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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
2022
Q3 		– Sell
-563
Closed -$54K – 848
2022
Q2 		$54K Buy
+563
New +$53.6K 0.01% 275

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Norges Bank
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.