Waypoint Wealth Partners’s Consolidated Edison ED Stock Holding History

Waypoint 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 Q2	$229K	Hold	2,285	–	–	0.06%	75
2025 Q1	$253K	Hold	2,285	–	–	0.07%	63
2024 Q4	$204K	Hold	2,285	–	–	0.06%	63
2024 Q3	$238K	Hold	2,285	–	–	0.06%	61
2024 Q2	$204K	Hold	2,285	–	–	0.06%	62
2024 Q1	$208K	Hold	2,285	–	–	0.06%	69
2023 Q4	$208K	Buy	+2,285	New	+$204K	0.06%	71
2023 Q3	–	Sell	-2,285	Closed	-$207K	–	75
2023 Q2	$207K	Hold	2,285	–	–	0.07%	64
2023 Q1	$219K	Hold	2,285	–	–	0.08%	60
2022 Q4	$218K	Buy	+2,285	New	+$208K	0.09%	56
2022 Q3	–	Sell	-2,285	Closed	-$217K	–	64
2022 Q2	$217K	Sell	2,285 -11	-0.5%	-$1.05K	0.08%	57
2022 Q1	$217K	Buy	+2,296	New	+$198K	0.08%	48

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

Norges Bank Oslo, Norway $935B AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Waypoint Wealth Partners's ED Position: Q2 2025 in Review

Waypoint Wealth Partners held its Consolidated Edison (ED) position steady in Q2 2025 at 2,285 shares worth $229K. The position accounts for 0.06% of the portfolio, ranked #75.

Waypoint Wealth Partners first reported a position in ED in Q1 2022 and has held it in 12 quarters since. The position peaked at $253K in Q1 2025. 1,299 funds tracked by Wall St. Rank hold ED as of Q2 2025.

Waypoint Wealth Partners held 2,285 shares of Consolidated Edison worth $229K as of Q2 2025.
Waypoint Wealth Partners left its Consolidated Edison share count unchanged in Q2 2025.
Consolidated Edison made up 0.06% of Waypoint Wealth Partners's portfolio in Q2 2025, its #75 holding.
Waypoint Wealth Partners first reported a position in Consolidated Edison in Q1 2022 and has held it in 12 quarters since.
Waypoint Wealth Partners's Consolidated Edison position peaked at $253K in Q1 2025.
1,299 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2025.

Based on Waypoint Wealth Partners's 13F filing for Q2 2025, filed 10 Jul 2025.