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Castle Rock Wealth Management’s Consolidated Edison ED Stock Holding History

Castle Rock 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 		$842K Buy
7,585
+5
+0.1% +$544 0.17% 135
2026
Q1 		$875K Hold
7,580
– – 0.19% 124
2025
Q4 		$812K Sell
7,580
-355
-4% -$35.2K 0.18% 124
2025
Q3 		$775K Hold
7,935
– – 0.17% 123
2025
Q2 		$813K Hold
7,935
– – 0.19% 122
2025
Q1 		$873K Hold
7,935
– – 0.24% 111
2024
Q4 		$753K Buy
7,935
+10
+0.1% +$985 0.18% 124
2024
Q3 		$808K Sell
7,925
-202
-2% -$20K 0.19% 128
2024
Q2 		$722K Buy
8,127
+5
+0.1% +$464 0.18% 130
2024
Q1 		$770K Buy
8,122
+5
+0.1% +$448 0.21% 126
2023
Q4 		$756K Sell
8,117
-588
-7% -$52.5K 0.23% 117
2023
Q3 		$745K Hold
8,705
– – 0.25% 104
2023
Q2 		$808K Hold
8,705
– – 0.28% 90
2023
Q1 		$860K Hold
8,705
– – 0.31% 67
2022
Q4 		$826K Hold
8,705
– – 0.37% 70
2022
Q3 		$710K Hold
8,705
– – 0.36% 73
2022
Q2 		$803K Buy
8,705
+1,800
+26% +$171K 0.41% 59
2022
Q1 		$677K Hold
6,905
– – 0.31% 90
2021
Q4 		$571K Hold
6,905
– – 0.23% 124
2021
Q3 		$532K Hold
6,905
– – 0.18% 148
2021
Q2 		$528K Hold
6,905
– – 0.19% 142
2021
Q1 		$539K Hold
6,905
– – 0.22% 148
2020
Q4 		$475K Buy
+6,905
New +$536K 0.2% 151

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

Castle Rock Wealth Management's ED Position: Q2 2026 in Review

Castle Rock Wealth Management increased its Consolidated Edison (ED) stake by 0.07% in Q2 2026, buying an estimated $544 and bringing the position to 7,585 shares worth $842K. The position accounts for 0.17% of the portfolio, ranked #135.

Castle Rock Wealth Management first reported a position in ED in Q4 2020 and has held it in 23 quarters since. The position peaked at $875K in Q1 2026. 1,427 funds tracked by Wall St. Rank hold ED as of Q2 2026.

  • Castle Rock Wealth Management held 7,585 shares of Consolidated Edison worth $842K as of Q2 2026.
  • Castle Rock Wealth Management bought 5 Consolidated Edison shares in Q2 2026, an estimated $544.
  • Consolidated Edison made up 0.17% of Castle Rock Wealth Management's portfolio in Q2 2026, its #135 holding.
  • Castle Rock Wealth Management first reported a position in Consolidated Edison in Q4 2020 and has held it in 23 quarters since.
  • Castle Rock Wealth Management's Consolidated Edison position peaked at $875K in Q1 2026.
  • 1,427 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2026.

Based on Castle Rock Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.