Wagner Wealth Management (South Carolina)’s Consolidated Edison ED Stock Holding History

Wagner Wealth Management (South Carolina)’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
2022 Q4	–	Sell	-174	Closed	-$15K	–	371
2022 Q3	$15K	Sell	174 -260	-60%	-$25.1K	0.01%	359
2022 Q2	$41K	Buy	+434	New	+$41.3K	0.03%	228
2022 Q1	–	Sell	-514	Closed	-$44K	–	337
2021 Q4	$44K	Hold	514	–	–	0.03%	271
2021 Q3	$39K	Hold	514	–	–	0.03%	271
2021 Q2	$37K	Hold	514	–	–	0.03%	295
2021 Q1	$38K	Buy	+514	New	+$36.2K	0.03%	261
2018 Q3	$16K	Hold	208	–	–	0.01%	364
2018 Q2	$16K	Buy	+208	New	+$15.9K	0.01%	335

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s ED Position: Q4 2022 in Review

Wagner Wealth Management (South Carolina) sold out of Consolidated Edison (ED) in Q4 2022, closing a stake of 174 shares — an estimated $15K sold.

Wagner Wealth Management (South Carolina) first reported a position in ED in Q2 2018 and held it in 8 quarters. The position peaked at $44K in Q4 2021. 1,100 funds tracked by Wall St. Rank hold ED as of Q4 2022.

Wagner Wealth Management (South Carolina) reported no remaining Consolidated Edison position as of Q4 2022 after selling out during the quarter.
Wagner Wealth Management (South Carolina) sold 174 Consolidated Edison shares in Q4 2022, an estimated $15K.
Wagner Wealth Management (South Carolina) first reported a position in Consolidated Edison in Q2 2018 and held it in 8 quarters.
Wagner Wealth Management (South Carolina)'s Consolidated Edison position peaked at $44K in Q4 2021.
1,100 funds tracked by Wall St. Rank held Consolidated Edison as of Q4 2022.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q4 2022, filed 14 Feb 2023.