Waypoint Wealth Counsel’s Consolidated Edison ED Stock Holding History

Waypoint Wealth Counsel’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	-1,999	Closed	-$201K	–	297
2025 Q3	$201K	Buy	+1,999	New	+$201K	0.08%	256

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 $3.38T AUM 44.17% 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

Waypoint Wealth Counsel's ED Position: Q4 2025 in Review

Waypoint Wealth Counsel sold out of Consolidated Edison (ED) in Q4 2025, closing a stake of 1,999 shares — an estimated $201K sold.

Waypoint Wealth Counsel first reported a position in ED in Q3 2025 and held it in 1 quarter. The position peaked at $201K in Q3 2025. 1,362 funds tracked by Wall St. Rank hold ED as of Q4 2025.

Waypoint Wealth Counsel reported no remaining Consolidated Edison position as of Q4 2025 after selling out during the quarter.
Waypoint Wealth Counsel sold 1,999 Consolidated Edison shares in Q4 2025, an estimated $201K.
Waypoint Wealth Counsel first reported a position in Consolidated Edison in Q3 2025 and held it in 1 quarter.
Waypoint Wealth Counsel's Consolidated Edison position peaked at $201K in Q3 2025.
1,362 funds tracked by Wall St. Rank held Consolidated Edison as of Q4 2025.

Based on Waypoint Wealth Counsel's 13F filing for Q4 2025, filed 28 Jan 2026.