Harbor Asset Planning
ED icon

Harbor Asset Planning’s Consolidated Edison ED Stock Holding History

Harbor Asset 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 		$226K Hold
2,211
– – 0.17% 96
2026
Q2 		$245K Hold
2,211
– – 0.18% 93
2026
Q1 		$250K Hold
2,211
– – 0.21% 86
2025
Q4 		$220K Hold
2,211
– – 0.19% 87
2025
Q3 		$222K Hold
2,211
– – 0.2% 84
2025
Q2 		$222K Buy
+2,211
New +$234K 0.21% 82

Other funds holding ED

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
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Harbor Asset Planning's ED Position: Q3 2026 in Review

Harbor Asset Planning held its Consolidated Edison (ED) position steady in Q3 2026 at 2,211 shares worth $226K. The position accounts for 0.17% of the portfolio, ranked #96.

Harbor Asset Planning first reported a position in ED in Q2 2025 and has held it in 6 quarters since. The position peaked at $250K in Q1 2026. 916 funds tracked by Wall St. Rank hold ED as of Q3 2026.

  • Harbor Asset Planning held 2,211 shares of Consolidated Edison worth $226K as of Q3 2026.
  • Harbor Asset Planning left its Consolidated Edison share count unchanged in Q3 2026.
  • Consolidated Edison made up 0.17% of Harbor Asset Planning's portfolio in Q3 2026, its #96 holding.
  • Harbor Asset Planning first reported a position in Consolidated Edison in Q2 2025 and has held it in 6 quarters since.
  • Harbor Asset Planning's Consolidated Edison position peaked at $250K in Q1 2026.
  • 916 funds tracked by Wall St. Rank held Consolidated Edison as of Q3 2026.

Based on Harbor Asset Planning's 13F filing for Q3 2026, filed 23 Oct 2026.