UFPG
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United Financial Planning Group’s Consolidated Edison ED Stock Holding History

United Financial Planning Group’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 		$902K Buy
8,152
+37
+0.5% +$4.02K 0.46% 26
2026
Q1 		$918K Buy
8,115
+34
+0.4% +$3.68K 0.54% 24
2025
Q4 		$803K Buy
8,081
+37
+0.5% +$3.67K 0.49% 26
2025
Q3 		$809K Buy
+8,044
New +$807K 0.51% 21

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

United Financial Planning Group's ED Position: Q2 2026 in Review

United Financial Planning Group increased its Consolidated Edison (ED) stake by 0.46% in Q2 2026, buying an estimated $4.02K and bringing the position to 8,152 shares worth $902K. The position accounts for 0.46% of the portfolio, ranked #26.

United Financial Planning Group first reported a position in ED in Q3 2025 and has held it in 4 quarters since. The position peaked at $918K in Q1 2026. 1,427 funds tracked by Wall St. Rank hold ED as of Q2 2026.

  • United Financial Planning Group held 8,152 shares of Consolidated Edison worth $902K as of Q2 2026.
  • United Financial Planning Group bought 37 Consolidated Edison shares in Q2 2026, an estimated $4.02K.
  • Consolidated Edison made up 0.46% of United Financial Planning Group's portfolio in Q2 2026, its #26 holding.
  • United Financial Planning Group first reported a position in Consolidated Edison in Q3 2025 and has held it in 4 quarters since.
  • United Financial Planning Group's Consolidated Edison position peaked at $918K in Q1 2026.
  • 1,427 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.