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MBM Wealth Consultants’s Consolidated Edison ED Stock Holding History

MBM Wealth Consultants’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 		– Sell
-442
Closed -$50K – 200
2026
Q1 		$50K Buy
+442
New +$47.9K 0.01% 153
2023
Q2 		– Sell
-2,093
Closed -$147K – 151
2023
Q1 		$147K Hold
2,093
– – 0.06% 116
2022
Q4 		$200K Sell
2,093
-411
-16% -$37.4K 0.09% 87
2022
Q3 		$220K Sell
2,504
-277
-10% -$26.7K 0.11% 79
2022
Q2 		$264K Sell
2,781
-356
-11% -$33.9K 0.13% 77
2022
Q1 		$297K Sell
3,137
-2,801
-47% -$242K 0.12% 83
2021
Q4 		$507K Sell
5,938
-3,386
-36% -$266K 0.21% 63
2021
Q3 		$677K Buy
9,324
+392
+4% +$29.3K 0.31% 44
2021
Q2 		$641K Sell
8,932
-757
-8% -$58.1K 0.3% 45
2021
Q1 		$725K Buy
9,689
+8,537
+741% +$601K 0.37% 41
2020
Q4 		$83K Hold
1,152
– – 0.05% 113
2020
Q3 		$90K Hold
1,152
– – 0.06% 104
2020
Q2 		$83K Hold
1,152
– – 0.06% 94
2020
Q1 		$90K Hold
1,152
– – 0.07% 91
2019
Q4 		$104K Hold
1,152
– – 0.08% 97
2019
Q3 		$109K Hold
1,152
– – 0.09% 96
2019
Q2 		$101K Hold
1,152
– – 0.08% 97
2019
Q1 		$98K Hold
1,152
– – 0.09% 99
2018
Q4 		$88K Buy
+1,152
New +$90.1K 0.09% 106

Other funds holding ED

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
MSRPS
Maryland State Retirement & Pension System Baltimore, Maryland $5.84B AUM 38.19% 1-Year Est. Return
AS
Aware Super Sydney, Australia $7.06B AUM
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM

MBM Wealth Consultants's ED Position: Q2 2026 in Review

MBM Wealth Consultants sold out of Consolidated Edison (ED) in Q2 2026, closing a stake of 442 shares — an estimated $50K sold.

MBM Wealth Consultants first reported a position in ED in Q4 2018 and held it in 19 quarters. The position peaked at $725K in Q1 2021. 594 funds tracked by Wall St. Rank hold ED as of Q2 2026.

  • MBM Wealth Consultants reported no remaining Consolidated Edison position as of Q2 2026 after selling out during the quarter.
  • MBM Wealth Consultants sold 442 Consolidated Edison shares in Q2 2026, an estimated $50K.
  • MBM Wealth Consultants first reported a position in Consolidated Edison in Q4 2018 and held it in 19 quarters.
  • MBM Wealth Consultants's Consolidated Edison position peaked at $725K in Q1 2021.
  • 594 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2026.

Based on MBM Wealth Consultants's 13F filing for Q2 2026, filed 24 Jul 2026.