Mark Sheptoff Financial Planning’s Consolidated Edison ED Stock Holding History

Mark Sheptoff Financial 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 Q1	$306K	Hold	2,800	–	–	0.16%	80
2025 Q4	$278K	Hold	2,800	–	–	0.13%	92
2025 Q3	$281K	Hold	2,800	–	–	0.13%	89
2025 Q2	$281K	Hold	2,800	–	–	0.15%	81
2025 Q1	$310K	Hold	2,800	–	–	0.17%	72
2024 Q4	$250K	Hold	2,800	–	–	0.13%	82
2024 Q3	$292K	Hold	2,800	–	–	0.15%	79
2024 Q2	$250K	Sell	2,800 -600	-18%	-$55.6K	0.14%	83
2024 Q1	$309K	Hold	3,400	–	–	0.17%	73
2023 Q4	$309K	Hold	3,400	–	–	0.19%	68
2023 Q3	$291K	Hold	3,400	–	–	0.19%	66
2023 Q2	$307K	Hold	3,400	–	–	0.18%	73
2023 Q1	$325K	Hold	3,400	–	–	0.19%	75
2022 Q4	$324K	Hold	3,400	–	–	0.19%	74
2022 Q3	$292K	Hold	3,400	–	–	0.18%	74
2022 Q2	$323K	Hold	3,400	–	–	0.19%	75
2022 Q1	$322K	Hold	3,400	–	–	0.16%	83
2021 Q4	$290K	Hold	3,400	–	–	0.14%	83
2021 Q3	$247K	Hold	3,400	–	–	0.14%	89
2021 Q2	$244K	Hold	3,400	–	–	0.13%	93
2021 Q1	$254K	Hold	3,400	–	–	0.15%	84
2020 Q4	$246K	Hold	3,400	–	–	0.14%	86
2020 Q3	$265K	Hold	3,400	–	–	0.16%	78
2020 Q2	$245K	Hold	3,400	–	–	0.16%	77
2020 Q1	$265K	Hold	3,400	–	–	0.2%	70
2019 Q4	$308K	Hold	3,400	–	–	0.19%	72
2019 Q3	$321K	Hold	3,400	–	–	0.22%	68
2019 Q2	$298K	Hold	3,400	–	–	0.2%	77
2019 Q1	$288K	Hold	3,400	–	–	0.21%	76
2018 Q4	$260K	Sell	3,400 -4,870	-59%	-$381K	0.22%	70
2018 Q3	$630K	Sell	8,270 -100	-1%	-$7.88K	0.43%	49
2018 Q2	$653K	Hold	8,370	–	–	0.48%	48
2018 Q1	$652K	Sell	8,370 -1,080	-11%	-$83.9K	0.45%	55
2017 Q4	$803K	Sell	9,450 -200	-2%	-$17.2K	0.52%	52
2017 Q3	$779K	Hold	9,650	–	–	0.52%	52
2017 Q2	$780K	Buy	9,650 +749	+8%	+$60.5K	0.54%	51
2017 Q1	$691K	Buy	8,901 +1,901	+27%	+$143K	0.49%	51
2016 Q4	$516K	Sell	7,000 -200	-3%	-$14.5K	0.38%	64
2016 Q3	$542K	Buy	7,200 +300	+4%	+$23.3K	0.4%	60
2016 Q2	$555K	Hold	6,900	–	–	0.41%	58
2016 Q1	$529K	Buy	6,900 +300	+5%	+$21.3K	0.43%	53
2015 Q4	$424K	Buy	6,600 +1,100	+20%	+$70.7K	0.34%	65
2015 Q3	$368K	Hold	5,500	–	–	0.32%	67
2015 Q2	$318K	Buy	5,500 +1,000	+22%	+$60.3K	0.26%	76
2015 Q1	$275K	Hold	4,500	–	–	0.23%	85
2014 Q4	$297K	Buy	4,500 +200	+5%	+$12.5K	0.26%	83
2014 Q3	$244K	Hold	4,300	–	–	0.22%	93
2014 Q2	$248K	Hold	4,300	–	–	0.21%	92
2014 Q1	$231K	Buy	+4,300	New	+$233K	0.2%	97

Other funds holding ED

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

DAM

Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

Mark Sheptoff Financial Planning's ED Position: Q1 2026 in Review

Mark Sheptoff Financial Planning held its Consolidated Edison (ED) position steady in Q1 2026 at 2,800 shares worth $306K. The position accounts for 0.16% of the portfolio, ranked #80.

Mark Sheptoff Financial Planning first reported a position in ED in Q1 2014 and has held it in 49 quarters since. The position peaked at $803K in Q4 2017. 1,413 funds tracked by Wall St. Rank hold ED as of Q1 2026.

Mark Sheptoff Financial Planning held 2,800 shares of Consolidated Edison worth $306K as of Q1 2026.
Mark Sheptoff Financial Planning left its Consolidated Edison share count unchanged in Q1 2026.
Consolidated Edison made up 0.16% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #80 holding.
Mark Sheptoff Financial Planning first reported a position in Consolidated Edison in Q1 2014 and has held it in 49 quarters since.
Mark Sheptoff Financial Planning's Consolidated Edison position peaked at $803K in Q4 2017.
1,413 funds tracked by Wall St. Rank held Consolidated Edison as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.