Estate Planners Group’s Consolidated Edison ED Stock Holding History

Estate Planners Group’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 Q1	–	Sell	-131	Closed	-$13K	–	162
2025 Q4	$13K	Buy	+131	New	+$13K	0.01%	251

Other funds holding ED

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Estate Planners Group's ED Position: Q1 2026 in Review

Estate Planners Group sold out of Consolidated Edison (ED) in Q1 2026, closing a stake of 131 shares — an estimated $13K sold.

Estate Planners Group first reported a position in ED in Q4 2025 and held it in 1 quarter. The position peaked at $13K in Q4 2025. 1,427 funds tracked by Wall St. Rank hold ED as of Q1 2026.

Estate Planners Group reported no remaining Consolidated Edison position as of Q1 2026 after selling out during the quarter.
Estate Planners Group sold 131 Consolidated Edison shares in Q1 2026, an estimated $13K.
Estate Planners Group first reported a position in Consolidated Edison in Q4 2025 and held it in 1 quarter.
Estate Planners Group's Consolidated Edison position peaked at $13K in Q4 2025.
1,427 funds tracked by Wall St. Rank held Consolidated Edison as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.