CFFP
ED icon

Center for Financial Planning’s Consolidated Edison ED Stock Holding History

Center for Financial Planning’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 		$50.4K Hold
456
– – ﹤0.01% 319
2026
Q1 		$51.6K Hold
456
– – 0.01% 296
2025
Q4 		$45.3K Sell
456
-354
-44% -$35.1K ﹤0.01% 311
2025
Q3 		$81.4K Buy
810
+150
+23% +$15.1K 0.01% 251
2025
Q2 		$66.2K Hold
660
– – 0.01% 263
2025
Q1 		$73K Hold
660
– – 0.01% 241
2024
Q4 		$58.9K Hold
660
– – 0.01% 247
2024
Q3 		$68.7K Hold
660
– – 0.01% 221
2024
Q2 		$59K Hold
660
– – 0.01% 217
2024
Q1 		$59.9K Hold
660
– – 0.01% 220
2023
Q4 		$60K Hold
660
– – 0.01% 206
2023
Q3 		$56.5K Hold
660
– – 0.01% 203
2023
Q2 		$59.7K Hold
660
– – 0.01% 205
2023
Q1 		$63.1K Buy
660
+407
+161% +$38.1K 0.01% 196
2022
Q4 		$24.1K Hold
253
– – 0.01% 282
2022
Q3 		$22K Hold
253
– – 0.01% 287
2022
Q2 		$24K Hold
253
– – 0.01% 280
2022
Q1 		$24K Hold
253
– – ﹤0.01% 295
2021
Q4 		$22K Sell
253
-100
-28% -$7.86K ﹤0.01% 301
2021
Q3 		$26K Sell
353
-200
-36% -$14.9K 0.01% 288
2021
Q2 		$40K Hold
553
– – 0.01% 241
2021
Q1 		$41K Buy
553
+300
+119% +$21.1K 0.01% 234
2020
Q4 		$18K Sell
253
-547
-68% -$42.5K 0.01% 295
2020
Q3 		$62K Hold
800
– – 0.02% 171
2020
Q2 		$58K Hold
800
– – 0.02% 176
2020
Q1 		$62K Buy
800
+300
+60% +$26.3K 0.02% 158
2019
Q4 		$45K Buy
+500
New +$44.8K 0.01% 190

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

Center for Financial Planning's ED Position: Q2 2026 in Review

Center for Financial Planning held its Consolidated Edison (ED) position steady in Q2 2026 at 456 shares worth $50.4K. The position accounts for ﹤0.01% of the portfolio, ranked #319.

Center for Financial Planning first reported a position in ED in Q4 2019 and has held it in 27 quarters since. The position peaked at $81.4K in Q3 2025. 1,435 funds tracked by Wall St. Rank hold ED as of Q2 2026.

  • Center for Financial Planning held 456 shares of Consolidated Edison worth $50.4K as of Q2 2026.
  • Center for Financial Planning left its Consolidated Edison share count unchanged in Q2 2026.
  • Consolidated Edison made up ﹤0.01% of Center for Financial Planning's portfolio in Q2 2026, its #319 holding.
  • Center for Financial Planning first reported a position in Consolidated Edison in Q4 2019 and has held it in 27 quarters since.
  • Center for Financial Planning's Consolidated Edison position peaked at $81.4K in Q3 2025.
  • 1,435 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.