RMR Wealth Builders

Position in ED — Consolidated Edison Inc

CIK 1803848 Montclair, NJ

Position in ED

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$534,453

+$697 QoQ

Shares Held

4,831

+2.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#721

of 1,422 holders

Holding Since

Sep 2020

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

RMR Wealth Builders holds $6,852,762 across 4 Utilities - Regulated Electric names. ED ranks #4 (7.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	34,288	$4,340,175
2	PEG	Public Service Enterprise Group Inc	15,845	$1,285,980
3	NEE	Nextera Energy Inc	7,886	$692,154
4	ED	Consolidated Edison Inc This page	4,831	$534,453

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$534,453	4,831	+2.4%	Shares	Sole	2026-07-24
2026-03-31	$533,756	4,716	-3.2%	Shares	Sole	2026-04-22
2025-12-31	$484,085	4,874	-1.1%	Shares	Sole	2026-01-29
2025-09-30	$495,262	4,927	+1.8%	Shares	Sole	2025-11-05
2025-06-30	$485,794	4,841	+30.1%	Shares	Sole	2025-07-08
2025-03-31	$411,505	3,721	+4.1%	Shares	Sole	2025-04-16
2024-12-31	$319,086	3,576	+8.7%	Shares	Sole	2025-01-14
2024-09-30	$342,483	3,289	-4.6%	Shares	Sole	2024-10-21
2024-06-30	$308,230	3,447	-33.7%	Shares	Sole	2024-07-23
2024-03-31	$472,302	5,201	+1.2%	Shares	Sole	2024-04-15
2023-12-31	$467,585	5,140	-3.5%	Shares	Sole	2024-02-06
2023-09-30	$455,447	5,325	+8.5%	Shares	Sole	2023-10-23
2023-06-30	$443,864	4,910	+18.5%	Shares	Sole	2023-07-21
2023-03-31	$396,552	4,145	+115.1%	Shares	Sole	2023-04-11
2021-03-31	$144,139	1,927	-89.2%	Shares	Sole	2021-05-13
2020-09-30	$1,385,151	17,804	—	Shares	Sole	2020-11-13
No filing history on record for this holder in this stock.