Van Hulzen Asset Management’s Consolidated Edison ED Stock Holding History

Van Hulzen 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	-1,579	Closed	-$141K	–	513
2024 Q4	$141K	Buy	+1,579	New	+$156K	0.01%	357
2021 Q1	–	Sell	-2,996	Closed	-$217K	–	279
2020 Q4	$217K	Sell	2,996 -460	-13%	-$35.7K	0.03%	263
2020 Q3	$269K	Sell	3,456 -380	-10%	-$28K	0.04%	207
2020 Q2	$276K	Buy	+3,836	New	+$295K	0.04%	195
2016 Q2	–	Sell	-23,259	Closed	-$1.78M	–	151
2016 Q1	$1.78M	Sell	23,259 -2,829	-11%	-$201K	1.01%	37
2015 Q4	$1.68M	Buy	26,088 +1,756	+7%	+$113K	1.04%	38
2015 Q3	$1.63M	Sell	24,332 -342	-1%	-$21.6K	1.05%	35
2015 Q2	$1.43M	Buy	24,674 +2,794	+13%	+$169K	0.77%	45
2015 Q1	$1.33M	Sell	21,880 -133	-0.6%	-$8.64K	0.82%	41
2014 Q4	$1.45M	Sell	22,013 -11,144	-34%	-$699K	1.01%	33
2014 Q3	$1.88M	Buy	+33,157	New	+$1.88M	1.91%	23

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

Van Hulzen Asset Management's ED Position: Q1 2025 in Review

Van Hulzen Asset Management sold out of Consolidated Edison (ED) in Q1 2025, closing a stake of 1,579 shares — an estimated $141K sold.

Van Hulzen Asset Management first reported a position in ED in Q3 2014 and held it in 11 quarters. The position peaked at $1.88M in Q3 2014. 1,301 funds tracked by Wall St. Rank hold ED as of Q1 2025.

Van Hulzen Asset Management reported no remaining Consolidated Edison position as of Q1 2025 after selling out during the quarter.
Van Hulzen Asset Management sold 1,579 Consolidated Edison shares in Q1 2025, an estimated $141K.
Van Hulzen Asset Management first reported a position in Consolidated Edison in Q3 2014 and held it in 11 quarters.
Van Hulzen Asset Management's Consolidated Edison position peaked at $1.88M in Q3 2014.
1,301 funds tracked by Wall St. Rank held Consolidated Edison as of Q1 2025.

Based on Van Hulzen Asset Management's 13F filing for Q1 2025, filed 14 May 2025.