North Capital’s Consolidated Edison ED Stock Holding History

North Capital’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	-169	Closed	-$17K	–	266
2025 Q3	$17K	Buy	169 +1	+0.6%	+$100	0.01%	327
2025 Q2	$16.9K	Hold	168	–	–	0.01%	320
2025 Q1	$18.6K	Buy	+168	New	+$16.5K	0.02%	299

Other funds holding ED

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

North Capital's ED Position: Q4 2025 in Review

North Capital sold out of Consolidated Edison (ED) in Q4 2025, closing a stake of 169 shares — an estimated $17K sold.

North Capital first reported a position in ED in Q1 2025 and held it in 3 quarters. The position peaked at $18.6K in Q1 2025. 1,360 funds tracked by Wall St. Rank hold ED as of Q4 2025.

North Capital reported no remaining Consolidated Edison position as of Q4 2025 after selling out during the quarter.
North Capital sold 169 Consolidated Edison shares in Q4 2025, an estimated $17K.
North Capital first reported a position in Consolidated Edison in Q1 2025 and held it in 3 quarters.
North Capital's Consolidated Edison position peaked at $18.6K in Q1 2025.
1,360 funds tracked by Wall St. Rank held Consolidated Edison as of Q4 2025.

Based on North Capital's 13F filing for Q4 2025, filed 18 Feb 2026.