EDNYSEElectric & Other Services CombinedFiscal year ends December 31
CONSOLIDATED EDISON INC
Financials through Q1 FY2026, quarter ended Mar 31, 2026Last filing: 10-Q on Aug 6, 2026
$109.69−2.57 (-2.29%)
Close on Oct 19, 2026
- Market cap
- $39.97B
- P/E (TTM)
- 18.5
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
76.1%
281M of 370M shares
Institutional holders
1,428
130 new, 96 sold out
Net institutional buying
18M
In Q2 2026
Insider trades, 12 months
4 buys · 3 sales
Net sold $1.33M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 36,307,664 | 10.10% | 13G (passive) amendment | Sep 30, 2025 |
| Vanguard Capital Management | 27,317,494 | 7.41% | 13G (passive) | Mar 31, 2026 |
| Vanguard Portfolio Management | 18,690,590 | 5.07% | 13G (passive) | Mar 31, 2026 |
| State Street Corporation | – | 7.58% | 13G (passive) amendment | Dec 31, 2023 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of ED | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 41,665,829 | 11.27% | $4.61B | +2,210,360 | 0.07% |
| State Street Corp | 25,094,015 | 6.79% | $2.78B | +214,087 | 0.08% |
| Vanguard Capital Management LLC | 24,085,197 | 6.51% | $2.66B | +586,850 | 0.06% |
| Vanguard Portfolio Management LLC | 19,117,849 | 5.17% | $2.12B | +475,865 | 0.10% |
| Geode Capital Management, LLC | 10,685,732 | 2.89% | $1.18B | +363,707 | 0.06% |
| Lazard Asset Management LLC | 8,418,678 | 2.28% | $931.36M | +1,342,840 | 1.41% |
| Deutsche Bank AG\ | 6,771,976 | 1.83% | $749.18M | +974,394 | 0.22% |
| Price T Rowe Associates Inc /Md/ | 5,638,183 | 1.52% | $623.75K | +438,589 | 0.06% |
| Morgan Stanley | 5,518,074 | 1.49% | $610.46M | +158,842 | 0.03% |
| UBS Asset Management Americas Inc | 4,847,672 | 1.31% | $536.30M | +353,000 | 0.10% |
| Norges Bank | 4,671,271 | 1.26% | $516.78M | New | 0.05% |
| Legal & General Group Plc | 4,468,517 | 1.21% | $494.35M | −72,483 | 0.10% |
| Northern Trust Corp | 3,972,340 | 1.07% | $439.46M | +41,425 | 0.05% |
| Invesco Ltd. | 3,726,451 | 1.01% | $412.26M | +108,685 | 0.03% |
| Aqr Capital Management LLC | 3,557,080 | 0.96% | $393.52M | +994,158 | 0.14% |
| ATLAS Infrastructure Partners (UK) Ltd. | 3,418,444 | 0.92% | $378.18M | +370,925 | 11.47% |
| Goldman Sachs Group Inc | 3,396,206 | 0.92% | $375.72M | +462,396 | 0.03% |
| UBS Group AG | 3,251,331 | 0.88% | $359.69M | +1,723,830 | 0.05% |
| Amundi | 2,860,038 | 0.77% | $316.41M | −1,012,366 | 0.08% |
| Charles Schwab Investment Management Inc | 2,562,876 | 0.69% | $283.53M | +85,205 | 0.04% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 1,428 | 281M | 76.1% | 130 / 617 | 394 / 96 | 30M | 12M |
| Q1 2026 | 1,424 | 264M | 71.4% | 180 / 570 | 400 / 91 | 65M | 16M |
| Q4 2025 | 1,358 | 261M | 70.5% | 174 / 502 | 421 / 100 | 24M | 17M |
| Q3 2025 | 1,308 | 254M | 68.7% | 119 / 528 | 384 / 95 | 25M | 26M |
| Q2 2025 | 1,302 | 256M | 69.2% | 135 / 517 | 374 / 113 | 22M | 21M |
| Q1 2025 | 1,301 | 256M | 69.2% | 199 / 441 | 425 / 103 | 26M | 15M |
| Q4 2024 | 1,228 | 248M | 67.0% | 181 / 452 | 352 / 127 | 24M | 14M |
| Q3 2024 | 1,200 | 238M | 64.3% | 147 / 402 | 405 / 78 | 53M | 13M |
| Q2 2024 | 1,143 | 239M | 64.6% | 86 / 411 | 402 / 71 | 18M | 22M |
| Q1 2024 | 1,142 | 244M | 65.9% | 86 / 411 | 418 / 79 | 21M | 13M |
