Back to ED

LEGACY FINANCIAL INDEPENDENT ADVISORS LLC → ED

LEGACY FINANCIAL INDEPENDENT ADVISORS LLC ED Position History

Consolidated Edison, Inc. • Utilities

Quarters held
3
Latest value
$4.1M
Q3 2026
Peak value
$4.4M
First seen
Q1 2026

Dollar value over time

Show data table
PeriodPosition value
Q1 2026$4.4M
Q2 2026$4.4M
Q3 2026$4.1M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$4.1M39.6K——
Q2 2026$4.4M39.5K——
Q1 2026$4.4M39.2K——

Other funds holding ED

Other LEGACY FINANCIAL INDEPENDENT ADVISORS LLC positions

AMZN

ALERIAN MLP ETF

$12.8M
AMZN

ALERIAN MLP ETF

$12.8M
AMZN

ALERIAN MLP ETF

$12.8M
MSFT

MICROSOFT CORPORATION

$11M
AAPL

APPLE INCORPORATED

$7.8M
AAPL

APPLE INCORPORATED

$7.3M
IBM

INTERNATIONAL BUSINESS MACHINES

$6.8M
SPG-PJ

SIMON PROPERTY GROUP INCORPORATED NEW REIT

$6.6M