Asset Planning Inc
ED icon

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
Q3 		$911K Buy
8,913
+14
+0.2% +$1.52K 0.6% 34
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

ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $21.9B AUM 28.42% 1-Year Est. Return

Asset Planning Inc's ED Position: Q3 2026 in Review

Asset Planning Inc increased its Consolidated Edison (ED) stake by 0.16% in Q3 2026, buying an estimated $1.52K and bringing the position to 8,913 shares worth $911K. The position accounts for 0.6% of the portfolio, ranked #34.

Asset Planning Inc first reported a position in ED in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.01M in Q1 2026. 693 funds tracked by Wall St. Rank hold ED as of Q3 2026.

  • Asset Planning Inc held 8,913 shares of Consolidated Edison worth $911K as of Q3 2026.
  • Asset Planning Inc bought 14 Consolidated Edison shares in Q3 2026, an estimated $1.52K.
  • Consolidated Edison made up 0.6% of Asset Planning Inc's portfolio in Q3 2026, its #34 holding.
  • Asset Planning Inc first reported a position in Consolidated Edison in Q4 2024 and has held it in 8 quarters since.
  • Asset Planning Inc's Consolidated Edison position peaked at $1.01M in Q1 2026.
  • 693 funds tracked by Wall St. Rank held Consolidated Edison as of Q3 2026.

Based on Asset Planning Inc's 13F filing for Q3 2026, filed 26 Oct 2026.