Shorepoint Capital Partners’s Consolidated Edison ED Stock Holding History

Shorepoint Capital Partners’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 Q1	$220K	Buy	+1,986	New	+$195K	0.05%	101
2024 Q4	–	Sell	-1,986	Closed	-$207K	–	102
2024 Q3	$207K	Buy	+1,986	New	+$196K	0.05%	101
2023 Q2	–	Sell	-2,334	Closed	-$223K	–	111
2023 Q1	$223K	Sell	2,334 -815	-26%	-$76.3K	0.06%	115
2022 Q4	$300K	Buy	+3,149	New	+$287K	0.08%	121
2019 Q4	–	Sell	-2,546	Closed	-$241K	–	90
2019 Q3	$241K	Hold	2,546	–	–	0.14%	85
2019 Q2	$223K	Hold	2,546	–	–	0.13%	85
2019 Q1	$216K	Buy	+2,546	New	+$203K	0.12%	85

Other funds holding ED

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Shorepoint Capital Partners's ED Position: Q1 2025 in Review

Shorepoint Capital Partners opened a new position in Consolidated Edison (ED) in Q1 2025: 1,986 shares worth $220K. The stake represents 0.05% of the portfolio and ranks #101 among its holdings. This is a return to the name: Shorepoint Capital Partners previously reported a position in ED as recently as Q3 2024.

Shorepoint Capital Partners first reported a position in ED in Q1 2019 and has held it in 7 quarters since. The position peaked at $300K in Q4 2022. 1,300 funds tracked by Wall St. Rank hold ED as of Q1 2025.

Shorepoint Capital Partners held 1,986 shares of Consolidated Edison worth $220K as of Q1 2025.
Consolidated Edison was a new Shorepoint Capital Partners position in Q1 2025.
Consolidated Edison made up 0.05% of Shorepoint Capital Partners's portfolio in Q1 2025, its #101 holding.
Shorepoint Capital Partners first reported a position in Consolidated Edison in Q1 2019 and has held it in 7 quarters since.
Shorepoint Capital Partners's Consolidated Edison position peaked at $300K in Q4 2022.
1,300 funds tracked by Wall St. Rank held Consolidated Edison as of Q1 2025.

Based on Shorepoint Capital Partners's 13F filing for Q1 2025, filed 13 May 2025.