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 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 $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

DAM

Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

Key Financial Inc's ED Position: Q1 2026 in Review

Key Financial Inc increased its Consolidated Edison (ED) stake by 7% in Q1 2026, buying an estimated $35.5K and bringing the position to 4,986 shares worth $564K. The position accounts for 0.1% of the portfolio, ranked #167.

Key Financial Inc first reported a position in ED in Q4 2019 and has held it in 26 quarters since. 1,413 funds tracked by Wall St. Rank hold ED as of Q1 2026.

Key Financial Inc held 4,986 shares of Consolidated Edison worth $564K as of Q1 2026.
Key Financial Inc bought 328 Consolidated Edison shares in Q1 2026, an estimated $35.5K.
Consolidated Edison made up 0.1% of Key Financial Inc's portfolio in Q1 2026, its #167 holding.
Key Financial Inc first reported a position in Consolidated Edison in Q4 2019 and has held it in 26 quarters since.
1,413 funds tracked by Wall St. Rank held Consolidated Edison as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.