JTWM
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Jackson Thornton Wealth Management’s Consolidated Edison ED Stock Holding History

Jackson Thornton 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
2025
Q4 		– Sell
-2,323
Closed -$234K – 315
2025
Q3 		$234K Buy
+2,323
New +$233K 0.02% 241

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
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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Jackson Thornton Wealth Management's ED Position: Q4 2025 in Review

Jackson Thornton Wealth Management sold out of Consolidated Edison (ED) in Q4 2025, closing a stake of 2,323 shares — an estimated $234K sold.

Jackson Thornton Wealth Management first reported a position in ED in Q3 2025 and held it in 1 quarter. The position peaked at $234K in Q3 2025. 1,356 funds tracked by Wall St. Rank hold ED as of Q4 2025.

  • Jackson Thornton Wealth Management reported no remaining Consolidated Edison position as of Q4 2025 after selling out during the quarter.
  • Jackson Thornton Wealth Management sold 2,323 Consolidated Edison shares in Q4 2025, an estimated $234K.
  • Jackson Thornton Wealth Management first reported a position in Consolidated Edison in Q3 2025 and held it in 1 quarter.
  • Jackson Thornton Wealth Management's Consolidated Edison position peaked at $234K in Q3 2025.
  • 1,356 funds tracked by Wall St. Rank held Consolidated Edison as of Q4 2025.

Based on Jackson Thornton Wealth Management's 13F filing for Q4 2025, filed 22 Jan 2026.