WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC

Position in ED — Consolidated Edison Inc

CIK 1812177 HIGHLAND PARK, IL

Back to ED Full portfolio

Position in ED

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$284,208

-$4,287 QoQ

Shares Held

2,569

+0.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#938

of 1,422 holders

Holding Since

Mar 2020

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Common Shares in ED Over Time

Shares Held

Position Value (USD)

Position in Utilities - Regulated Electric

Utilities · as of Jun 30, 2026

WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC holds $811,011 across 3 Utilities - Regulated Electric names. ED ranks #1 (35.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ED	Consolidated Edison Inc This page	2,569	$284,208
2	D	Dominion Energy, Inc	3,885	$265,306
3	PEG	Public Service Enterprise Group Inc	3,222	$261,497

All Filings in ED

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15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$284,208	2,569	+0.8%	Shares	Sole	2026-07-20
2026-03-31	$288,495	2,549	+9.4%	Shares	Sole	2026-04-30
2025-12-31	$231,514	2,331	+0.9%	Shares	Sole	2026-02-12
2025-09-30	$232,301	2,311	+0.9%	Shares	Sole	2025-11-12
2025-06-30	$229,901	2,291	-48.3%	Shares	Sole	2025-08-12
2025-03-31	$490,245	4,433	+0.0%	Shares	Sole	2025-05-08
2024-12-31	$395,467	4,432	+0.0%	Shares	Sole	2025-02-12
2024-09-30	$461,295	4,430	+3256.1%	Shares	Sole	2024-11-14
2021-09-30	$9,581	132	+0.8%	Shares	Sole	2021-11-15
2021-06-30	$9,395	131	+0.8%	Shares	Sole	2021-08-16
2021-03-31	$9,724	130	+0.8%	Shares	Sole	2021-05-17
2020-12-31	$9,322	129	+0.8%	Shares	Sole	2021-02-19
2020-09-30	$9,958	128	+0.8%	Shares	Sole	2020-11-13
2020-06-30	$9,135	127	+0.8%	Shares	Sole	2020-08-18
2020-03-31	$9,828	126	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.