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Clear Point Advisors’s Consolidated Edison ED Stock Holding History

Clear Point Advisors’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
Q2 		– Sell
-9,964
Closed -$1.13M – 99
2026
Q1 		$1.13M Buy
9,964
+43
+0.4% +$4.66K 0.87% 24
2025
Q4 		$985K Buy
9,921
+47
+0.5% +$4.66K 0.76% 34
2025
Q3 		$993K Sell
9,874
-95
-1% -$9.53K 0.77% 34
2025
Q2 		$1M Buy
9,969
+3
+0% +$318 0.84% 32
2025
Q1 		$1.1M Buy
9,966
+3
+0% +$294 0.99% 27
2024
Q4 		$889K Buy
9,963
+3
+0% +$295 0.76% 36
2024
Q3 		$1.04M Buy
9,960
+3
+0% +$297 0.8% 31
2024
Q2 		$890K Buy
9,957
+3
+0% +$278 0.73% 34
2024
Q1 		$904K Buy
9,954
+32
+0.3% +$2.87K 0.74% 36
2023
Q4 		$903K Buy
+9,922
New +$886K 0.8% 33

Other funds holding ED

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Clear Point Advisors's ED Position: Q2 2026 in Review

Clear Point Advisors sold out of Consolidated Edison (ED) in Q2 2026, closing a stake of 9,964 shares — an estimated $1.13M sold.

Clear Point Advisors first reported a position in ED in Q4 2023 and held it in 10 quarters. The position peaked at $1.13M in Q1 2026. 1,421 funds tracked by Wall St. Rank hold ED as of Q2 2026.

  • Clear Point Advisors reported no remaining Consolidated Edison position as of Q2 2026 after selling out during the quarter.
  • Clear Point Advisors sold 9,964 Consolidated Edison shares in Q2 2026, an estimated $1.13M.
  • Clear Point Advisors first reported a position in Consolidated Edison in Q4 2023 and held it in 10 quarters.
  • Clear Point Advisors's Consolidated Edison position peaked at $1.13M in Q1 2026.
  • 1,421 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2026.

Based on Clear Point Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.