FP
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Fiduciary Planning’s Consolidated Edison ED Stock Holding History

Fiduciary 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
2024
Q4 		– Sell
-2,920
Closed -$304K – 76
2024
Q3 		$304K Buy
+2,920
New +$289K 0.1% 52
2021
Q2 		– Sell
-42
Closed -$3K – 115
2021
Q1 		$3K Hold
42
– – ﹤0.01% 214
2020
Q4 		$3K Buy
42
+1
+2% +$78 ﹤0.01% 194
2020
Q3 		$3K Buy
+41
New +$3.03K ﹤0.01% 153

Other funds holding ED

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Fiduciary Planning's ED Position: Q4 2024 in Review

Fiduciary Planning sold out of Consolidated Edison (ED) in Q4 2024, closing a stake of 2,920 shares — an estimated $304K sold.

Fiduciary Planning first reported a position in ED in Q3 2020 and held it in 4 quarters. The position peaked at $304K in Q3 2024. 1,227 funds tracked by Wall St. Rank hold ED as of Q4 2024.

  • Fiduciary Planning reported no remaining Consolidated Edison position as of Q4 2024 after selling out during the quarter.
  • Fiduciary Planning sold 2,920 Consolidated Edison shares in Q4 2024, an estimated $304K.
  • Fiduciary Planning first reported a position in Consolidated Edison in Q3 2020 and held it in 4 quarters.
  • Fiduciary Planning's Consolidated Edison position peaked at $304K in Q3 2024.
  • 1,227 funds tracked by Wall St. Rank held Consolidated Edison as of Q4 2024.

Based on Fiduciary Planning's 13F filing for Q4 2024, filed 24 Jan 2025.