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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
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

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

Retirement Wealth Solutions's ED Position: Q2 2026 in Review

Retirement Wealth Solutions reduced its Consolidated Edison (ED) stake by 49% in Q2 2026, selling an estimated $1.85K and leaving 18 shares worth $1.99K. The position accounts for ﹤0.01% of the portfolio, ranked #530.

Retirement Wealth Solutions first reported a position in ED in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.96K in Q1 2026. 1,424 funds tracked by Wall St. Rank hold ED as of Q2 2026.

  • Retirement Wealth Solutions held 18 shares of Consolidated Edison worth $1.99K as of Q2 2026.
  • Retirement Wealth Solutions sold 17 Consolidated Edison shares in Q2 2026, an estimated $1.85K.
  • Consolidated Edison made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #530 holding.
  • Retirement Wealth Solutions first reported a position in Consolidated Edison in Q3 2025 and has held it in 4 quarters since.
  • Retirement Wealth Solutions's Consolidated Edison position peaked at $3.96K in Q1 2026.
  • 1,424 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.