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PlanVest Financial’s Consolidated Edison ED Stock Holding History

PlanVest Financial’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 		$74.6K Hold
674
– – 0.05% 184
2026
Q1 		$76.3K Buy
+674
New +$73K 0.06% 162

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

PlanVest Financial's ED Position: Q2 2026 in Review

PlanVest Financial held its Consolidated Edison (ED) position steady in Q2 2026 at 674 shares worth $74.6K. The position accounts for 0.05% of the portfolio, ranked #184.

PlanVest Financial first reported a position in ED in Q1 2026 and has held it in 2 quarters since. The position peaked at $76.3K in Q1 2026. 1,395 funds tracked by Wall St. Rank hold ED as of Q2 2026.

  • PlanVest Financial held 674 shares of Consolidated Edison worth $74.6K as of Q2 2026.
  • PlanVest Financial left its Consolidated Edison share count unchanged in Q2 2026.
  • Consolidated Edison made up 0.05% of PlanVest Financial's portfolio in Q2 2026, its #184 holding.
  • PlanVest Financial first reported a position in Consolidated Edison in Q1 2026 and has held it in 2 quarters since.
  • PlanVest Financial's Consolidated Edison position peaked at $76.3K in Q1 2026.
  • 1,395 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.