Essential Planning’s Consolidated Edison ED Stock Holding History

Essential 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
2025 Q1	–	Sell	-67,709	Closed	-$6.67M	–	138
2024 Q4	$6.67M	Buy	+67,709	New	+$6.67M	0.04%	100

Other funds holding ED

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Essential Planning's ED Position: Q1 2025 in Review

Essential Planning sold out of Consolidated Edison (ED) in Q1 2025, closing a stake of 67,709 shares — an estimated $6.67M sold.

Essential Planning first reported a position in ED in Q4 2024 and held it in 1 quarter. The position peaked at $6.67M in Q4 2024. 1,300 funds tracked by Wall St. Rank hold ED as of Q1 2025.

Essential Planning reported no remaining Consolidated Edison position as of Q1 2025 after selling out during the quarter.
Essential Planning sold 67,709 Consolidated Edison shares in Q1 2025, an estimated $6.67M.
Essential Planning first reported a position in Consolidated Edison in Q4 2024 and held it in 1 quarter.
Essential Planning's Consolidated Edison position peaked at $6.67M in Q4 2024.
1,300 funds tracked by Wall St. Rank held Consolidated Edison as of Q1 2025.

Based on Essential Planning's 13F filing for Q1 2025, filed 8 May 2025.