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Retirement Wealth Solutions’s Consolidated Edison ED Stock Holding History

Retirement Wealth Solutions’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
Q3 		$3.88K Buy
38
+20
+111% +$2.17K ﹤0.01% 439
2026
Q2 		$1.99K Sell
18
-17
-49% -$1.85K ﹤0.01% 530
2026
Q1 		$3.96K Buy
35
+15
+75% +$1.62K ﹤0.01% 364
2025
Q4 		$1.99K Sell
20
-1
-5% -$99 ﹤0.01% 455
2025
Q3 		$2.11K Buy
+21
New +$2.11K ﹤0.01% 433

Other funds holding ED

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Retirement Wealth Solutions's ED Position: Q3 2026 in Review

Retirement Wealth Solutions increased its Consolidated Edison (ED) stake by 111% in Q3 2026, buying an estimated $2.17K and bringing the position to 38 shares worth $3.88K. The position accounts for ﹤0.01% of the portfolio, ranked #439.

Retirement Wealth Solutions first reported a position in ED in Q3 2025 and has held it in 5 quarters since. The position peaked at $3.96K in Q1 2026. 43 funds tracked by Wall St. Rank hold ED as of Q3 2026.

  • Retirement Wealth Solutions held 38 shares of Consolidated Edison worth $3.88K as of Q3 2026.
  • Retirement Wealth Solutions bought 20 Consolidated Edison shares in Q3 2026, an estimated $2.17K.
  • Consolidated Edison made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #439 holding.
  • Retirement Wealth Solutions first reported a position in Consolidated Edison in Q3 2025 and has held it in 5 quarters since.
  • Retirement Wealth Solutions's Consolidated Edison position peaked at $3.96K in Q1 2026.
  • 43 funds tracked by Wall St. Rank held Consolidated Edison as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.