Clear Point Advisors Inc. ED — CONSOLIDATED EDISON

Ownership history in Clear Point Advisors Inc.  ·  9 quarters on record

AI Ownership Summary

Clear Point Advisors Inc. reported CONSOLIDATED EDISON (ED) in 9 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.99% in 2025 Q1. The latest visible filing shows ED at 0.87% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this ED ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Clear Point Advisors Inc.'s position in CONSOLIDATED EDISON, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

ED was reported at 0.87% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.99% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

ED stock page Clear Point Advisors Inc. fund profile Clear Point Advisors Inc. full holdings
How Clear Point Advisors Inc. held ED — position size vs. price
% of Fund (quarterly)    ED price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 9,964 +43 +0.4% 0.87% $1.1M 2026-04-29 $108.88
2025 Q4 ADDED — — — 9,921 +47 +0.5% 0.76% $985K 2026-02-10 $107.58
2025 Q3 REDUCED — — — 9,874 -95 -1.0% 0.77% $993K 2025-10-28 $96.97
2025 Q2 ADDED — — — 9,969 +3 +0.0% 0.84% $1.0M 2025-07-17 $98.18
2025 Q1 ADDED — — — 9,966 +3 +0.0% 0.99% $1.1M 2025-04-21 $107.38
2024 Q4 ADDED — — — 9,963 +3 +0.0% 0.76% $889K 2025-02-03 $91.71
2024 Q3 ADDED — — — 9,960 +3 +0.0% 0.80% $1.0M 2024-11-12 $92.28
2024 Q2 ADDED — — — 9,957 +35 +0.4% 0.73% $890K 2024-08-14 $95.91
2024 Q1 INITIATED — — — 9,922 — — 0.80% $903K 2024-05-16 $91.40

🏢 Other funds also holding ED

As of 2026 Q1 — sorted by position size

High Point Wealth Management, LLC 2.51% Welch Group, LLC 3Y 7Y 2.25% SECURED RETIREMENT ADVISORS, LLC 2.12% Dougherty & Associates, LLC 2.07% RD Lewis Holdings, Inc. 1.86% Harrington Investments, INC 3Y 7Y 1.64% Cherokee Insurance Co 1.61% Coston, McIsaac & Partners 3Y 1.6% American State Bank (Iowa) 1.01% TI-TRUST, INC 3Y 0.98%

FAQ About Clear Point Advisors Inc. and ED

These are the practical questions this page is built to answer before you even open the full history table.

How long has Clear Point Advisors Inc. reported owning ED?

Clear Point Advisors Inc. reported ED across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported ED position in Clear Point Advisors Inc.'s portfolio?

The largest reported portfolio weight for ED was 0.99% in 2025 Q1.

What is the latest reported ED position on this page?

The most recent filing on this page is 2026 Q1, when Clear Point Advisors Inc. reported 9,964 shares, equal to 0.87% of portfolio, with an estimated market value of $1.1M.

What does the chart on this ED ownership page compare?

The chart compares Clear Point Advisors Inc.'s quarterly ED portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Clear Point Advisors Inc. time their ED position?

Based on 13F filing dates vs. subsequent ED price moves, Clear Point Advisors Inc. correctly timed 3 out of 8 reported position changes (38%). The annualised alpha on ED relative to SPY over the holding period was -7.2%.

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