RMR Wealth Builders
ED icon

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
Q3 		$493K Sell
4,822
-9
-0.2% -$975 0.03% 190
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 -$1.38M – 524
2020
Q3 		$1.38M Buy
+17,804
New +$1.31M 0.36% 48

Other funds holding ED

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Tectonic Advisors
Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Yousif Capital Management
Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return

RMR Wealth Builders's ED Position: Q3 2026 in Review

RMR Wealth Builders reduced its Consolidated Edison (ED) stake by 0.19% in Q3 2026, selling an estimated $975 and leaving 4,822 shares worth $493K. The position accounts for 0.03% of the portfolio, ranked #190.

RMR Wealth Builders first reported a position in ED in Q3 2020 and has held it in 17 quarters since. The position peaked at $1.38M in Q3 2020. 352 funds tracked by Wall St. Rank hold ED as of Q3 2026.

  • RMR Wealth Builders held 4,822 shares of Consolidated Edison worth $493K as of Q3 2026.
  • RMR Wealth Builders sold 9 Consolidated Edison shares in Q3 2026, an estimated $975.
  • Consolidated Edison made up 0.03% of RMR Wealth Builders's portfolio in Q3 2026, its #190 holding.
  • RMR Wealth Builders first reported a position in Consolidated Edison in Q3 2020 and has held it in 17 quarters since.
  • RMR Wealth Builders's Consolidated Edison position peaked at $1.38M in Q3 2020.
  • 352 funds tracked by Wall St. Rank held Consolidated Edison as of Q3 2026.

Based on RMR Wealth Builders's 13F filing for Q3 2026, filed 22 Oct 2026.