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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 Shares
Change % 		Capital Flow 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