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

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

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

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Key Client Fiduciary Advisors's ED Position: Q2 2026 in Review

Key Client Fiduciary Advisors increased its Consolidated Edison (ED) stake by 17% in Q2 2026, buying an estimated $102K and bringing the position to 6,318 shares worth $699K. The position accounts for 0.2% of the portfolio, ranked #99.

Key Client Fiduciary Advisors first reported a position in ED in Q4 2021 and has held it in 19 quarters since. 1,430 funds tracked by Wall St. Rank hold ED as of Q2 2026.

Key Client Fiduciary Advisors held 6,318 shares of Consolidated Edison worth $699K as of Q2 2026.
Key Client Fiduciary Advisors bought 940 Consolidated Edison shares in Q2 2026, an estimated $102K.
Consolidated Edison made up 0.2% of Key Client Fiduciary Advisors's portfolio in Q2 2026, its #99 holding.
Key Client Fiduciary Advisors first reported a position in Consolidated Edison in Q4 2021 and has held it in 19 quarters since.
1,430 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2026.

Based on Key Client Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.