SIMA Wealth Partners’s Consolidated Edison ED Stock Holding History

SIMA Wealth 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 Q4	–	Sell	-25	Closed	-$2.51K	–	138
2025 Q3	$2.51K	Buy	+25	New	+$2.51K	﹤0.01%	149

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

Norges Bank Oslo, Norway $935B AUM

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

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

SIMA Wealth Partners's ED Position: Q4 2025 in Review

SIMA Wealth Partners sold out of Consolidated Edison (ED) in Q4 2025, closing a stake of 25 shares — an estimated $2.51K sold.

SIMA Wealth Partners first reported a position in ED in Q3 2025 and held it in 1 quarter. The position peaked at $2.51K in Q3 2025. 1,355 funds tracked by Wall St. Rank hold ED as of Q4 2025.

SIMA Wealth Partners reported no remaining Consolidated Edison position as of Q4 2025 after selling out during the quarter.
SIMA Wealth Partners sold 25 Consolidated Edison shares in Q4 2025, an estimated $2.51K.
SIMA Wealth Partners first reported a position in Consolidated Edison in Q3 2025 and held it in 1 quarter.
SIMA Wealth Partners's Consolidated Edison position peaked at $2.51K in Q3 2025.
1,355 funds tracked by Wall St. Rank held Consolidated Edison as of Q4 2025.

Based on SIMA Wealth Partners's 13F filing for Q4 2025, filed 28 May 2026.