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VisionPoint Advisory Group’s Consolidated Edison ED Stock Holding History

VisionPoint Advisory 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
2024
Q3 		– Sell
-28
Closed -$2.5K – 388
2024
Q2 		$2.5K Buy
28
+2
+8% +$185 ﹤0.01% 645
2024
Q1 		$2.36K Buy
26
+1
+4% +$90 ﹤0.01% 656
2023
Q4 		$2.27K Buy
+25
New +$2.23K ﹤0.01% 606
2020
Q1 		– Sell
-11,670
Closed -$1.06M – 128
2019
Q4 		$1.06M Buy
11,670
+88
+0.8% +$7.88K 0.44% 42
2019
Q3 		$1.09M Buy
11,582
+49
+0.4% +$4.35K 0.3% 46
2019
Q2 		$1.01M Sell
11,533
-926
-7% -$79.8K 0.29% 46
2019
Q1 		$1.06M Sell
12,459
-19,607
-61% -$1.57M 0.3% 49
2018
Q4 		$2.45M Buy
+32,066
New +$2.51M 0.79% 22

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
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

VisionPoint Advisory Group's ED Position: Q3 2024 in Review

VisionPoint Advisory Group sold out of Consolidated Edison (ED) in Q3 2024, closing a stake of 28 shares — an estimated $2.5K sold.

VisionPoint Advisory Group first reported a position in ED in Q4 2018 and held it in 8 quarters. The position peaked at $2.45M in Q4 2018. 1,197 funds tracked by Wall St. Rank hold ED as of Q3 2024.

  • VisionPoint Advisory Group reported no remaining Consolidated Edison position as of Q3 2024 after selling out during the quarter.
  • VisionPoint Advisory Group sold 28 Consolidated Edison shares in Q3 2024, an estimated $2.5K.
  • VisionPoint Advisory Group first reported a position in Consolidated Edison in Q4 2018 and held it in 8 quarters.
  • VisionPoint Advisory Group's Consolidated Edison position peaked at $2.45M in Q4 2018.
  • 1,197 funds tracked by Wall St. Rank held Consolidated Edison as of Q3 2024.

Based on VisionPoint Advisory Group's 13F filing for Q3 2024, filed 15 Oct 2024.