| Q4 2023 | 1,149 | 236M | 63.7% | 154 / 386 | 398 / 65 | 24M | 15M |
| Q3 2023 | 1,075 | 227M | 61.5% | 88 / 361 | 391 / 110 | 13M | 11M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of ED | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 11,698,380 | 3.16% | $1.29B | 0.06% | Jun 30, 2026 |
| Vanguard 500 Index Fund | 9,553,725 | 2.58% | $1.06B | 0.06% | Jun 30, 2026 |
| Vanguard Mid-Cap Index Fund | 7,985,602 | 2.16% | $883.45M | 0.39% | Jun 30, 2026 |
| State Street(R) Utilities Select Sector SPDR(R) ETF | 5,996,727 | 1.62% | $663.42M | 2.87% | Jun 30, 2026 |
| Lazard Global Listed Infrastructure Portfolio | 5,335,930 | 1.44% | $590.31M | 4.75% | Jun 30, 2026 |
| iShares Core S&P 500 ETF | 5,068,966 | 1.37% | $560.78M | 0.06% | Jun 30, 2026 |
| Fidelity 500 Index Fund | 4,618,913 | 1.25% | $487.90M | 0.06% | May 31, 2026 |
| Vanguard Value Index Fund | 3,510,451 | 0.95% | $388.36M | 0.15% | Jun 30, 2026 |
| iShares MSCI USA Min Vol Factor ETF | 2,677,158 | 0.72% | $291.41M | 1.23% | Jul 31, 2026 |
| State Street(R) SPDR(R) S&P(R) Dividend ETF | 2,578,039 | 0.70% | $285.21M | 1.33% | Jun 30, 2026 |
| Vanguard Utilities Index Fund | 2,512,322 | 0.68% | $265.38M | 2.51% | May 31, 2026 |
| Vanguard Mid-Cap Value Index Fund | 2,367,007 | 0.64% | $261.86M | 0.70% | Jun 30, 2026 |
| iShares MSCI USA Quality Factor ETF | 2,065,982 | 0.56% | $224.88M | 0.48% | Jul 31, 2026 |
| Vanguard Institutional Index Fund | 2,000,640 | 0.54% | $221.33M | 0.06% | Jun 30, 2026 |
| Invesco S&P 500 Equal Weight ETF | 1,731,478 | 0.47% | $188.47M | 0.20% | Jul 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Timothy Cawley | Chairman, President & CEO, Director | 126,713 | 0.03% | Feb 20, 2026 |
| Joseph Miller | VP & Controller | 5,388 | 0.00% | Sep 16, 2026 |
| Kirkland B. Andrews | SVP & CFO | 33,616 | 0.01% | Jul 9, 2026 |
| Deneen L. Donnley | SVP and General Counsel | 32,453 | 0.01% | Mar 13, 2026 |
| Kamran Ziaee | SVP & Ch.Information Officer | 0 | – | Feb 20, 2026 |
| Robert Sanchez | President, Shared Services | 22,251 | 0.01% | Feb 20, 2026 |
| Stuart Nachmias | President & CEO CET | 11,748 | 0.00% | Feb 20, 2026 |
| Matthew Ketschke | President, CECONY | 51,743 | 0.01% | Feb 20, 2026 |
| Jennifer Hensley | SVP, Corporate Affairs | 2,259 | 0.00% | Feb 20, 2026 |
| Michele O'Connell | President & CEO, O&R | 19,940 | 0.01% | Feb 20, 2026 |
| Mary Kelly | SVP, Gas Operations | 8,073 | 0.00% | Jan 3, 2025 |
| Weinstein Tali Farhadian | Director | 0 | – | Jul 6, 2026 |
| Michael W. Ranger | Director | 101,879 | 0.03% | Jul 1, 2026 |
| Dwight A. McBride | Director | 10,876 | 0.00% | May 20, 2026 |
| Linda S. Sanford | Director | 29,711 | 0.01% | May 20, 2026 |
| Brendan Thomas Cavanagh | Director | 2,691 | 0.00% | May 20, 2026 |
| L. Frederick Sutherland | Director | 93,043 | 0.03% | May 20, 2026 |
| John F. Killian | Director | 40,533 | 0.01% | May 20, 2026 |
| William J. Mulrow | Director | 12,598 | 0.00% | May 20, 2026 |
| Karol V. Mason | Director | 11,948 | 0.00% | May 20, 2026 |
| Deirdre Stanley | Director | 30,449 | 0.01% | May 20, 2026 |
| Catherine Zoi | Director | 5,582 | 0.00% | May 20, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Joseph Miller VP & Controller | Sep 15, 2026 | Buy | +1.05 | $105.81 | $111 | 5,266 |
