United Financial Planning Group LLC
Position in ED — Consolidated Edison Inc
CIK 2088337
HAUPPAUGE, NY
Position in ED
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$901,855
-$16,600 QoQ
Shares Held
8,152
+0.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.28%
of 13F equity value
Holder Rank
#593
of 1,422 holders
Holding Since
Sep 2025
4 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, 2026United Financial Planning Group LLC holds $1,060,956 across 5 Utilities - Regulated Electric names. ED ranks #1 (85.0% of the industry book) .
All Filings in ED
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $901,855 | 8,152 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $918,455 | 8,115 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $802,604 | 8,081 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $808,582 | 8,044 | Shares | Sole | 2025-11-13 | |
| No filing history on record for this holder in this stock. | ||||||