§ UTILITIES
USD · Utilities

ED

CONSOLIDATED EDISON INC
USDSector · UtilitiesMarket cap · $41.7BBeta · 0.34
LAST · MARKET CLOSE · OCT 05
103.56
+0.17 ▲ 0.16%PREV CLOSE · $103.39
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
OPEN 103.30HIGH 104.01LOW 102.4452W 94.96 — 116.23
EVENTSSEP 16 · MJ BUYJUN 30 · EARNINGS +7.0%

§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY

13F FLOW
744 increased/new, 422 decreased/exited (13F)
AC 13F Analysis
INSIDER
+$106
1 txn · 90d

§ 04 · FUNDAMENTALS · THE BOOKS

P/E20.6P/B1.48
EPS (TTM)5.65Dividend3.18%
§ 05 · WHO OWNS IT
Top institutional holders
All holders →
FundShares% portΔ Q/Q
BlackRock, Inc.39.5M0.1%−1%
State Street24.9M0.1%−0%
VANGUARD CAPITAL MANAGEMENT LLC23.5Mn/an/a
VANGUARD PORTFOLIO MANAGEMENT LLC18.6Mn/an/a
Geode Capital Management10.3M0.1%+3%
LAZARD ASSET MANAGEMENT LLC7.1M1.3%+15%
◇ AC INTELLIGENCE

Top institutional owners for ED as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.

§ 06 · WHO OWNS IT · BY STRATEGY

OTHER19.4% · 0 holders
OTHER35.2% · 1,187 holders
PASSIVE / INDEX18.4% · 13 holders
DEALER / BANK16.6% · 97 holders
QUALITY / COMPOUNDER5.9% · 37 holders
INCOME / DEFENSIVE2.8% · 56 holders
TACTICAL / MACRO0.8% · 7 holders
SYSTEMATIC / QUANT0.7% · 15 holders
ACTIVIST0.2% · 1 holder
GROWTH / MOMENTUM0.0% · 1 holder
DEEP VALUE0.0% · 2 holders
◇ AC INTELLIGENCE

Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.

§ 07 · INSIDER ACTIVITY · LAST 180 DAYS

DateInsiderActionShares$ value
SEP 16Miller JosephBUY1+$106
JUN 16Miller JosephBUY1+$107
◇ AC INTELLIGENCE

2 insider buys, 0 sells in the last 180 days. Scheduled 10b5-1 sales are pre-programmed and neutral; discretionary clusters are the tape worth reading. Cross-reference with the signal stack above for context.

§ 08 · COVERAGE · OUR RECENT NOTES