CPL
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Capital & Planning LLC’s Consolidated Edison ED Stock Holding History

Capital & Planning LLC’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 		– Sell
-200
Closed -$22.6K – 75
2026
Q1 		$22.6K Buy
+200
New +$21.7K 0.01% 72
2025
Q1 		– Sell
-200
Closed -$17.8K – 76
2024
Q4 		$17.8K Buy
+200
New +$19.7K 0.01% 75

Other funds holding ED

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Capital & Planning LLC's ED Position: Q2 2026 in Review

Capital & Planning LLC sold out of Consolidated Edison (ED) in Q2 2026, closing a stake of 200 shares — an estimated $22.6K sold.

Capital & Planning LLC first reported a position in ED in Q4 2024 and held it in 2 quarters. The position peaked at $22.6K in Q1 2026. 1,435 funds tracked by Wall St. Rank hold ED as of Q2 2026.

  • Capital & Planning LLC reported no remaining Consolidated Edison position as of Q2 2026 after selling out during the quarter.
  • Capital & Planning LLC sold 200 Consolidated Edison shares in Q2 2026, an estimated $22.6K.
  • Capital & Planning LLC first reported a position in Consolidated Edison in Q4 2024 and held it in 2 quarters.
  • Capital & Planning LLC's Consolidated Edison position peaked at $22.6K in Q1 2026.
  • 1,435 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2026.

Based on Capital & Planning LLC's 13F filing for Q2 2026, filed 2 Sep 2026.