FPH
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Financial Planning Hawaii’s Consolidated Edison ED Stock Holding History

Financial Planning Hawaii’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 		$690K Buy
6,233
+2
+0% +$217 0.37% 64
2026
Q1 		$705K Sell
6,231
-332
-5% -$36K 0.42% 62
2025
Q4 		$652K Buy
+6,563
New +$651K 0.38% 67

Other funds holding ED

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.4B AUM 39.83% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Financial Planning Hawaii's ED Position: Q2 2026 in Review

Financial Planning Hawaii increased its Consolidated Edison (ED) stake by 0.03% in Q2 2026, buying an estimated $217 and bringing the position to 6,233 shares worth $690K. The position accounts for 0.37% of the portfolio, ranked #64.

Financial Planning Hawaii first reported a position in ED in Q4 2025 and has held it in 3 quarters since. The position peaked at $705K in Q1 2026. 782 funds tracked by Wall St. Rank hold ED as of Q2 2026.

  • Financial Planning Hawaii held 6,233 shares of Consolidated Edison worth $690K as of Q2 2026.
  • Financial Planning Hawaii bought 2 Consolidated Edison shares in Q2 2026, an estimated $217.
  • Consolidated Edison made up 0.37% of Financial Planning Hawaii's portfolio in Q2 2026, its #64 holding.
  • Financial Planning Hawaii first reported a position in Consolidated Edison in Q4 2025 and has held it in 3 quarters since.
  • Financial Planning Hawaii's Consolidated Edison position peaked at $705K in Q1 2026.
  • 782 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2026.

Based on Financial Planning Hawaii's 13F filing for Q2 2026, filed 23 Jul 2026.