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Klingman & Associates’s Consolidated Edison ED Stock Holding History

Klingman & Associates’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 		$742K Buy
6,711
+99
+1% +$10.8K 0.03% 167
2026
Q1 		$748K Sell
6,612
-339
-5% -$36.7K 0.04% 160
2025
Q4 		$690K Buy
6,951
+910
+15% +$90.3K 0.03% 158
2025
Q3 		$607K Buy
6,041
+1,910
+46% +$192K 0.03% 167
2025
Q2 		$415K Buy
4,131
+137
+3% +$14.5K 0.02% 196
2025
Q1 		$442K Buy
3,994
+1,313
+49% +$129K 0.03% 174
2024
Q4 		$239K Sell
2,681
-64
-2% -$6.3K 0.01% 232
2024
Q3 		$286K Buy
2,745
+168
+7% +$16.6K 0.02% 220
2024
Q2 		$230K Sell
2,577
-262
-9% -$24.3K 0.02% 225
2024
Q1 		$258K Buy
2,839
+11
+0.4% +$986 0.02% 206
2023
Q4 		$257K Buy
2,828
+39
+1% +$3.48K 0.02% 204
2023
Q3 		$239K Sell
2,789
-1
-0% -$91 0.02% 203
2023
Q2 		$252K Hold
2,790
– – 0.02% 185
2023
Q1 		$267K Sell
2,790
-15
-0.5% -$1.41K 0.02% 165
2022
Q4 		$267K Sell
2,805
-87
-3% -$7.92K 0.02% 170
2022
Q3 		$248K Buy
2,892
+110
+4% +$10.6K 0.02% 160
2022
Q2 		$265K Sell
2,782
-300
-10% -$28.6K 0.03% 158
2022
Q1 		$292K Buy
+3,082
New +$266K 0.02% 169
2016
Q4 		– Sell
-520
Closed -$39K – 161
2016
Q3 		$39K Hold
520
– – 0.01% 201
2016
Q2 		$42K Hold
520
– – 0.01% 204
2016
Q1 		$40K Hold
520
– – 0.01% 204
2015
Q4 		$33K Sell
520
-751
-59% -$48.3K 0.01% 232
2015
Q3 		$84K Hold
1,271
– – 0.03% 172
2015
Q2 		$74K Hold
1,271
– – 0.03% 158
2015
Q1 		$78K Sell
1,271
-213
-14% -$13.8K 0.03% 144
2014
Q4 		$97K Buy
+1,484
New +$93.1K 0.04% 134

Other funds holding ED

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Klingman & Associates's ED Position: Q2 2026 in Review

Klingman & Associates increased its Consolidated Edison (ED) stake by 1.5% in Q2 2026, buying an estimated $10.8K and bringing the position to 6,711 shares worth $742K. The position accounts for 0.03% of the portfolio, ranked #167.

Klingman & Associates first reported a position in ED in Q4 2014 and has held it in 26 quarters since. The position peaked at $748K in Q1 2026. 1,430 funds tracked by Wall St. Rank hold ED as of Q2 2026.

  • Klingman & Associates held 6,711 shares of Consolidated Edison worth $742K as of Q2 2026.
  • Klingman & Associates bought 99 Consolidated Edison shares in Q2 2026, an estimated $10.8K.
  • Consolidated Edison made up 0.03% of Klingman & Associates's portfolio in Q2 2026, its #167 holding.
  • Klingman & Associates first reported a position in Consolidated Edison in Q4 2014 and has held it in 26 quarters since.
  • Klingman & Associates's Consolidated Edison position peaked at $748K in Q1 2026.
  • 1,430 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2026.

Based on Klingman & Associates's 13F filing for Q2 2026, filed 29 Jul 2026.