KCFA
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Key Client Fiduciary Advisors’s Consolidated Edison ED Stock Holding History

Key Client Fiduciary 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 		$699K Buy
6,318
+940
+17% +$102K 0.2% 99
2026
Q1 		$609K Buy
5,378
+22
+0.4% +$2.38K 0.21% 104
2025
Q4 		$532K Buy
5,356
+25
+0.5% +$2.48K 0.18% 109
2025
Q3 		$536K Buy
5,331
+25
+0.5% +$2.51K 0.18% 110
2025
Q2 		$532K Buy
5,306
+23
+0.4% +$2.44K 0.22% 107
2025
Q1 		$584K Buy
5,283
+23
+0.4% +$2.26K 0.27% 87
2024
Q4 		$469K Buy
5,260
+25
+0.5% +$2.46K 0.21% 106
2024
Q3 		$545K Sell
5,235
-295
-5% -$29.2K 0.24% 95
2024
Q2 		$494K Buy
5,530
+28
+0.5% +$2.6K 0.25% 93
2024
Q1 		$500K Sell
5,502
-143
-3% -$12.8K 0.27% 88
2023
Q4 		$513K Sell
5,645
-43
-0.8% -$3.84K 0.3% 84
2023
Q3 		$486K Buy
5,688
+21
+0.4% +$1.91K 0.3% 82
2023
Q2 		$512K Buy
5,667
+26
+0.5% +$2.49K 0.3% 76
2023
Q1 		$540K Sell
5,641
-39
-0.7% -$3.65K 0.34% 67
2022
Q4 		$541K Buy
5,680
+2,561
+82% +$233K 0.37% 58
2022
Q3 		$267K Buy
3,119
+20
+0.6% +$1.93K 0.24% 87
2022
Q2 		$295K Buy
3,099
+22
+0.7% +$2.1K 0.29% 82
2022
Q1 		$291K Buy
3,077
+21
+0.7% +$1.81K 0.23% 100
2021
Q4 		$261K Buy
+3,056
New +$240K 0.22% 105

Other funds holding ED

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
PTPFOECYE
PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return