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Fee-Only Financial Planning’s Consolidated Edison ED Stock Holding History

Fee-Only 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 		– Sell
-1,847
Closed -$209K – 47
2026
Q1 		$209K Buy
+1,847
New +$200K 0.13% 42
2025
Q2 		– Sell
-1,847
Closed -$204K – 42
2025
Q1 		$204K Buy
+1,847
New +$181K 0.14% 41

Other funds holding ED

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Fee-Only Financial Planning's ED Position: Q2 2026 in Review

Fee-Only Financial Planning sold out of Consolidated Edison (ED) in Q2 2026, closing a stake of 1,847 shares — an estimated $209K sold.

Fee-Only Financial Planning first reported a position in ED in Q1 2025 and held it in 2 quarters. The position peaked at $209K in Q1 2026. 1,430 funds tracked by Wall St. Rank hold ED as of Q2 2026.

  • Fee-Only Financial Planning reported no remaining Consolidated Edison position as of Q2 2026 after selling out during the quarter.
  • Fee-Only Financial Planning sold 1,847 Consolidated Edison shares in Q2 2026, an estimated $209K.
  • Fee-Only Financial Planning first reported a position in Consolidated Edison in Q1 2025 and held it in 2 quarters.
  • Fee-Only Financial Planning's Consolidated Edison position peaked at $209K in Q1 2026.
  • 1,430 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2026.

Based on Fee-Only Financial Planning's 13F filing for Q2 2026, filed 29 Jul 2026.