David Katz - Matrix Asset Advisors
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    105
Portfolio value:    $1,090,209,468
Holdings Activity Buys Sells    History
Holding/activity history for  Consolidated Edison, Inc. (ED)
← All ED superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2022   Q1 0 0.00 Sell 100.00% 1.11 $80.11–95.74 · VW $90.18i SEC
2021   Q4 100,141 1.11 Reduce 21.29% 0.28 $71.52–85.60 · VW $80.81i $8,544,000 SEC
2021   Q3 127,232 1.30 Add 12.16% 0.14 $71.17–78.76 · VW $74.17i $9,236,000 SEC
2021   Q2 113,438 1.17 Add 3.22% 0.04 $71.55–80.43 · VW $74.57i $8,136,000 SEC
2021   Q1 109,901 1.23 Add 25.98% 0.25 $65.56–76.05 · VW $72.14i $8,221,000 SEC
2020   Q4 87,240 1.06 Add 25.04% 0.21 $69.28–83.92 · VW $75.16i $6,305,000 SEC
2020   Q3 69,772 1.06 Buy 1.06 $69.30–78.06 · VW $75.05i $5,428,000 SEC
2015   Q4 0 0.00 Sell 100.00% 0.27 $60.30–67.94 · VW $64.17i SEC
2015   Q3 27,630 0.27 Reduce 30.27% 0.09 $57.71–67.37 · VW $63.98i $1,847,000 SEC
2015   Q2 39,626 0.29 Add 12.77% 0.03 $56.86–63.03 · VW $59.26i $2,294,000 SEC
2015   Q1 35,140 0.25 Reduce 11.93% 0.04 $58.65–72.25 · VW $63.97i $2,144,000 SEC
2014   Q4 39,899 0.30 Reduce 22.33% 0.08 $56.40–68.92 · VW $63.78i $2,634,000 SEC
2014   Q3 51,373 0.34 Add 5.17% 0.02 $54.58–58.12 · VW $56.45i $2,911,000 SEC
2014   Q2 48,847 0.32 Add 8.44% 0.02 $52.87–58.57 · VW $56.39i $2,820,000 SEC
2014   Q1 45,047 0.29 Add 4.14% 0.01 $52.23–56.68 · VW $54.19i $2,417,000 SEC
2013   Q4 43,258 0.29 Add 27.88% 0.06 $54.17–59.24 · VW $56.23i $2,391,000 SEC
2013   Q3 33,826 0.25 Add 7.71% 0.02 $54.51–60.85 · VW $56.83i $1,865,000 SEC
2013   Q2 31,404 0.26 Add 48.90% 0.09 $55.42–64.03 · VW $59.25i $1,831,000 SEC
2013   Q1 21,090 0.19 Add 22.33% 0.03 $54.95–61.13 · VW $59.04i $1,287,000 SEC
2012   Q4 17,240 0.16 Add 4.01% <0.01 $53.63–60.83 · VW $56.67i $958,000 SEC
2012   Q3 16,575 0.15 Add 9.15% 0.01 $59.01–65.98 · VW $61.63i $993,000 SEC
2012   Q2 15,185 0.14 Add 6.52% <0.01 $57.01–63.64 · VW $60.95i $944,000 SEC
2012   Q1 14,255 0.11 Add 21.47% 0.02 $56.99–62.26 · VW $59.22i $833,000 SEC
2011   Q4 11,735 0.10 Add 10.40% <0.01 $54.72–62.74 · VW $59.83i $728,000 SEC
2011   Q3 10,630 0.09 Add 9.08% <0.01 $49.18–58.79 · VW $55.00i $606,000 SEC
2011   Q2 9,745 0.06 Add 28.82% 0.01 $49.80–54.36 · VW $52.47i $519,000 SEC
2011   Q1 7,565 0.05 Add 53.76% 0.02 $48.55–50.90 · VW $50.06i $384,000 SEC
2010   Q4 4,920 0.03 Buy 0.03 $47.51–51.03 · VW $49.37i $244,000 SEC
1999   Q2 0 0.00 Sell 100.00% 0.10 $43.88–49.88 · VW $46.33i SEC
1999   Q1 5,400 0.10 $45.37 $245,000 SEC
Price snapshot:
Current price$111.82
52-week low$92.96
52-week high$115.26