| Kirkland B. Andrews SVP & CFO | Jul 8, 2026 | Tax withholding | −8,524 | $112.09 | $955.46K | 33,616 |
| Weinstein Tali Farhadian Director | Jul 1, 2026 | Award | +1,277 | $110.95 | $141.68K | 1,277 |
| Michael W. Ranger Director | Jun 30, 2026 | Award | +440.66 | $110.63 | $48.75K | 101,879 |
| Joseph Miller VP & Controller | Jun 15, 2026 | Buy | +1.03 | $106.87 | $110 | 5,217 |
| John F. Killian Director | May 19, 2026 | Award | +1,596 | $106.51 | $169.99K | 40,533 |
| L. Frederick Sutherland Director | May 19, 2026 | Award | +1,596 | $106.51 | $169.99K | 93,043 |
| Dwight A. McBride Director | May 19, 2026 | Award | +1,596 | $106.51 | $169.99K | 10,876 |
| Linda S. Sanford Director | May 19, 2026 | Award | +1,596 | $106.51 | $169.99K | 29,711 |
| Michael W. Ranger Director | May 19, 2026 | Award | +1,596 | $106.51 | $169.99K | 100,613 |
| Catherine Zoi Director | May 19, 2026 | Award | +1,596 | $106.51 | $169.99K | 5,582 |
| Karol V. Mason Director | May 19, 2026 | Award | +1,596 | $106.51 | $169.99K | 11,948 |
| William J. Mulrow Director | May 19, 2026 | Award | +1,596 | $106.51 | $169.99K | 12,598 |
| Brendan Thomas Cavanagh Director | May 19, 2026 | Award | +1,596 | $106.51 | $169.99K | 2,606 |
| Deirdre Stanley Director | May 19, 2026 | Award | +1,596 | $106.51 | $169.99K | 30,449 |
| Michael W. Ranger Director | Mar 31, 2026 | Award | +430.73 | $113.18 | $48.75K | 99,017 |
| Joseph Miller VP & Controller | Mar 16, 2026 | Buy | +0.95 | $115.55 | $110 | 5,176 |
| Deneen L. Donnley SVP and General Counsel | Mar 12, 2026 | Sale | −1,922 | $113.94 | $218.99K | 32,453 |
| William J. Mulrow Director | Feb 27, 2026 | Sale | −7,912 | $112.81 | $892.55K | 10,957 |
| Stuart Nachmias President & CEO CET | Feb 18, 2026 | Option exercise | +2,006 | – | – | 11,748 |
| Stuart Nachmias President & CEO CET | Feb 18, 2026 | Returned to company | −2,006 | $113.92 | $228.52K | 9,742 |
| Jennifer Hensley SVP, Corporate Affairs | Feb 18, 2026 | Tax withholding | −264 | $113.92 | $30.07K | 2,259 |
| Jennifer Hensley SVP, Corporate Affairs | Feb 18, 2026 | Option exercise | −2,782 | – | – | 4,610 |
| Jennifer Hensley SVP, Corporate Affairs | Feb 18, 2026 | Returned to company | −2,087 | $113.92 | $237.75K | 2,523 |
| Robert Sanchez President, Shared Services | Feb 18, 2026 | Returned to company | −5,370 | $113.92 | $611.75K | 21,746 |
| Robert Sanchez President, Shared Services | Feb 18, 2026 | Option exercise | +5,370 | – | – | 27,116 |
| Michele O'Connell President & CEO, O&R | Feb 18, 2026 | Returned to company | −1,812 | $113.92 | $206.42K | 19,456 |
| Michele O'Connell President & CEO, O&R | Feb 18, 2026 | Option exercise | +1,812 | – | – | 21,268 |
| Joseph Miller VP & Controller | Feb 18, 2026 | Option exercise | +841 | $113.92 | $95.81K | 5,173 |
| Deneen L. Donnley SVP and General Counsel | Feb 18, 2026 | Option exercise | +6,405 | – | – | 40,759 |
| Deneen L. Donnley SVP and General Counsel | Feb 18, 2026 | Returned to company | −6,405 | $113.92 | $729.66K | 34,354 |
| Matthew Ketschke President, CECONY | Feb 18, 2026 | Option exercise | +8,217 | – | – | 50,642 |
| Matthew Ketschke President, CECONY | Feb 18, 2026 | Returned to company | −8,217 | $113.92 | $936.08K | 42,425 |
