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Asset Planning Inc’s Consolidated Edison ED Stock Holding History

Asset Planning Inc’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
2026
Q2 		$984K Buy
8,899
+14
+0.2% +$1.52K 0.64% 35
2026
Q1 		$1.01M Buy
8,885
+214
+2% +$23.2K 0.71% 30
2025
Q4 		$861K Buy
8,671
+12
+0.1% +$1.19K 0.61% 32
2025
Q3 		$870K Sell
8,659
-87
-1% -$8.73K 0.63% 28
2025
Q2 		$878K Buy
8,746
+13
+0.1% +$1.38K 0.66% 29
2025
Q1 		$966K Buy
8,733
+11
+0.1% +$1.08K 0.76% 27
2024
Q4 		$778K Buy
+8,722
New +$859K 0.59% 36

Other funds holding ED

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Asset Planning Inc's ED Position: Q2 2026 in Review

Asset Planning Inc increased its Consolidated Edison (ED) stake by 0.16% in Q2 2026, buying an estimated $1.52K and bringing the position to 8,899 shares worth $984K. The position accounts for 0.64% of the portfolio, ranked #35.

Asset Planning Inc first reported a position in ED in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.01M in Q1 2026. 1,430 funds tracked by Wall St. Rank hold ED as of Q2 2026.

  • Asset Planning Inc held 8,899 shares of Consolidated Edison worth $984K as of Q2 2026.
  • Asset Planning Inc bought 14 Consolidated Edison shares in Q2 2026, an estimated $1.52K.
  • Consolidated Edison made up 0.64% of Asset Planning Inc's portfolio in Q2 2026, its #35 holding.
  • Asset Planning Inc first reported a position in Consolidated Edison in Q4 2024 and has held it in 7 quarters since.
  • Asset Planning Inc's Consolidated Edison position peaked at $1.01M in Q1 2026.
  • 1,430 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2026.

Based on Asset Planning Inc's 13F filing for Q2 2026, filed 27 Jul 2026.