13F

Position

Creative Planning in Consolidated Edison Inc

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Estimated mark uses implied 13F prices (value ÷ shares). Adds are treated as happening at this quarter’s mark; cuts at last quarter’s. Share jumps can be splits, not buys. This is not realized P&L.

Latest estimated mark $2.74M$99.32$113.18

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 2025197.7K$19.6M0.0%
Q1 2026272.7K$30.9M$113.18$2.74M$8.49M0.0%