Sutton Wealth Advisors’s Consolidated Edison ED Stock Holding History

Sutton Wealth Advisors’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
2023 Q3	$78.7K	Buy	920 +55	+6%	+$5.01K	0.04%	190
2023 Q2	$78.2K	Hold	865	–	–	0.04%	189
2023 Q1	$82.8K	Sell	865 -846	-49%	-$79.2K	0.04%	168
2022 Q4	$163K	Buy	1,711 +25	+1%	+$2.27K	0.06%	195
2022 Q3	$145K	Buy	1,686 +430	+34%	+$41.5K	0.06%	203
2022 Q2	$119K	Buy	1,256 +206	+20%	+$19.6K	0.05%	219
2022 Q1	$99.4K	Buy	1,050 +232	+28%	+$20K	0.03%	250
2021 Q4	$69.8K	Hold	818	–	–	0.02%	328
2021 Q3	$59.4K	Hold	818	–	–	0.02%	356
2021 Q2	$58.7K	Hold	818	–	–	0.02%	366
2021 Q1	$61.2K	Buy	818 +72	+10%	+$5.07K	0.02%	345
2020 Q4	$53.9K	Hold	746	–	–	0.02%	337
2020 Q3	$58K	Buy	746 +9	+1%	+$664	0.03%	277
2020 Q2	$53K	Hold	737	–	–	0.03%	288
2020 Q1	$57.5K	Buy	737 +6	+0.8%	+$526	0.04%	245
2019 Q4	$66.1K	Hold	731	–	–	0.03%	259
2019 Q3	$69.1K	Hold	731	–	–	0.04%	245
2019 Q2	$64.1K	Hold	731	–	–	0.04%	254
2019 Q1	$62K	Hold	731	–	–	0.04%	255
2018 Q4	$55.9K	Hold	731	–	–	0.04%	258
2018 Q3	$55.7K	Hold	731	–	–	0.04%	269
2018 Q2	$57K	Hold	731	–	–	0.04%	258
2018 Q1	$57K	Sell	731 -6	-0.8%	-$466	0.04%	252
2017 Q4	$62.6K	Hold	737	–	–	0.05%	236
2017 Q3	$59.5K	Hold	737	–	–	0.05%	243
2017 Q2	$59.6K	Hold	737	–	–	0.05%	240
2017 Q1	$57.2K	Hold	737	–	–	0.05%	240
2016 Q4	$54.3K	Hold	737	–	–	0.05%	253
2016 Q3	$55.5K	Buy	737 +140	+23%	+$10.9K	0.05%	239
2016 Q2	$48K	Sell	597 -313	-34%	-$23.5K	0.05%	250
2016 Q1	$69.7K	Buy	+910	New	+$64.6K	0.07%	207

Other funds holding ED

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

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

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

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Sutton Wealth Advisors's ED Position: Q3 2023 in Review

Sutton Wealth Advisors increased its Consolidated Edison (ED) stake by 6.4% in Q3 2023, buying an estimated $5.01K and bringing the position to 920 shares worth $78.7K. The position accounts for 0.04% of the portfolio, ranked #190.

Sutton Wealth Advisors first reported a position in ED in Q1 2016 and has held it in 31 quarters since. The position peaked at $163K in Q4 2022. 1,075 funds tracked by Wall St. Rank hold ED as of Q3 2023.

Sutton Wealth Advisors held 920 shares of Consolidated Edison worth $78.7K as of Q3 2023.
Sutton Wealth Advisors bought 55 Consolidated Edison shares in Q3 2023, an estimated $5.01K.
Consolidated Edison made up 0.04% of Sutton Wealth Advisors's portfolio in Q3 2023, its #190 holding.
Sutton Wealth Advisors first reported a position in Consolidated Edison in Q1 2016 and has held it in 31 quarters since.
Sutton Wealth Advisors's Consolidated Edison position peaked at $163K in Q4 2022.
1,075 funds tracked by Wall St. Rank held Consolidated Edison as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.