Center for Financial Planning’s Consolidated Edison ED Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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
VCM
VPM
DAM