RWB
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RMR Wealth Builders’s Consolidated Edison ED Stock Holding History

RMR Wealth Builders’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 		$534K Buy
4,831
+115
+2% +$12.5K 0.03% 187
2026
Q1 		$534K Sell
4,716
-158
-3% -$17.1K 0.04% 169
2025
Q4 		$484K Sell
4,874
-53
-1% -$5.26K 0.04% 180
2025
Q3 		$495K Buy
4,927
+86
+2% +$8.63K 0.04% 171
2025
Q2 		$486K Buy
4,841
+1,120
+30% +$119K 0.04% 169
2025
Q1 		$412K Buy
3,721
+145
+4% +$14.2K 0.04% 171
2024
Q4 		$319K Buy
3,576
+287
+9% +$28.3K 0.03% 202
2024
Q3 		$343K Sell
3,289
-158
-5% -$15.6K 0.04% 197
2024
Q2 		$308K Sell
3,447
-1,754
-34% -$163K 0.04% 194
2024
Q1 		$472K Buy
5,201
+61
+1% +$5.47K 0.06% 155
2023
Q4 		$468K Sell
5,140
-185
-3% -$16.5K 0.07% 147
2023
Q3 		$455K Buy
5,325
+415
+8% +$37.8K 0.07% 146
2023
Q2 		$444K Buy
4,910
+765
+18% +$73.1K 0.08% 127
2023
Q1 		$397K Buy
+4,145
New +$388K 0.08% 131
2021
Q2 		– Sell
-1,927
Closed -$144K – 318
2021
Q1 		$144K Buy
+1,927
New +$136K 0.04% 228
2020
Q4 		– Sell
-17,804
Closed -$1.39M – 524
2020
Q3 		$1.39M Buy
+17,804
New +$1.31M 0.36% 48

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

RMR Wealth Builders's ED Position: Q2 2026 in Review

RMR Wealth Builders increased its Consolidated Edison (ED) stake by 2.4% in Q2 2026, buying an estimated $12.5K and bringing the position to 4,831 shares worth $534K. The position accounts for 0.03% of the portfolio, ranked #187.

RMR Wealth Builders first reported a position in ED in Q3 2020 and has held it in 16 quarters since. The position peaked at $1.39M in Q3 2020. 1,427 funds tracked by Wall St. Rank hold ED as of Q2 2026.

  • RMR Wealth Builders held 4,831 shares of Consolidated Edison worth $534K as of Q2 2026.
  • RMR Wealth Builders bought 115 Consolidated Edison shares in Q2 2026, an estimated $12.5K.
  • Consolidated Edison made up 0.03% of RMR Wealth Builders's portfolio in Q2 2026, its #187 holding.
  • RMR Wealth Builders first reported a position in Consolidated Edison in Q3 2020 and has held it in 16 quarters since.
  • RMR Wealth Builders's Consolidated Edison position peaked at $1.39M in Q3 2020.
  • 1,427 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2026.

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