Litman Gregory Wealth Management’s Consolidated Edison ED Stock Holding History

Litman Gregory 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
2025 Q4	$174K	Buy	+1,750	New	+$174K	0.01%	153
2024 Q2	–	Sell	-2,500	Closed	-$227K	–	136
2024 Q1	$227K	Sell	2,500 -250	-9%	-$22.4K	0.02%	120
2023 Q4	$250K	Sell	2,750 -29	-1%	-$2.59K	0.02%	111
2023 Q3	$238K	Buy	+2,779	New	+$253K	0.02%	112
2023 Q2	–	Sell	-5,259	Closed	-$503K	–	91
2023 Q1	$503K	Buy	+5,259	New	+$493K	0.19%	19

Other funds holding ED

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Litman Gregory Wealth Management's ED Position: Q4 2025 in Review

Litman Gregory Wealth Management opened a new position in Consolidated Edison (ED) in Q4 2025: 1,750 shares worth $174K. The stake represents 0.01% of the portfolio and ranks #153 among its holdings. This is a return to the name: Litman Gregory Wealth Management previously reported a position in ED as recently as Q1 2024.

Litman Gregory Wealth Management first reported a position in ED in Q1 2023 and has held it in 5 quarters since. The position peaked at $503K in Q1 2023. 1,359 funds tracked by Wall St. Rank hold ED as of Q4 2025.

Litman Gregory Wealth Management held 1,750 shares of Consolidated Edison worth $174K as of Q4 2025.
Consolidated Edison was a new Litman Gregory Wealth Management position in Q4 2025.
Consolidated Edison made up 0.01% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #153 holding.
Litman Gregory Wealth Management first reported a position in Consolidated Edison in Q1 2023 and has held it in 5 quarters since.
Litman Gregory Wealth Management's Consolidated Edison position peaked at $503K in Q1 2023.
1,359 funds tracked by Wall St. Rank held Consolidated Edison as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.