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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
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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
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

PDS Planning's ED Position: Q1 2026 in Review

PDS Planning opened a new position in Consolidated Edison (ED) in Q1 2026: 2,267 shares worth $257K. The stake represents 0.02% of the portfolio and ranks #435 among its holdings. This is a return to the name: PDS Planning previously reported a position in ED as recently as Q1 2025.

PDS Planning first reported a position in ED in Q3 2023 and has held it in 8 quarters since. The position peaked at $285K in Q3 2024. 1,413 funds tracked by Wall St. Rank hold ED as of Q1 2026.

  • PDS Planning held 2,267 shares of Consolidated Edison worth $257K as of Q1 2026.
  • Consolidated Edison was a new PDS Planning position in Q1 2026.
  • Consolidated Edison made up 0.02% of PDS Planning's portfolio in Q1 2026, its #435 holding.
  • PDS Planning first reported a position in Consolidated Edison in Q3 2023 and has held it in 8 quarters since.
  • PDS Planning's Consolidated Edison position peaked at $285K in Q3 2024.
  • 1,413 funds tracked by Wall St. Rank held Consolidated Edison as of Q1 2026.

Based on PDS Planning's 13F filing for Q1 2026, filed 22 Apr 2026.