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Pinnacle Wealth Planning Services’s Consolidated Edison ED Stock Holding History

Pinnacle Wealth Planning Services’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 		$129K Sell
1,167
-6
-0.5% -$652 0.01% 740
2026
Q1 		$133K Buy
1,173
+22
+2% +$2.38K 0.01% 648
2025
Q4 		$114K Buy
+1,151
New +$114K 0.01% 708
2021
Q1 		– Sell
-1,001
Closed -$73K – 809
2020
Q4 		$73K Buy
+1,001
New +$77.8K 0.02% 618

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

Pinnacle Wealth Planning Services's ED Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Consolidated Edison (ED) stake by 0.51% in Q2 2026, selling an estimated $652 and leaving 1,167 shares worth $129K. The position accounts for 0.01% of the portfolio, ranked #740.

Pinnacle Wealth Planning Services first reported a position in ED in Q4 2020 and has held it in 4 quarters since. The position peaked at $133K in Q1 2026. 1,430 funds tracked by Wall St. Rank hold ED as of Q2 2026.

  • Pinnacle Wealth Planning Services held 1,167 shares of Consolidated Edison worth $129K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 6 Consolidated Edison shares in Q2 2026, an estimated $652.
  • Consolidated Edison made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #740 holding.
  • Pinnacle Wealth Planning Services first reported a position in Consolidated Edison in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Consolidated Edison position peaked at $133K in Q1 2026.
  • 1,430 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.