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Planning Capital Management Corporation’s Consolidated Edison ED Stock Holding History

Planning Capital Management Corporation’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
2024
Q3 		$119K Sell
1,146
-31
-3% -$3.07K 0.08% 119
2024
Q2 		$105K Hold
1,177
– – 0.07% 132
2024
Q1 		$107K Hold
1,177
– – 0.08% 124
2023
Q4 		$107K Buy
+1,177
New +$105K 0.08% 127

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Planning Capital Management Corporation's ED Position: Q3 2024 in Review

Planning Capital Management Corporation reduced its Consolidated Edison (ED) stake by 2.6% in Q3 2024, selling an estimated $3.07K and leaving 1,146 shares worth $119K. The position accounts for 0.08% of the portfolio, ranked #119.

Planning Capital Management Corporation first reported a position in ED in Q4 2023 and has held it in 4 quarters since. 1,198 funds tracked by Wall St. Rank hold ED as of Q3 2024.

  • Planning Capital Management Corporation held 1,146 shares of Consolidated Edison worth $119K as of Q3 2024.
  • Planning Capital Management Corporation sold 31 Consolidated Edison shares in Q3 2024, an estimated $3.07K.
  • Consolidated Edison made up 0.08% of Planning Capital Management Corporation's portfolio in Q3 2024, its #119 holding.
  • Planning Capital Management Corporation first reported a position in Consolidated Edison in Q4 2023 and has held it in 4 quarters since.
  • 1,198 funds tracked by Wall St. Rank held Consolidated Edison as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.