Castle Rock Wealth Management, LLC
Position in ED — Consolidated Edison Inc
CIK 1727605
WALNUT CREEK, CA
Position in ED
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$839,128
-$18,776 QoQ
Shares Held
7,585
+0.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#611
of 1,422 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ED Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Castle Rock Wealth Management, LLC holds $2,085,268 across 4 Utilities - Regulated Electric names. ED ranks #1 (40.2% of the industry book) .
All Filings in ED
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $839,128 | 7,585 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $857,904 | 7,580 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $752,845 | 7,580 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $797,626 | 7,935 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $796,277 | 7,935 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $877,531 | 7,935 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $708,040 | 7,935 | Shares | Sole | 2025-03-05 | |
| 2024-09-30 | $825,230 | 7,925 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $726,716 | 8,127 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $737,558 | 8,122 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $738,403 | 8,117 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $744,538 | 8,705 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $786,932 | 8,705 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $832,807 | 8,705 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $829,673 | 8,705 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $746,540 | 8,705 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $827,845 | 8,705 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $653,765 | 6,905 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $589,134 | 6,905 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $501,233 | 6,905 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $495,226 | 6,905 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $516,494 | 6,905 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $499,024 | 6,905 | Shares | Sole | 2021-01-29 | |
| No filing history on record for this holder in this stock. | ||||||