BPI
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BFC Planning, Inc.’s Consolidated Edison ED Stock Holding History

BFC Planning, Inc.’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
Q3 		$383K Buy
3,743
+431
+13% +$46.7K 0.02% 700
2026
Q2 		$366K Sell
3,312
-450
-12% -$48.9K 0.01% 721
2026
Q1 		$426K Buy
3,762
+5
+0.1% +$541 0.02% 624
2025
Q4 		$373K Buy
3,757
+16
+0.4% +$1.59K 0.02% 644
2025
Q3 		$376K Sell
3,741
-60
-2% -$6.02K 0.03% 461
2025
Q2 		$381K Sell
3,801
-132
-3% -$14K 0.03% 428
2025
Q1 		$435K Sell
3,933
-386
-9% -$37.9K 0.04% 365
2024
Q4 		$385K Sell
4,319
-24
-0.6% -$2.36K 0.03% 409
2024
Q3 		$452K Buy
+4,343
New +$430K 0.04% 357

Other funds holding ED

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

BFC Planning, Inc.'s ED Position: Q3 2026 in Review

BFC Planning, Inc. increased its Consolidated Edison (ED) stake by 13% in Q3 2026, buying an estimated $46.7K and bringing the position to 3,743 shares worth $383K. The position accounts for 0.02% of the portfolio, ranked #700.

BFC Planning, Inc. first reported a position in ED in Q3 2024 and has held it in 9 quarters since. The position peaked at $452K in Q3 2024. 1,211 funds tracked by Wall St. Rank hold ED as of Q3 2026.

  • BFC Planning, Inc. held 3,743 shares of Consolidated Edison worth $383K as of Q3 2026.
  • BFC Planning, Inc. bought 431 Consolidated Edison shares in Q3 2026, an estimated $46.7K.
  • Consolidated Edison made up 0.02% of BFC Planning, Inc.'s portfolio in Q3 2026, its #700 holding.
  • BFC Planning, Inc. first reported a position in Consolidated Edison in Q3 2024 and has held it in 9 quarters since.
  • BFC Planning, Inc.'s Consolidated Edison position peaked at $452K in Q3 2024.
  • 1,211 funds tracked by Wall St. Rank held Consolidated Edison as of Q3 2026.

Based on BFC Planning, Inc.'s 13F filing for Q3 2026, filed 13 Nov 2026.