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Plante Moran Financial Advisors’s Consolidated Edison ED Stock Holding History

Plante Moran Financial Advisors’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 		$4.54K Buy
41
+5
+14% +$544 ﹤0.01% 658
2026
Q1 		$4.07K Hold
36
– – ﹤0.01% 583
2025
Q4 		$3.58K Hold
36
– – ﹤0.01% 677
2025
Q3 		$3.62K Hold
36
– – ﹤0.01% 635
2025
Q2 		$3.61K Hold
36
– – ﹤0.01% 649
2025
Q1 		$3.98K Hold
36
– – ﹤0.01% 656
2024
Q4 		$3.21K Buy
+36
New +$3.54K ﹤0.01% 741
2023
Q4 		– Sell
-324
Closed -$27.7K – 831
2023
Q3 		$27.7K Hold
324
– – ﹤0.01% 380
2023
Q2 		$29.3K Hold
324
– – ﹤0.01% 378
2023
Q1 		$31K Buy
324
+3
+0.9% +$281 ﹤0.01% 371
2022
Q4 		$30.6K Buy
321
+2
+0.6% +$182 ﹤0.01% 382
2022
Q3 		$27K Buy
319
+3
+0.9% +$289 ﹤0.01% 401
2022
Q2 		$30K Buy
316
+3
+1% +$286 0.01% 388
2022
Q1 		$30K Sell
313
-93
-23% -$8.04K 0.01% 413
2021
Q4 		$35K Sell
406
-302
-43% -$23.7K 0.01% 427
2021
Q3 		$51K Buy
708
+4
+0.6% +$299 0.01% 377
2021
Q2 		$51K Sell
704
-162
-19% -$12.4K 0.01% 366
2021
Q1 		$65K Sell
866
-606
-41% -$42.6K 0.02% 306
2020
Q4 		$106K Buy
1,472
+612
+71% +$47.5K 0.03% 243
2020
Q3 		$67K Buy
860
+3
+0.4% +$221 0.02% 277
2020
Q2 		$62K Sell
857
-1,183
-58% -$90.9K 0.02% 268
2020
Q1 		$159K Buy
2,040
+2
+0.1% +$175 0.07% 141
2019
Q4 		$184K Buy
2,038
+2
+0.1% +$179 0.06% 163
2019
Q3 		$192K Buy
2,036
+2
+0.1% +$178 0.06% 164
2019
Q2 		$178K Buy
2,034
+1,038
+104% +$89.4K 0.05% 165
2019
Q1 		$84K Buy
996
+171
+21% +$13.7K 0.03% 241
2018
Q4 		$63K Buy
825
+225
+38% +$17.6K 0.02% 260
2018
Q3 		$46K Sell
600
-228
-28% -$18K 0.02% 312
2018
Q2 		$65K Sell
828
-113
-12% -$8.63K 0.03% 284
2018
Q1 		$73K Buy
941
+37
+4% +$2.88K 0.04% 280
2017
Q4 		$77K Buy
904
+8
+0.9% +$687 0.04% 264
2017
Q3 		$72K Buy
896
+2
+0.2% +$166 0.04% 246
2017
Q2 		$72K Buy
894
+1
+0.1% +$81 0.05% 256
2017
Q1 		$69K Buy
893
+12
+1% +$902 0.04% 256
2016
Q4 		$65K Buy
881
+10
+1% +$723 0.04% 279
2016
Q3 		$66K Sell
871
-279
-24% -$21.7K 0.04% 266
2016
Q2 		$92K Sell
1,150
-132
-10% -$9.92K 0.07% 197
2016
Q1 		$98K Sell
1,282
-1
-0.1% -$71 0.08% 180
2015
Q4 		$82K Sell
1,283
-130
-9% -$8.36K 0.06% 214
2015
Q3 		$94K Buy
1,413
+33
+2% +$2.09K 0.07% 183
2015
Q2 		$80K Buy
1,380
+72
+6% +$4.34K 0.06% 222
2015
Q1 		$80K Hold
1,308
– – 0.06% 219
2014
Q4 		$86K Hold
1,308
– – 0.06% 201
2014
Q3 		$74K Buy
1,308
+323
+33% +$18.3K 0.06% 200
2014
Q2 		$57K Buy
985
+105
+12% +$5.86K 0.05% 216
2014
Q1 		$47K Sell
880
-357
-29% -$19.4K 0.05% 175
2013
Q4 		$68K Buy
1,237
+757
+158% +$42.6K 0.04% 189
2013
Q3 		$26K Hold
480
– – 0.02% 257
2013
Q2 		$28K Buy
+480
New +$28.8K 0.02% 214

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

Plante Moran Financial Advisors's ED Position: Q2 2026 in Review

Plante Moran Financial Advisors increased its Consolidated Edison (ED) stake by 14% in Q2 2026, buying an estimated $544 and bringing the position to 41 shares worth $4.54K. The position accounts for ﹤0.01% of the portfolio, ranked #658.

Plante Moran Financial Advisors first reported a position in ED in Q2 2013 and has held it in 49 quarters since. The position peaked at $192K in Q3 2019. 1,427 funds tracked by Wall St. Rank hold ED as of Q2 2026.

  • Plante Moran Financial Advisors held 41 shares of Consolidated Edison worth $4.54K as of Q2 2026.
  • Plante Moran Financial Advisors bought 5 Consolidated Edison shares in Q2 2026, an estimated $544.
  • Consolidated Edison made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #658 holding.
  • Plante Moran Financial Advisors first reported a position in Consolidated Edison in Q2 2013 and has held it in 49 quarters since.
  • Plante Moran Financial Advisors's Consolidated Edison position peaked at $192K in Q3 2019.
  • 1,427 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.