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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
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

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Root Financial Partners's ED Position: Q2 2026 in Review

Root Financial Partners sold out of Consolidated Edison (ED) in Q2 2026, closing a stake of 1,367 shares — an estimated $155K sold.

Root Financial Partners first reported a position in ED in Q3 2025 and held it in 3 quarters. The position peaked at $155K in Q1 2026. 1,430 funds tracked by Wall St. Rank hold ED as of Q2 2026.

  • Root Financial Partners reported no remaining Consolidated Edison position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 1,367 Consolidated Edison shares in Q2 2026, an estimated $155K.
  • Root Financial Partners first reported a position in Consolidated Edison in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Consolidated Edison position peaked at $155K in Q1 2026.
  • 1,430 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.