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Walled Lake Planning & Wealth Management’s Consolidated Edison ED Stock Holding History

Walled Lake Planning & Wealth Management’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 		$284K Buy
2,569
+20
+0.8% +$2.17K 0.07% 115
2026
Q1 		$289K Buy
2,549
+218
+9% +$23.6K 0.08% 109
2025
Q4 		$232K Buy
2,331
+20
+0.9% +$1.99K 0.07% 121
2025
Q3 		$232K Buy
2,311
+20
+0.9% +$2.01K 0.08% 126
2025
Q2 		$230K Sell
2,291
-2,142
-48% -$227K 0.08% 123
2025
Q1 		$490K Buy
4,433
+1
+0% +$98 0.17% 70
2024
Q4 		$395K Buy
4,432
+2
+0% +$197 0.15% 86
2024
Q3 		$461K Buy
+4,430
New +$438K 0.17% 69
2021
Q4 		– Sell
-132
Closed -$10K – 162
2021
Q3 		$10K Buy
132
+1
+0.8% +$75 0.01% 255
2021
Q2 		$9K Buy
131
+1
+0.8% +$77 0.01% 248
2021
Q1 		$10K Buy
130
+1
+0.8% +$70 0.01% 234
2020
Q4 		$9K Buy
129
+1
+0.8% +$78 0.01% 216
2020
Q3 		$10K Buy
128
+1
+0.8% +$74 0.01% 212
2020
Q2 		$9K Buy
127
+1
+0.8% +$77 0.01% 205
2020
Q1 		$10K Buy
126
+1
+0.8% +$88 0.01% 184
2019
Q4 		$11K Buy
+125
New +$11.2K 0.01% 193

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

Walled Lake Planning & Wealth Management's ED Position: Q2 2026 in Review

Walled Lake Planning & Wealth Management increased its Consolidated Edison (ED) stake by 0.78% in Q2 2026, buying an estimated $2.17K and bringing the position to 2,569 shares worth $284K. The position accounts for 0.07% of the portfolio, ranked #115.

Walled Lake Planning & Wealth Management first reported a position in ED in Q4 2019 and has held it in 16 quarters since. The position peaked at $490K in Q1 2025. 1,430 funds tracked by Wall St. Rank hold ED as of Q2 2026.

  • Walled Lake Planning & Wealth Management held 2,569 shares of Consolidated Edison worth $284K as of Q2 2026.
  • Walled Lake Planning & Wealth Management bought 20 Consolidated Edison shares in Q2 2026, an estimated $2.17K.
  • Consolidated Edison made up 0.07% of Walled Lake Planning & Wealth Management's portfolio in Q2 2026, its #115 holding.
  • Walled Lake Planning & Wealth Management first reported a position in Consolidated Edison in Q4 2019 and has held it in 16 quarters since.
  • Walled Lake Planning & Wealth Management's Consolidated Edison position peaked at $490K in Q1 2025.
  • 1,430 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2026.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.