SFS
ED icon

Stiles Financial Services’s Consolidated Edison ED Stock Holding History

Stiles Financial Services’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
2025
Q1 		– Sell
-2,486
Closed -$222K – 174
2024
Q4 		$222K Buy
2,486
+22
+0.9% +$2.17K 0.08% 171
2024
Q3 		$257K Buy
2,464
+19
+0.8% +$1.88K 0.09% 166
2024
Q2 		$219K Buy
2,445
+22
+0.9% +$2.04K 0.08% 174
2024
Q1 		$220K Buy
2,423
+22
+0.9% +$1.97K 0.09% 168
2023
Q4 		$218K Buy
2,401
+22
+0.9% +$1.97K 0.1% 158
2023
Q3 		$204K Buy
2,379
+21
+0.9% +$1.91K 0.11% 165
2023
Q2 		$213K Buy
2,358
+20
+0.9% +$1.91K 0.11% 174
2023
Q1 		$224K Buy
2,338
+20
+0.9% +$1.87K 0.12% 163
2022
Q4 		$221K Buy
+2,318
New +$211K 0.13% 159
2022
Q3 		– Sell
-2,282
Closed -$217K – 170
2022
Q2 		$217K Buy
2,282
+20
+0.9% +$1.91K 0.13% 153
2022
Q1 		$214K Buy
+2,262
New +$195K 0.11% 167

Other funds holding ED

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Stiles Financial Services's ED Position: Q1 2025 in Review

Stiles Financial Services sold out of Consolidated Edison (ED) in Q1 2025, closing a stake of 2,486 shares — an estimated $222K sold.

Stiles Financial Services first reported a position in ED in Q1 2022 and held it in 11 quarters. The position peaked at $257K in Q3 2024. 1,300 funds tracked by Wall St. Rank hold ED as of Q1 2025.

  • Stiles Financial Services reported no remaining Consolidated Edison position as of Q1 2025 after selling out during the quarter.
  • Stiles Financial Services sold 2,486 Consolidated Edison shares in Q1 2025, an estimated $222K.
  • Stiles Financial Services first reported a position in Consolidated Edison in Q1 2022 and held it in 11 quarters.
  • Stiles Financial Services's Consolidated Edison position peaked at $257K in Q3 2024.
  • 1,300 funds tracked by Wall St. Rank held Consolidated Edison as of Q1 2025.

Based on Stiles Financial Services's 13F filing for Q1 2025, filed 22 Apr 2025.