Shulman DeMeo Asset Management’s Consolidated Edison ED Stock Holding History

Shulman DeMeo Asset 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	$798K	Buy	7,212 +8	+0.1%	+$870	0.15%	49
2026 Q1	$815K	Sell	7,204 -93	-1%	-$10.1K	0.17%	46
2025 Q4	$725K	Sell	7,297 -91	-1%	-$9.03K	0.16%	43
2025 Q3	$743K	Buy	7,388 +8	+0.1%	+$803	0.17%	42
2025 Q2	$741K	Buy	7,380 +8	+0.1%	+$847	0.18%	42
2025 Q1	$815K	Buy	7,372 +8	+0.1%	+$785	0.23%	37
2024 Q4	$657K	Buy	7,364 +9	+0.1%	+$886	0.18%	44
2024 Q3	$766K	Buy	7,355 +7	+0.1%	+$692	0.19%	44
2024 Q2	$657K	Buy	7,348 +9	+0.1%	+$834	0.17%	50
2024 Q1	$666K	Buy	7,339 +8	+0.1%	+$717	0.18%	47
2023 Q4	$667K	Buy	7,331 +9	+0.1%	+$804	0.19%	43
2023 Q3	$626K	Buy	7,322 +8	+0.1%	+$729	0.21%	40
2023 Q2	$661K	Buy	7,314 +7	+0.1%	+$669	0.2%	44
2023 Q1	$699K	Buy	7,307 +8	+0.1%	+$749	0.22%	43
2022 Q4	$696K	Buy	7,299 +7	+0.1%	+$637	0.23%	42
2022 Q3	$625K	Buy	7,292 +7	+0.1%	+$675	0.22%	43
2022 Q2	$693K	Buy	7,285 +8	+0.1%	+$762	0.23%	43
2022 Q1	$689K	Sell	7,277 -100	-1%	-$8.64K	0.19%	51
2021 Q4	$629K	Sell	7,377 -42	-0.6%	-$3.3K	0.16%	55
2021 Q3	$539K	Buy	+7,419	New	+$554K	0.47%	39
2021 Q2	–	Sell	-7,401	Closed	-$554K	–	84
2021 Q1	$554K	Buy	7,401 +375	+5%	+$26.4K	0.15%	67
2020 Q4	$508K	Buy	7,026 +5	+0.1%	+$388	0.14%	69
2020 Q3	$546K	Buy	7,021 +133	+2%	+$9.81K	0.18%	55
2020 Q2	$495K	Sell	6,888 -225	-3%	-$17.3K	0.19%	53
2020 Q1	$555K	Buy	7,113 +10	+0.1%	+$877	0.26%	44
2019 Q4	$643K	Buy	7,103 +10	+0.1%	+$896	0.22%	51
2019 Q3	$670K	Sell	7,093 -391	-5%	-$34.7K	0.22%	48
2019 Q2	$656K	Sell	7,484 -1,990	-21%	-$171K	0.24%	43
2019 Q1	$803K	Buy	+9,474	New	+$757K	0.31%	36

Other funds holding ED

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

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM

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

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 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