$31.6K 0.08% 114
2023
Q2 		$314K Buy
3,470
+441
+15% +$42.2K 0.07% 110
2023
Q1 		$290K Buy
3,029
+54
+2% +$5.06K 0.07% 111
2022
Q4 		$284K Buy
2,975
+65
+2% +$5.91K 0.08% 112
2022
Q3 		$250K Buy
2,910
+43
+1% +$4.15K 0.08% 105
2022
Q2 		$273K Buy
2,867
+33
+1% +$3.14K 0.09% 101
2022
Q1 		$268K Sell
2,834
-29
-1% -$2.5K 0.08% 111
2021
Q4 		$244K Buy
+2,863
New +$225K 0.07% 128

Other funds holding ED

WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
BI
Ballast Inc Lexington, Kentucky $530M AUM 30.33% 1-Year Est. Return
MFA
Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return
ASBI
American State Bank (Iowa) Sioux Center, Iowa $247M AUM 52.3% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return