Key Financial Inc’s Consolidated Edison ED Stock Holding History

Key Financial Inc’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	$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

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 Financial Inc's ED Position: Q2 2026 in Review

Key Financial Inc reduced its Consolidated Edison (ED) stake by 6.6% in Q2 2026, selling an estimated $35.7K and leaving 4,658 shares worth $515K. The position accounts for 0.08% of the portfolio, ranked #184.

Key Financial Inc first reported a position in ED in Q4 2019 and has held it in 27 quarters since. The position peaked at $564K in Q1 2026. 1,431 funds tracked by Wall St. Rank hold ED as of Q2 2026.

Key Financial Inc held 4,658 shares of Consolidated Edison worth $515K as of Q2 2026.
Key Financial Inc sold 328 Consolidated Edison shares in Q2 2026, an estimated $35.7K.
Consolidated Edison made up 0.08% of Key Financial Inc's portfolio in Q2 2026, its #184 holding.
Key Financial Inc first reported a position in Consolidated Edison in Q4 2019 and has held it in 27 quarters since.
Key Financial Inc's Consolidated Edison position peaked at $564K in Q1 2026.
1,431 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.