Key Financial Inc’s Consolidated Edison ED Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$477K Buy
4,665
+7
+0.2% +$758 0.08% 196
2026
Q2
$515K Sell
4,658
-328
-7% -$35.7K 0.08% 184
2026
Q1
$564K Buy
4,986
+328
+7% +$35.5K 0.1% 167
2025
Q4
$463K Hold
4,658
– – 0.08% 181
2025
Q3
$457K Hold
4,658
– – 0.08% 180
2025
Q2
$467K Buy
4,658
+125
+3% +$13.2K 0.09% 174
2025
Q1
$501K Hold
4,533
– – 0.11% 157
2024
Q4
$404K Hold
4,533
– – 0.09% 165
2024
Q3
$472K Hold
4,533
– – 0.1% 158
2024
Q2
$405K Hold
4,533
– – 0.1% 159
2024
Q1
$412K Hold
4,533
– – 0.11% 156
2023
Q4
$412K Hold
4,533
– – 0.11% 149
2023
Q3
$388K Hold
4,533
– – 0.13% 134
2023
Q2
$410K Buy
4,533
+78
+2% +$7.46K 0.14% 133
2023
Q1
$426K Hold
4,455
– – 0.16% 118
2022
Q4
$382K Hold
4,455
– – 0.18% 108
2022
Q3
$382K Hold
4,455
– – 0.18% 109
2022
Q2
$433K Hold
4,455
– – 0.23% 83
2022
Q1
$422K Hold
4,455
– – 0.21% 90
2021
Q4
$380K Hold
4,455
– – 0.19% 104
2021
Q3
$323K Hold
4,455
– – 0.18% 107
2021
Q2
$329K Hold
4,455
– – 0.18% 106
2021
Q1
$333K Sell
4,455
-91
-2% -$6.4K 0.22% 92
2020
Q4
$329K Hold
4,546
– – 0.24% 80
2020
Q3
$354K Sell
4,546
-259
-5% -$19.1K 0.36% 68
2020
Q2
$349K Hold
4,805
– – 0.4% 62
2020
Q1
$388K Sell
4,805
-100
-2% -$8.77K 0.4% 50
2019
Q4
$444K Buy
+4,905
New +$439K 0.42% 58

Other funds holding ED

Key Financial Inc's ED Position: Q3 2026 in Review

Key Financial Inc increased its Consolidated Edison (ED) stake by 0.15% in Q3 2026, buying an estimated $758 and bringing the position to 4,665 shares worth $477K. The position accounts for 0.08% of the portfolio, ranked #196.

Key Financial Inc first reported a position in ED in Q4 2019 and has held it in 28 quarters since. The position peaked at $564K in Q1 2026. 771 funds tracked by Wall St. Rank hold ED as of Q3 2026.

  • Key Financial Inc held 4,665 shares of Consolidated Edison worth $477K as of Q3 2026.
  • Key Financial Inc bought 7 Consolidated Edison shares in Q3 2026, an estimated $758.
  • Consolidated Edison made up 0.08% of Key Financial Inc's portfolio in Q3 2026, its #196 holding.
  • Key Financial Inc first reported a position in Consolidated Edison in Q4 2019 and has held it in 28 quarters since.
  • Key Financial Inc's Consolidated Edison position peaked at $564K in Q1 2026.
  • 771 funds tracked by Wall St. Rank held Consolidated Edison as of Q3 2026.

Based on Key Financial Inc's 13F filing for Q3 2026, filed 2 Nov 2026.