| Timothy Cawley Chairman, President & CEO, Director | Feb 18, 2026 | Returned to company | −33,773 | $113.92 | $3.85M | 126,709 |
| Timothy Cawley Chairman, President & CEO, Director | Feb 18, 2026 | Option exercise | +33,773 | – | – | 160,482 |
| Matthew Ketschke President, CECONY | Dec 31, 2025 | Tax withholding | −130 | $99.89 | $12.99K | 42,425 |
| Matthew Ketschke President, CECONY | Dec 31, 2025 | Option exercise | +5,500 | – | – | 42,555 |
| Michael W. Ranger Director | Dec 31, 2025 | Award | +490.84 | $99.32 | $48.75K | 97,822 |
| Timothy Cawley Chairman, President & CEO, Director | Dec 31, 2025 | Tax withholding | −11,436 | $99.89 | $1.14M | 126,605 |
| Timothy Cawley Chairman, President & CEO, Director | Dec 31, 2025 | Option exercise | +22,400 | – | – | 138,041 |
| Michele O'Connell President & CEO, O&R | Dec 31, 2025 | Option exercise | +1,200 | – | – | 19,889 |
| Michele O'Connell President & CEO, O&R | Dec 31, 2025 | Tax withholding | −433 | $99.89 | $43.25K | 19,456 |
| Stuart Nachmias President & CEO, CET | Dec 31, 2025 | Option exercise | +1,300 | – | – | 10,181 |
| Stuart Nachmias President & CEO, CET | Dec 31, 2025 | Tax withholding | −469 | $99.89 | $46.85K | 9,712 |
| Robert Sanchez Pres., Shared Services, CECONY | Dec 31, 2025 | Option exercise | +3,600 | – | – | 21,733 |
| Robert Sanchez Pres., Shared Services, CECONY | Dec 31, 2025 | Tax withholding | −85 | $99.89 | $8.49K | 21,648 |
| Joseph Miller VP & Controller | Dec 31, 2025 | Option exercise | +600 | – | – | 4,332 |
| Joseph Miller VP & Controller | Dec 31, 2025 | Tax withholding | −15 | $99.89 | $1.50K | 4,317 |
| Deneen L. Donnley SVP and General Counsel | Dec 31, 2025 | Option exercise | +4,300 | – | – | 36,665 |
| Deneen L. Donnley SVP and General Counsel | Dec 31, 2025 | Tax withholding | −2,378 | $99.89 | $237.54K | 34,287 |
| Jennifer Hensley SVP, Corporate Affairs | Dec 31, 2025 | Tax withholding | −766 | $99.89 | $76.52K | 1,780 |
| Jennifer Hensley SVP, Corporate Affairs | Dec 31, 2025 | Option exercise | +1,900 | – | – | 2,546 |
| Joseph Miller VP & Controller | Dec 15, 2025 | Buy | +1.06 | $97.68 | $104 | 3,665 |
| John F. Killian Director | Dec 11, 2025 | Sale | −2,276 | $96.89 | $220.52K | 38,661 |
| Brendan Thomas Cavanagh Director | Oct 1, 2025 | Award | +1,010 | $98.17 | $99.15K | 1,010 |
| Michael W. Ranger Director | Sep 30, 2025 | Award | +484.98 | $100.52 | $48.75K | 96,481 |
| Joseph Miller VP & Controller | Sep 15, 2025 | Buy | +1.06 | $97.46 | $103 | 3,647 |
| Kirkland B. Andrews SVP & CFO | Jul 8, 2025 | Tax withholding | −8,753 | $99.31 | $869.26K | 42,140 |
| Michael W. Ranger Director | Jun 30, 2025 | Award | +485.8 | $100.35 | $48.75K | 95,157 |
| Joseph Miller VP & Controller | Jun 16, 2025 | Buy | +0.98 | $103.96 | $102 | 3,629 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| L. Donnley Deneen Officer | Mar 12, 2026 | 1,922 | $218.99K | Mar 12, 2026 | Restricted stock vesting under a registered plan |
| William J. Mulrow Director | Feb 27, 2026 | 7,912 | $891.74K | Feb 27, 2026 | stock award |
| John F. Killian Director | Dec 11, 2025 | 2,276 | $218.66K | Dec 11, 2025 | Stock Award |
| John F. Killian Director | May 22, 2024 | 1,500 | $146.10K | May 22, 2024 | Stock Award |