Virginia Wealth Management Group’s Consolidated Edison ED Stock Holding History

Virginia Wealth Management Group’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	-4,300	Closed	-$384K	–	51
2024 Q4	$384K	Hold	4,300	–	–	0.24%	47
2024 Q3	$448K	Hold	4,300	–	–	0.28%	46
2024 Q2	$385K	Hold	4,300	–	–	0.32%	47
2024 Q1	$390K	Hold	4,300	–	–	0.32%	48
2023 Q4	$391K	Hold	4,300	–	–	0.34%	49
2023 Q3	$368K	Hold	4,300	–	–	0.25%	60
2023 Q2	$389K	Hold	4,300	–	–	0.27%	59
2023 Q1	$411K	Hold	4,300	–	–	0.28%	59
2022 Q4	$410K	Hold	4,300	–	–	0.28%	63
2022 Q3	$369K	Hold	4,300	–	–	0.28%	62
2022 Q2	$409K	Hold	4,300	–	–	0.39%	54
2022 Q1	$420K	Hold	4,300	–	–	0.38%	53
2021 Q4	$367K	Buy	+4,300	New	+$338K	0.33%	54

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

Virginia Wealth Management Group's ED Position: Q1 2025 in Review

Virginia Wealth Management Group sold out of Consolidated Edison (ED) in Q1 2025, closing a stake of 4,300 shares — an estimated $384K sold.

Virginia Wealth Management Group first reported a position in ED in Q4 2021 and held it in 13 quarters. The position peaked at $448K in Q3 2024. 1,300 funds tracked by Wall St. Rank hold ED as of Q1 2025.

Virginia Wealth Management Group reported no remaining Consolidated Edison position as of Q1 2025 after selling out during the quarter.
Virginia Wealth Management Group sold 4,300 Consolidated Edison shares in Q1 2025, an estimated $384K.
Virginia Wealth Management Group first reported a position in Consolidated Edison in Q4 2021 and held it in 13 quarters.
Virginia Wealth Management Group's Consolidated Edison position peaked at $448K in Q3 2024.
1,300 funds tracked by Wall St. Rank held Consolidated Edison as of Q1 2025.

Based on Virginia Wealth Management Group's 13F filing for Q1 2025, filed 15 Apr 2025.