XF
ED icon

XML Financial’s Consolidated Edison ED Stock Holding History

XML Financial’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
2026
Q1 		– Sell
-3,046
Closed -$303K – 434
2025
Q4 		$303K Buy
+3,046
New +$302K 0.02% 339
2025
Q1 		– Sell
-3,046
Closed -$272K – 375
2024
Q4 		$272K Hold
3,046
– – 0.02% 304
2024
Q3 		$317K Sell
3,046
-299
-9% -$29.6K 0.03% 282
2024
Q2 		$299K Hold
3,345
– – 0.03% 276
2024
Q1 		$304K Hold
3,345
– – 0.03% 274
2023
Q4 		$304K Buy
+3,345
New +$299K 0.03% 263
2023
Q2 		– Sell
-2,100
Closed -$201K – 345
2023
Q1 		$201K Hold
2,100
– – 0.02% 314
2022
Q4 		$200K Buy
+2,100
New +$191K 0.03% 311

Other funds holding ED

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 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
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return