Root Financial Partners
ED icon

Root Financial Partners’s Consolidated Edison ED Stock Holding History

Root Financial Partners’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 		$160K Buy
+1,561
New +$169K 0.01% 530
2026
Q2 		– Sell
-1,367
Closed -$155K – 1195
2026
Q1 		$155K Buy
1,367
+196
+17% +$21.2K 0.01% 406
2025
Q4 		$116K Buy
1,171
+49
+4% +$4.86K 0.01% 420
2025
Q3 		$113K Buy
+1,122
New +$113K 0.01% 409

Other funds holding ED

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Root Financial Partners's ED Position: Q3 2026 in Review

Root Financial Partners opened a new position in Consolidated Edison (ED) in Q3 2026: 1,561 shares worth $160K. The stake represents 0.01% of the portfolio and ranks #530 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in ED as recently as Q1 2026.

Root Financial Partners first reported a position in ED in Q3 2025 and has held it in 4 quarters since. 771 funds tracked by Wall St. Rank hold ED as of Q3 2026.

  • Root Financial Partners held 1,561 shares of Consolidated Edison worth $160K as of Q3 2026.
  • Consolidated Edison was a new Root Financial Partners position in Q3 2026.
  • Consolidated Edison made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #530 holding.
  • Root Financial Partners first reported a position in Consolidated Edison in Q3 2025 and has held it in 4 quarters since.
  • 771 funds tracked by Wall St. Rank held Consolidated Edison as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.