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Green Ridge Wealth Planning’s Consolidated Edison ED Stock Holding History

Green Ridge Wealth 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
Q3 		– Sell
-1,882
Closed -$208K – 92
2026
Q2 		$208K Sell
1,882
-2
-0.1% -$217 0.09% 87
2026
Q1 		$213K Buy
+1,884
New +$204K 0.11% 77

Other funds holding ED

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Green Ridge Wealth Planning's ED Position: Q3 2026 in Review

Green Ridge Wealth Planning sold out of Consolidated Edison (ED) in Q3 2026, closing a stake of 1,882 shares — an estimated $208K sold.

Green Ridge Wealth Planning first reported a position in ED in Q1 2026 and held it in 2 quarters. The position peaked at $213K in Q1 2026. 43 funds tracked by Wall St. Rank hold ED as of Q3 2026.

  • Green Ridge Wealth Planning reported no remaining Consolidated Edison position as of Q3 2026 after selling out during the quarter.
  • Green Ridge Wealth Planning sold 1,882 Consolidated Edison shares in Q3 2026, an estimated $208K.
  • Green Ridge Wealth Planning first reported a position in Consolidated Edison in Q1 2026 and held it in 2 quarters.
  • Green Ridge Wealth Planning's Consolidated Edison position peaked at $213K in Q1 2026.
  • 43 funds tracked by Wall St. Rank held Consolidated Edison as of Q3 2026.

Based on Green Ridge Wealth Planning's 13F filing for Q3 2026, filed 8 Oct 2026.