KFS
ED icon

Kelly Financial Services’s Consolidated Edison ED Stock Holding History

Kelly Financial Services’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
2024
Q3 		– Sell
-490
Closed -$43.8K – 278
2024
Q2 		$43.8K Buy
490
+5
+1% +$464 0.02% 243
2024
Q1 		$44.1K Buy
485
+4
+0.8% +$359 0.02% 234
2023
Q4 		$43.7K Buy
481
+4
+0.8% +$357 0.02% 217
2023
Q3 		$40.8K Buy
477
+5
+1% +$455 0.02% 208
2023
Q2 		$42.7K Buy
472
+4
+0.9% +$382 0.02% 205
2023
Q1 		$44.8K Buy
468
+4
+0.9% +$375 0.02% 195
2022
Q4 		$44.3K Buy
464
+3
+0.7% +$273 0.02% 191
2022
Q3 		$39.5K Buy
461
+4
+0.9% +$386 0.02% 177
2022
Q2 		$43.5K Buy
457
+4
+0.9% +$381 0.02% 178
2022
Q1 		$42.9K Buy
453
+4
+0.9% +$346 0.02% 194
2021
Q4 		$38.3K Buy
449
+4
+0.9% +$314 0.02% 212
2021
Q3 		$32.3K Sell
445
-31,150
-99% -$2.33M 0.02% 213
2021
Q2 		$441K Buy
31,595
+31,159
+7,147% +$2.39M 0.02% 198
2021
Q1 		$32.6K Buy
436
+5
+1% +$352 0.02% 170
2020
Q4 		$31.2K Buy
431
+96
+29% +$7.46K 0.02% 154
2020
Q3 		$26.1K Buy
335
+4
+1% +$295 0.02% 147
2020
Q2 		$23.8K Buy
331
+3
+0.9% +$230 0.02% 141
2020
Q1 		$25.6K Buy
328
+3
+0.9% +$263 0.03% 120
2019
Q4 		$29.4K Buy
325
+3
+0.9% +$269 0.02% 125
2019
Q3 		$30.5K Sell
322
-96
-23% -$8.52K 0.03% 119
2019
Q2 		$36.6K Buy
418
+4
+1% +$345 0.03% 103
2019
Q1 		$35.1K Buy
+414
New +$33.1K 0.04% 104

Other funds holding ED

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Kelly Financial Services's ED Position: Q3 2024 in Review

Kelly Financial Services sold out of Consolidated Edison (ED) in Q3 2024, closing a stake of 490 shares — an estimated $43.8K sold.

Kelly Financial Services first reported a position in ED in Q1 2019 and held it in 22 quarters. The position peaked at $441K in Q2 2021. 1,197 funds tracked by Wall St. Rank hold ED as of Q3 2024.

  • Kelly Financial Services reported no remaining Consolidated Edison position as of Q3 2024 after selling out during the quarter.
  • Kelly Financial Services sold 490 Consolidated Edison shares in Q3 2024, an estimated $43.8K.
  • Kelly Financial Services first reported a position in Consolidated Edison in Q1 2019 and held it in 22 quarters.
  • Kelly Financial Services's Consolidated Edison position peaked at $441K in Q2 2021.
  • 1,197 funds tracked by Wall St. Rank held Consolidated Edison as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.