Klingman & Associates
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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
Q3 		$736K Buy
7,200
+489
+7% +$53K 0.03% 175
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% -$1.4K 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

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Tectonic Advisors
Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Yousif Capital Management
Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return

Klingman & Associates's ED Position: Q3 2026 in Review

Klingman & Associates increased its Consolidated Edison (ED) stake by 7.3% in Q3 2026, buying an estimated $53K and bringing the position to 7,200 shares worth $736K. The position accounts for 0.03% of the portfolio, ranked #175.

Klingman & Associates first reported a position in ED in Q4 2014 and has held it in 27 quarters since. The position peaked at $748K in Q1 2026. 352 funds tracked by Wall St. Rank hold ED as of Q3 2026.

  • Klingman & Associates held 7,200 shares of Consolidated Edison worth $736K as of Q3 2026.
  • Klingman & Associates bought 489 Consolidated Edison shares in Q3 2026, an estimated $53K.
  • Consolidated Edison made up 0.03% of Klingman & Associates's portfolio in Q3 2026, its #175 holding.
  • Klingman & Associates first reported a position in Consolidated Edison in Q4 2014 and has held it in 27 quarters since.
  • Klingman & Associates's Consolidated Edison position peaked at $748K in Q1 2026.
  • 352 funds tracked by Wall St. Rank held Consolidated Edison as of Q3 2026.

Based on Klingman & Associates's 13F filing for Q3 2026, filed 20 Oct 2026.