Synergy Asset Management’s Consolidated Edison ED Stock Holding History

Synergy 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
2025 Q1	–	Sell	-22	Closed	-$2.29K	–	267
2024 Q4	$2.29K	Buy	+22	New	+$2.17K	﹤0.01%	667

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

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

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

Norges Bank Oslo, Norway $935B AUM

Synergy Asset Management's ED Position: Q1 2025 in Review

Synergy Asset Management sold out of Consolidated Edison (ED) in Q1 2025, closing a stake of 22 shares — an estimated $2.29K sold.

Synergy Asset Management first reported a position in ED in Q4 2024 and held it in 1 quarter. The position peaked at $2.29K in Q4 2024. 1,300 funds tracked by Wall St. Rank hold ED as of Q1 2025.

Synergy Asset Management reported no remaining Consolidated Edison position as of Q1 2025 after selling out during the quarter.
Synergy Asset Management sold 22 Consolidated Edison shares in Q1 2025, an estimated $2.29K.
Synergy Asset Management first reported a position in Consolidated Edison in Q4 2024 and held it in 1 quarter.
Synergy Asset Management's Consolidated Edison position peaked at $2.29K in Q4 2024.
1,300 funds tracked by Wall St. Rank held Consolidated Edison as of Q1 2025.

Based on Synergy Asset Management's 13F filing for Q1 2025, filed 22 Apr 2025.