Williams Jones Wealth Management’s Consolidated Edison ED Stock Holding History

Williams Jones Wealth Management’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	–	Sell	-2,172	Closed	-$240K	–	516
2025 Q1	$240K	Buy	+2,172	New	+$213K	﹤0.01%	435
2020 Q4	–	Sell	-3,489	Closed	-$271K	–	474
2020 Q3	$271K	Hold	3,489	–	–	0.01%	349
2020 Q2	$251K	Sell	3,489 -600	-15%	-$46.1K	0.01%	342
2020 Q1	$319K	Buy	4,089 +417	+11%	+$36.6K	0.01%	286
2019 Q4	$332K	Buy	3,672 +1,000	+37%	+$89.6K	0.01%	338
2019 Q3	$252K	Buy	+2,672	New	+$237K	0.01%	373

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

Williams Jones Wealth Management's ED Position: Q2 2025 in Review

Williams Jones Wealth Management sold out of Consolidated Edison (ED) in Q2 2025, closing a stake of 2,172 shares — an estimated $240K sold.

Williams Jones Wealth Management first reported a position in ED in Q3 2019 and held it in 6 quarters. The position peaked at $332K in Q4 2019. 1,299 funds tracked by Wall St. Rank hold ED as of Q2 2025.

Williams Jones Wealth Management reported no remaining Consolidated Edison position as of Q2 2025 after selling out during the quarter.
Williams Jones Wealth Management sold 2,172 Consolidated Edison shares in Q2 2025, an estimated $240K.
Williams Jones Wealth Management first reported a position in Consolidated Edison in Q3 2019 and held it in 6 quarters.
Williams Jones Wealth Management's Consolidated Edison position peaked at $332K in Q4 2019.
1,299 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2025.

Based on Williams Jones Wealth Management's 13F filing for Q2 2025, filed 14 Aug 2025.