High Point Wealth Management
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High Point Wealth Management’s Consolidated Edison ED Stock Holding History

High Point Wealth Management’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
Q3 		$2.34M Sell
22,927
-287
-1% -$31.1K 1.85% 12
2026
Q2 		$2.57M Buy
23,214
+211
+0.9% +$22.9K 2.1% 11
2026
Q1 		$2.6M Buy
23,003
+956
+4% +$104K 2.51% 8
2025
Q4 		$2.19M Buy
+22,047
New +$2.19M 2.06% 11

Other funds holding ED

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

High Point Wealth Management's ED Position: Q3 2026 in Review

High Point Wealth Management reduced its Consolidated Edison (ED) stake by 1.2% in Q3 2026, selling an estimated $31.1K and leaving 22,927 shares worth $2.34M. The position accounts for 1.85% of the portfolio, ranked #12.

High Point Wealth Management first reported a position in ED in Q4 2025 and has held it in 4 quarters since. The position peaked at $2.6M in Q1 2026. 771 funds tracked by Wall St. Rank hold ED as of Q3 2026.

  • High Point Wealth Management held 22,927 shares of Consolidated Edison worth $2.34M as of Q3 2026.
  • High Point Wealth Management sold 287 Consolidated Edison shares in Q3 2026, an estimated $31.1K.
  • Consolidated Edison made up 1.85% of High Point Wealth Management's portfolio in Q3 2026, its #12 holding.
  • High Point Wealth Management first reported a position in Consolidated Edison in Q4 2025 and has held it in 4 quarters since.
  • High Point Wealth Management's Consolidated Edison position peaked at $2.6M in Q1 2026.
  • 771 funds tracked by Wall St. Rank held Consolidated Edison as of Q3 2026.

Based on High Point Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.