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TrinityPoint Wealth’s Consolidated Edison ED Stock Holding History

TrinityPoint Wealth’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
2024
Q4 		$1.02M Buy
11,395
+129
+1% +$12.7K 0.14% 155
2024
Q3 		$1.17M Buy
11,266
+1,600
+17% +$158K 0.17% 143
2024
Q2 		$864K Sell
9,666
-191
-2% -$17.7K 0.14% 154
2024
Q1 		$895K Sell
9,857
-479
-5% -$42.9K 0.15% 143
2023
Q4 		$940K Sell
10,336
-723
-7% -$64.6K 0.17% 128
2023
Q3 		$946K Sell
11,059
-268
-2% -$24.4K 0.19% 122
2023
Q2 		$1.02M Buy
11,327
+1,563
+16% +$149K 0.2% 114
2023
Q1 		$934K Sell
9,764
-69
-0.7% -$6.46K 0.2% 119
2022
Q4 		$937K Buy
9,833
+4
+0% +$364 0.21% 113
2022
Q3 		$843K Buy
9,829
+353
+4% +$34.1K 0.19% 122
2022
Q2 		$901K Buy
9,476
+1,139
+14% +$108K 0.2% 111
2022
Q1 		$789K Buy
8,337
+28
+0.3% +$2.42K 0.14% 131
2021
Q4 		$709K Sell
8,309
-98
-1% -$7.7K 0.13% 144
2021
Q3 		$610K Buy
8,407
+1,321
+19% +$98.6K 0.12% 151
2021
Q2 		$508K Buy
7,086
+2
+0% +$154 0.1% 167
2021
Q1 		$530K Buy
7,084
+424
+6% +$29.8K 0.12% 152
2020
Q4 		$468K Buy
6,660
+122
+2% +$9.48K 0.11% 151
2020
Q3 		$509K Buy
6,538
+31
+0.5% +$2.29K 0.14% 135
2020
Q2 		$468K Hold
6,507
– – 0.15% 128
2020
Q1 		$508K Sell
6,507
-373
-5% -$32.7K 0.2% 121
2019
Q4 		$622K Hold
6,880
– – 0.21% 118
2019
Q3 		$619K Buy
6,880
+24
+0.4% +$2.13K 0.22% 118
2019
Q2 		$593K Buy
6,856
+500
+8% +$43.1K 0.28% 89
2019
Q1 		$539K Sell
6,356
-175
-3% -$14K 0.26% 97
2018
Q4 		$499K Buy
+6,531
New +$511K 0.31% 88

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

TrinityPoint Wealth's ED Position: Q4 2024 in Review

TrinityPoint Wealth increased its Consolidated Edison (ED) stake by 1.1% in Q4 2024, buying an estimated $12.7K and bringing the position to 11,395 shares worth $1.02M. The position accounts for 0.14% of the portfolio, ranked #155.

TrinityPoint Wealth first reported a position in ED in Q4 2018 and has held it in 25 quarters since. The position peaked at $1.17M in Q3 2024. 1,227 funds tracked by Wall St. Rank hold ED as of Q4 2024.

  • TrinityPoint Wealth held 11,395 shares of Consolidated Edison worth $1.02M as of Q4 2024.
  • TrinityPoint Wealth bought 129 Consolidated Edison shares in Q4 2024, an estimated $12.7K.
  • Consolidated Edison made up 0.14% of TrinityPoint Wealth's portfolio in Q4 2024, its #155 holding.
  • TrinityPoint Wealth first reported a position in Consolidated Edison in Q4 2018 and has held it in 25 quarters since.
  • TrinityPoint Wealth's Consolidated Edison position peaked at $1.17M in Q3 2024.
  • 1,227 funds tracked by Wall St. Rank held Consolidated Edison as of Q4 2024.

Based on TrinityPoint Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.