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Yaupon Capital Management’s Consolidated Edison ED Stock Holding History

Yaupon Capital 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
Q1 		– Sell
-625,000
Closed -$55.8M – 104
2024
Q4 		$55.8M Buy
625,000
+512,784
+457% +$50.5M 2.3% 6
2024
Q3 		$11.7M Buy
+112,216
New +$11.1M 0.63% 55
2023
Q3 		– Sell
-30,439
Closed -$2.75M – 120
2023
Q2 		$2.75M Buy
+30,439
New +$2.91M 0.35% 63

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Yaupon Capital Management's ED Position: Q1 2025 in Review

Yaupon Capital Management sold out of Consolidated Edison (ED) in Q1 2025, closing a stake of 625,000 shares — an estimated $55.8M sold.

Yaupon Capital Management first reported a position in ED in Q2 2023 and held it in 3 quarters. The position peaked at $55.8M in Q4 2024. 1,300 funds tracked by Wall St. Rank hold ED as of Q1 2025.

  • Yaupon Capital Management reported no remaining Consolidated Edison position as of Q1 2025 after selling out during the quarter.
  • Yaupon Capital Management sold 625,000 Consolidated Edison shares in Q1 2025, an estimated $55.8M.
  • Yaupon Capital Management first reported a position in Consolidated Edison in Q2 2023 and held it in 3 quarters.
  • Yaupon Capital Management's Consolidated Edison position peaked at $55.8M in Q4 2024.
  • 1,300 funds tracked by Wall St. Rank held Consolidated Edison as of Q1 2025.

Based on Yaupon Capital Management's 13F filing for Q1 2025, filed 15 May 2025.