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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
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 $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 $137B AUM 18.02% 1-Year Est. Return

Root Financial Partners's ED Position: Q1 2026 in Review

Root Financial Partners increased its Consolidated Edison (ED) stake by 17% in Q1 2026, buying an estimated $21.2K and bringing the position to 1,367 shares worth $155K. The position accounts for 0.01% of the portfolio, ranked #406.

Root Financial Partners first reported a position in ED in Q3 2025 and has held it in 3 quarters since. 1,414 funds tracked by Wall St. Rank hold ED as of Q1 2026.

  • Root Financial Partners held 1,367 shares of Consolidated Edison worth $155K as of Q1 2026.
  • Root Financial Partners bought 196 Consolidated Edison shares in Q1 2026, an estimated $21.2K.
  • Consolidated Edison made up 0.01% of Root Financial Partners's portfolio in Q1 2026, its #406 holding.
  • Root Financial Partners first reported a position in Consolidated Edison in Q3 2025 and has held it in 3 quarters since.
  • 1,414 funds tracked by Wall St. Rank held Consolidated Edison as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.