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PDS Planning’s Consolidated Edison ED Stock Holding History

PDS 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
Q2 		– Sell
-2,267
Closed -$257K – 613
2026
Q1 		$257K Buy
+2,267
New +$246K 0.02% 435
2025
Q2 		– Sell
-2,051
Closed -$227K – 522
2025
Q1 		$227K Sell
2,051
-562
-22% -$55.1K 0.02% 399
2024
Q4 		$233K Sell
2,613
-127
-5% -$12.5K 0.02% 363
2024
Q3 		$285K Buy
2,740
+168
+7% +$16.6K 0.03% 308
2024
Q2 		$230K Buy
2,572
+81
+3% +$7.51K 0.02% 331
2024
Q1 		$226K Buy
2,491
+219
+10% +$19.6K 0.02% 333
2023
Q4 		$207K Sell
2,272
-97
-4% -$8.67K 0.02% 331
2023
Q3 		$203K Buy
+2,369
New +$216K 0.03% 304

Other funds holding ED

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

PDS Planning's ED Position: Q2 2026 in Review

PDS Planning sold out of Consolidated Edison (ED) in Q2 2026, closing a stake of 2,267 shares — an estimated $257K sold.

PDS Planning first reported a position in ED in Q3 2023 and held it in 8 quarters. The position peaked at $285K in Q3 2024. 1,430 funds tracked by Wall St. Rank hold ED as of Q2 2026.

  • PDS Planning reported no remaining Consolidated Edison position as of Q2 2026 after selling out during the quarter.
  • PDS Planning sold 2,267 Consolidated Edison shares in Q2 2026, an estimated $257K.
  • PDS Planning first reported a position in Consolidated Edison in Q3 2023 and held it in 8 quarters.
  • PDS Planning's Consolidated Edison position peaked at $285K in Q3 2024.
  • 1,430 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.