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WealthPLAN Partners’s Consolidated Edison ED Stock Holding History

WealthPLAN Partners’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
2023
Q3 		– Sell
-1,778
Closed -$161K – 519
2023
Q2 		$161K Sell
1,778
-16
-0.9% -$1.53K 0.02% 329
2023
Q1 		$172K Buy
+1,794
New +$168K 0.02% 336
2017
Q2 		– Sell
-179
Closed -$14.1K – 244
2017
Q1 		$14.1K Buy
+179
New +$13.5K 0.05% 223
2016
Q3 		$204K Sell
2,807
-2,765
-50% -$215K 0.07% 145
2016
Q2 		$227K Buy
+5,572
New +$419K 0.03% 341
2015
Q4 		$147K Buy
+5,671
New +$364K 0.02% 326
2015
Q2 		$21K Sell
358
-729
-67% -$44K 0.01% 248
2015
Q1 		$65K Buy
+1,087
New +$70.6K 0.03% 214

Other funds holding ED

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

WealthPLAN Partners's ED Position: Q3 2023 in Review

WealthPLAN Partners sold out of Consolidated Edison (ED) in Q3 2023, closing a stake of 1,778 shares — an estimated $161K sold.

WealthPLAN Partners first reported a position in ED in Q1 2015 and held it in 8 quarters. The position peaked at $227K in Q2 2016. 1,074 funds tracked by Wall St. Rank hold ED as of Q3 2023.

  • WealthPLAN Partners reported no remaining Consolidated Edison position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 1,778 Consolidated Edison shares in Q3 2023, an estimated $161K.
  • WealthPLAN Partners first reported a position in Consolidated Edison in Q1 2015 and held it in 8 quarters.
  • WealthPLAN Partners's Consolidated Edison position peaked at $227K in Q2 2016.
  • 1,074 funds tracked by Wall St. Rank held Consolidated Edison as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.