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 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	–	526
2020 Q3	$1.39M	Buy	+17,804	New	+$1.31M	0.36%	48

Other funds holding ED

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lazard Asset Management

Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return