RSWM
ED icon

Robertson Stephens Wealth Management’s Consolidated Edison ED Stock Holding History

Robertson Stephens Wealth Management’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 		– Sell
-3,763
Closed -$374K – 628
2025
Q4 		$374K Buy
+3,763
New +$373K 0.01% 484
2025
Q3 		– Sell
-2,361
Closed -$237K – 542
2025
Q2 		$237K Sell
2,361
-738
-24% -$78.1K 0.01% 505
2025
Q1 		$343K Buy
3,099
+65
+2% +$6.38K 0.01% 429
2024
Q4 		$271K Sell
3,034
-11
-0.4% -$1.08K 0.01% 489
2024
Q3 		$317K Buy
3,045
+715
+31% +$70.7K 0.01% 516
2024
Q2 		$208K Buy
+2,330
New +$216K 0.01% 476
2023
Q2 		– Sell
-2,188
Closed -$209K – 433
2023
Q1 		$209K Sell
2,188
-3
-0.1% -$281 0.02% 417
2022
Q4 		$209K Sell
2,191
-321
-13% -$29.2K 0.02% 390
2022
Q3 		$215K Buy
2,512
+33
+1% +$3.18K 0.02% 333
2022
Q2 		$235K Sell
2,479
-40
-2% -$3.81K 0.02% 331
2022
Q1 		$238K Sell
2,519
-119
-5% -$10.3K 0.02% 355
2021
Q4 		$225K Buy
+2,638
New +$207K 0.02% 366

Other funds holding ED

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
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 $60.8B AUM 22.47% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Morgan Stanley
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
DAM
Diamant Asset Management Ridgefield, Connecticut $147M AUM 25.76% 1-Year Est. Return

Robertson Stephens Wealth Management's ED Position: Q1 2026 in Review

Robertson Stephens Wealth Management sold out of Consolidated Edison (ED) in Q1 2026, closing a stake of 3,763 shares — an estimated $374K sold.

Robertson Stephens Wealth Management first reported a position in ED in Q4 2021 and held it in 12 quarters. The position peaked at $374K in Q4 2025. 1,415 funds tracked by Wall St. Rank hold ED as of Q1 2026.

  • Robertson Stephens Wealth Management reported no remaining Consolidated Edison position as of Q1 2026 after selling out during the quarter.
  • Robertson Stephens Wealth Management sold 3,763 Consolidated Edison shares in Q1 2026, an estimated $374K.
  • Robertson Stephens Wealth Management first reported a position in Consolidated Edison in Q4 2021 and held it in 12 quarters.
  • Robertson Stephens Wealth Management's Consolidated Edison position peaked at $374K in Q4 2025.
  • 1,415 funds tracked by Wall St. Rank held Consolidated Edison as of Q1 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.