WTFG
ED icon

Wells Trecaso Financial Group’s Consolidated Edison ED Stock Holding History

Wells Trecaso Financial 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
Q3 		$206K Hold
2,050
– – 0.1% 78
2025
Q2 		$206K Hold
2,050
– – 0.06% 90
2025
Q1 		$227K Buy
+2,050
New +$201K 0.08% 86
2024
Q4 		– Sell
-2,050
Closed -$213K – 89
2024
Q3 		$213K Buy
+2,050
New +$203K 0.07% 90
2020
Q3 		– Sell
-2,150
Closed -$155K – 74
2020
Q2 		$155K Buy
+2,150
New +$165K 0.11% 69

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Trecaso Financial Group's ED Position: Q3 2025 in Review

Wells Trecaso Financial Group held its Consolidated Edison (ED) position steady in Q3 2025 at 2,050 shares worth $206K. The position accounts for 0.1% of the portfolio, ranked #78.

Wells Trecaso Financial Group first reported a position in ED in Q2 2020 and has held it in 5 quarters since. The position peaked at $227K in Q1 2025. 1,306 funds tracked by Wall St. Rank hold ED as of Q3 2025.

  • Wells Trecaso Financial Group held 2,050 shares of Consolidated Edison worth $206K as of Q3 2025.
  • Wells Trecaso Financial Group left its Consolidated Edison share count unchanged in Q3 2025.
  • Consolidated Edison made up 0.1% of Wells Trecaso Financial Group's portfolio in Q3 2025, its #78 holding.
  • Wells Trecaso Financial Group first reported a position in Consolidated Edison in Q2 2020 and has held it in 5 quarters since.
  • Wells Trecaso Financial Group's Consolidated Edison position peaked at $227K in Q1 2025.
  • 1,306 funds tracked by Wall St. Rank held Consolidated Edison as of Q3 2025.

Based on Wells Trecaso Financial Group's 13F filing for Q3 2025, filed 5 Nov 2025.