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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
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 $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

Pinnacle Wealth Planning Services's ED Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Consolidated Edison (ED) stake by 1.9% in Q1 2026, buying an estimated $2.38K and bringing the position to 1,173 shares worth $133K. The position accounts for 0.01% of the portfolio, ranked #648.

Pinnacle Wealth Planning Services first reported a position in ED in Q4 2020 and has held it in 3 quarters since. 1,413 funds tracked by Wall St. Rank hold ED as of Q1 2026.

  • Pinnacle Wealth Planning Services held 1,173 shares of Consolidated Edison worth $133K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 22 Consolidated Edison shares in Q1 2026, an estimated $2.38K.
  • Consolidated Edison made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #648 holding.
  • Pinnacle Wealth Planning Services first reported a position in Consolidated Edison in Q4 2020 and has held it in 3 quarters since.
  • 1,413 funds tracked by Wall St. Rank held Consolidated Edison as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.