KRAEMATON INVESTMENT ADVISORS, INC ED — CONSOLIDATED EDISON INC

Ownership history in KRAEMATON INVESTMENT ADVISORS, INC  ·  19 quarters on record

AI Ownership Summary

KRAEMATON INVESTMENT ADVISORS, INC reported CONSOLIDATED EDISON INC (ED) in 19 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.93% in 2025 Q1. The latest visible filing shows ED at 0.65% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ED ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was KRAEMATON INVESTMENT ADVISORS, INC's position in CONSOLIDATED EDISON INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

ED was reported at 0.65% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.93% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

ED stock page KRAEMATON INVESTMENT ADVISORS, INC fund profile KRAEMATON INVESTMENT ADVISORS, INC full holdings
How KRAEMATON INVESTMENT ADVISORS, INC held ED — position size vs. price
% of Fund (quarterly)    ED price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 7,944 +24 +0.3% 0.65% $879K 2026-07-24 $112.09
2026 Q1 REDUCED — — — 7,920 -289 -3.5% 0.73% $896K 2026-05-13 $105.30
2025 Q4 REDUCED — — — 8,209 -10 -0.1% 0.65% $815K 2026-01-21 $101.34
2025 Q3 ADDED — — — 8,219 +25 +0.3% 0.71% $826K 2025-11-07 $95.36
2025 Q2 REDUCED — — — 8,194 -108 -1.3% 0.78% $822K 2025-07-22 $99.44
2025 Q1 ADDED — — — 8,302 +24 +0.3% 0.93% $918K 2025-04-14 $106.85
2024 Q4 ADDED — — — 8,278 +25 +0.3% 0.73% $739K 2025-01-15 $85.12
2024 Q3 REDUCED 7.4% -13.6% ✅ 8,253 -660 -7.4% 0.84% $859K 2024-11-08 $91.78
2024 Q2 ADDED — — — 8,913 +21 +0.2% 0.81% $797K 2024-07-12 $85.52
2024 Q1 REDUCED — — — 8,892 -465 -5.0% 0.81% $808K 2024-05-03 $87.90
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding ED

As of 2026 Q2 — sorted by position size

ATLAS Infrastructure Partners (UK) Ltd. 3Y 11.47% Clean Energy Transition LLP 3Y 4.77% Windle Wealth, LLC 3Y 3.89% TOBAM 3Y 7Y 2.14% High Point Wealth Management, LLC 2.1% LEGACY FINANCIAL INDEPENDENT ADVISORS LLC 2.05% Welch Group, LLC 3Y 7Y 2.01% Harrison Street Private Wealth LLC 1.88% Dougherty & Associates, LLC 1.8% RD Lewis Holdings, Inc. 1.69%

FAQ About KRAEMATON INVESTMENT ADVISORS, INC and ED

These are the practical questions this page is built to answer before you even open the full history table.

How long has KRAEMATON INVESTMENT ADVISORS, INC reported owning ED?

KRAEMATON INVESTMENT ADVISORS, INC reported ED across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported ED position in KRAEMATON INVESTMENT ADVISORS, INC's portfolio?

The largest reported portfolio weight for ED was 0.93% in 2025 Q1.

What is the latest reported ED position on this page?

The most recent filing on this page is 2026 Q2, when KRAEMATON INVESTMENT ADVISORS, INC reported 7,944 shares, equal to 0.65% of portfolio, with an estimated market value of $879K.

What does the chart on this ED ownership page compare?

The chart compares KRAEMATON INVESTMENT ADVISORS, INC's quarterly ED portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did KRAEMATON INVESTMENT ADVISORS, INC time their ED position?

Based on 13F filing dates vs. subsequent ED price moves, KRAEMATON INVESTMENT ADVISORS, INC correctly timed 11 out of 18 reported position changes (61%). The annualised alpha on ED relative to SPY over the holding period was -1.9%.

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