Kelleher Financial Advisors’s Consolidated Edison ED Stock Holding History

Kelleher Financial Advisors’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	$414K	Buy	3,746 +1,873	+100%	+$204K	0.06%	191
2026 Q1	$212K	Hold	1,873	–	–	0.05%	192
2025 Q4	$186K	Hold	1,873	–	–	0.04%	224
2025 Q3	$188K	Buy	+1,873	New	+$188K	0.05%	191
2025 Q2	–	Sell	-1,873	Closed	-$207K	–	139
2025 Q1	$207K	Buy	+1,873	New	+$184K	0.08%	120
2024 Q4	–	Sell	-1,973	Closed	-$205K	–	116
2024 Q3	$205K	Buy	+1,973	New	+$195K	0.08%	111
2016 Q2	–	Sell	-50	Closed	-$3K	–	154
2016 Q1	$3K	Buy	+50	New	+$3.55K	﹤0.01%	221

Other funds holding ED

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kelleher Financial Advisors's ED Position: Q2 2026 in Review

Kelleher Financial Advisors increased its Consolidated Edison (ED) stake by 100% in Q2 2026, buying an estimated $204K and bringing the position to 3,746 shares worth $414K. The position accounts for 0.06% of the portfolio, ranked #191.

Kelleher Financial Advisors first reported a position in ED in Q1 2016 and has held it in 7 quarters since. 1,423 funds tracked by Wall St. Rank hold ED as of Q2 2026.

Kelleher Financial Advisors held 3,746 shares of Consolidated Edison worth $414K as of Q2 2026.
Kelleher Financial Advisors bought 1,873 Consolidated Edison shares in Q2 2026, an estimated $204K.
Consolidated Edison made up 0.06% of Kelleher Financial Advisors's portfolio in Q2 2026, its #191 holding.
Kelleher Financial Advisors first reported a position in Consolidated Edison in Q1 2016 and has held it in 7 quarters since.
1,423 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2026.

Based on Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.