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Capital Planning Advisors’s Consolidated Edison ED Stock Holding History

Capital Planning Advisors’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
2024
Q4 		– Sell
-1,951
Closed -$203K – 139
2024
Q3 		$203K Buy
+1,951
New +$193K 0.03% 137

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Capital Planning Advisors's ED Position: Q4 2024 in Review

Capital Planning Advisors sold out of Consolidated Edison (ED) in Q4 2024, closing a stake of 1,951 shares — an estimated $203K sold.

Capital Planning Advisors first reported a position in ED in Q3 2024 and held it in 1 quarter. The position peaked at $203K in Q3 2024. 1,227 funds tracked by Wall St. Rank hold ED as of Q4 2024.

  • Capital Planning Advisors reported no remaining Consolidated Edison position as of Q4 2024 after selling out during the quarter.
  • Capital Planning Advisors sold 1,951 Consolidated Edison shares in Q4 2024, an estimated $203K.
  • Capital Planning Advisors first reported a position in Consolidated Edison in Q3 2024 and held it in 1 quarter.
  • Capital Planning Advisors's Consolidated Edison position peaked at $203K in Q3 2024.
  • 1,227 funds tracked by Wall St. Rank held Consolidated Edison as of Q4 2024.

Based on Capital Planning Advisors's 13F filing for Q4 2024, filed 17 Jan 2025.