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Rockline Wealth Management’s Consolidated Edison ED Stock Holding History

Rockline 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
-9,473
Closed -$941K – 111
2025
Q4 		$941K Sell
9,473
-109
-1% -$10.8K 0.19% 57
2025
Q3 		$963K Hold
9,582
– – 0.2% 59
2025
Q2 		$962K Buy
9,582
+2,085
+28% +$221K 0.23% 57
2025
Q1 		$829K Hold
7,497
– – 0.23% 58
2024
Q4 		$669K Sell
7,497
-500
-6% -$49.2K 0.18% 64
2024
Q3 		$833K Hold
7,997
– – 0.24% 63
2024
Q2 		$715K Buy
7,997
+615
+8% +$57K 0.22% 63
2024
Q1 		$670K Buy
+7,382
New +$662K 0.23% 65

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $147M AUM 25.76% 1-Year Est. Return

Rockline Wealth Management's ED Position: Q1 2026 in Review

Rockline Wealth Management sold out of Consolidated Edison (ED) in Q1 2026, closing a stake of 9,473 shares — an estimated $941K sold.

Rockline Wealth Management first reported a position in ED in Q1 2024 and held it in 8 quarters. The position peaked at $963K in Q3 2025. 1,421 funds tracked by Wall St. Rank hold ED as of Q1 2026.

  • Rockline Wealth Management reported no remaining Consolidated Edison position as of Q1 2026 after selling out during the quarter.
  • Rockline Wealth Management sold 9,473 Consolidated Edison shares in Q1 2026, an estimated $941K.
  • Rockline Wealth Management first reported a position in Consolidated Edison in Q1 2024 and held it in 8 quarters.
  • Rockline Wealth Management's Consolidated Edison position peaked at $963K in Q3 2025.
  • 1,421 funds tracked by Wall St. Rank held Consolidated Edison as of Q1 2026.

Based on Rockline Wealth Management's 13F filing for Q1 2026, filed 30 Apr 2026.