Sierra Ocean’s Consolidated Edison ED Stock Holding History

Sierra Ocean’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 Q3	–	Sell	-128	Closed	-$12.9K	–	314
2025 Q2	$12.9K	Sell	128 -9	-7%	-$953	0.01%	408
2025 Q1	$15.2K	Buy	137 +11	+9%	+$1.08K	0.01%	352
2024 Q4	$11.3K	Buy	+126	New	+$12.4K	0.01%	404

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

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Sierra Ocean's ED Position: Q3 2025 in Review

Sierra Ocean sold out of Consolidated Edison (ED) in Q3 2025, closing a stake of 128 shares — an estimated $12.9K sold.

Sierra Ocean first reported a position in ED in Q4 2024 and held it in 3 quarters. The position peaked at $15.2K in Q1 2025. 1,305 funds tracked by Wall St. Rank hold ED as of Q3 2025.

Sierra Ocean reported no remaining Consolidated Edison position as of Q3 2025 after selling out during the quarter.
Sierra Ocean sold 128 Consolidated Edison shares in Q3 2025, an estimated $12.9K.
Sierra Ocean first reported a position in Consolidated Edison in Q4 2024 and held it in 3 quarters.
Sierra Ocean's Consolidated Edison position peaked at $15.2K in Q1 2025.
1,305 funds tracked by Wall St. Rank held Consolidated Edison as of Q3 2025.

Based on Sierra Ocean's 13F filing for Q3 2025, filed 7 Nov 2025.