Sugarloaf Wealth Management’s Consolidated Edison ED Stock Holding History

Sugarloaf 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
2024 Q4	$14.5K	Hold	163	–	–	﹤0.01%	445
2024 Q3	$17K	Hold	163	–	–	﹤0.01%	439
2024 Q2	$14.6K	Hold	163	–	–	﹤0.01%	442
2024 Q1	$14.8K	Hold	163	–	–	﹤0.01%	446
2023 Q4	$14.8K	Hold	163	–	–	﹤0.01%	440
2023 Q3	$13.9K	Hold	163	–	–	﹤0.01%	430
2023 Q2	$14.7K	Hold	163	–	–	﹤0.01%	434
2023 Q1	$15.6K	Hold	163	–	–	﹤0.01%	424
2022 Q4	$15.5K	Sell	163 -654	-80%	-$59.5K	﹤0.01%	441
2022 Q3	$71K	Buy	+817	New	+$78.8K	0.02%	241
2022 Q2	–	Sell	-563	Closed	-$53.6K	–	790
2022 Q1	$53K	Hold	563	–	–	0.01%	274
2021 Q4	$48K	Hold	563	–	–	0.01%	299
2021 Q3	$41K	Hold	563	–	–	0.01%	303
2021 Q2	$40K	Hold	563	–	–	0.01%	307
2021 Q1	$42	Hold	563	–	–	0.01%	295
2020 Q4	$41K	Hold	563	–	–	0.01%	271
2020 Q3	$44K	Hold	563	–	–	0.02%	252
2020 Q2	$40K	Hold	563	–	–	0.02%	269
2020 Q1	$44K	Hold	563	–	–	0.02%	234
2019 Q4	$51K	Buy	+563	New	+$50.4K	0.02%	242

Other funds holding ED

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Sugarloaf Wealth Management's ED Position: Q4 2024 in Review

Sugarloaf Wealth Management held its Consolidated Edison (ED) position steady in Q4 2024 at 163 shares worth $14.5K. The position accounts for ﹤0.01% of the portfolio, ranked #445.

Sugarloaf Wealth Management first reported a position in ED in Q4 2019 and has held it in 20 quarters since. The position peaked at $71K in Q3 2022. 1,227 funds tracked by Wall St. Rank hold ED as of Q4 2024.

Sugarloaf Wealth Management held 163 shares of Consolidated Edison worth $14.5K as of Q4 2024.
Sugarloaf Wealth Management left its Consolidated Edison share count unchanged in Q4 2024.
Consolidated Edison made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #445 holding.
Sugarloaf Wealth Management first reported a position in Consolidated Edison in Q4 2019 and has held it in 20 quarters since.
Sugarloaf Wealth Management's Consolidated Edison position peaked at $71K in Q3 2022.
1,227 funds tracked by Wall St. Rank held Consolidated Edison as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.