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WR Wealth Planners’s Consolidated Edison ED Stock Holding History

WR Wealth Planners’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
Q4 		$4.46K Hold
50
– – ﹤0.01% 723
2024
Q3 		$5.21K Buy
50
+14
+39% +$1.39K ﹤0.01% 736
2024
Q2 		$3.22K Buy
36
+3
+9% +$278 ﹤0.01% 789
2024
Q1 		$3K Buy
+33
New +$2.96K ﹤0.01% 809

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
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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

WR Wealth Planners's ED Position: Q4 2024 in Review

WR Wealth Planners held its Consolidated Edison (ED) position steady in Q4 2024 at 50 shares worth $4.46K. The position accounts for ﹤0.01% of the portfolio, ranked #723.

WR Wealth Planners first reported a position in ED in Q1 2024 and has held it in 4 quarters since. The position peaked at $5.21K in Q3 2024. 1,228 funds tracked by Wall St. Rank hold ED as of Q4 2024.

  • WR Wealth Planners held 50 shares of Consolidated Edison worth $4.46K as of Q4 2024.
  • WR Wealth Planners left its Consolidated Edison share count unchanged in Q4 2024.
  • Consolidated Edison made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #723 holding.
  • WR Wealth Planners first reported a position in Consolidated Edison in Q1 2024 and has held it in 4 quarters since.
  • WR Wealth Planners's Consolidated Edison position peaked at $5.21K in Q3 2024.
  • 1,228 funds tracked by Wall St. Rank held Consolidated Edison as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.