ED is the ticker symbol for CONSOLIDATED EDISON INC, a publicly traded Utilities sector company listed on NYSE. 13F Pro tracks ED with AI-powered analysis, an AI quality score, SEC EDGAR financials, insider transactions, and institutional 13F holdings — all sourced directly from public SEC filings.

Is ED a good stock to buy?

13F Pro's AI ranking engine scores ED at 59.9/100, ranked #895 of 2,925 stocks on a composite quality score built from its SEC filings, covering profitability, growth, balance sheet strength, and free cash flow. The full AI verdict and bull/bear case for ED is available at https://13fpro.ai/company/ED. Not investment advice — review the underlying SEC filings before making any trade.

Where does 13F Pro source ED data?

All CONSOLIDATED EDISON INC fundamentals and ownership data come directly from SEC EDGAR. CONSOLIDATED EDISON INC files with the SEC under CIK 1047862. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

CONSOLIDATED EDISON INC ED

NYSELarge CapUtilities

13F Pro quality score

Rank #895 of 2,925TOP 50%

Why it scores 60 Utilities peers →

Rankings refresh quarterly once 80% of peers have filed. Next update: ~Nov 14, 2026.

Revenue

$4.07B

Quarter to Jun 30

Net income

$308.00M

Quarter to Jun 30

Operating margin

13.6%

Quarter to Jun 30

Top Institutional Holders

as of Q2 2026

$31.09B total

BlackRock, Inc.

$4.61B+5.6%

STATE STREET CORP

$2.78B+0.9%

VANGUARD CAPITAL MANAGEMENT LLC

$2.66B+2.5%

VANGUARD PORTFOLIO MANAGEMENT LLC

$2.12B+2.6%

GEODE CAPITAL MANAGEMENT, LLC

$1.18B+3.5%

LAZARD ASSET MANAGEMENT LLC

$931.36M+19.0%

DEUTSCHE BANK AG\

$749.18M+16.8%

PRICE T ROWE ASSOCIATES INC /MD/

$623.75M+8.4%

MORGAN STANLEY

$610.46M+3.0%

UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME

$536.30M+7.9%

NORGES BANK

$516.78M--

Legal & General Group Plc

$494.35M-1.6%

NORTHERN TRUST CORP

$439.46M+1.1%

Invesco Ltd.

$412.26M+3.0%

AQR CAPITAL MANAGEMENT LLC

$393.52M+38.8%

ATLAS Infrastructure Partners (UK) Ltd.

$378.18M+12.2%

GOLDMAN SACHS GROUP INC

$375.72M+15.8%

UBS Group AG

$359.69M+112.9%

Amundi

$316.41M-26.1%

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

$283.53M+3.4%

BARCLAYS PLC

$248.30M+229.7%

JPMORGAN CHASE & CO

$232.67M-21.0%

Bank of New York Mellon Corp

$231.01M-2.3%

VANGUARD FIDUCIARY TRUST CO

$228.95M+1.9%

CITADEL ADVISORS LLC

$218.93M+19.2%

See all 1,439 institutional holders →

What's Driving ED's Business? Latest 10-Q Breakdown

24/24 datapoints verified

AI-extracted from the 10-Q filed 2026-08-06 — Q2 FY2026 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.

Con Edison's Q2 FY2026 revenue rose 13% YoY to $4.07B and operating income jumped from $355M to $552M as electric/gas/steam rate plan increases and cost recovery outpaced higher purchased power and tax expenses.

Biggest Revenue Drivers

Electric$3,139M+13% YoY

Driven by higher purchased power expenses, amortization of deferred costs, higher unbilled revenue, and an increase in revenues from the electric rate plan

Gas$811M+14% YoY

Higher gas non-firm revenues, an increase in revenue from the gas rate plan, and amortization of deferred costs

Biggest Revenue Drivers

Total revenue: $4.07B+13% YoY

Electric$3,139M+13% YoY

Driven by higher purchased power expenses, amortization of deferred costs, higher unbilled revenue, and an increase in revenues from the electric rate plan

Gas$811M+14% YoY

Higher gas non-firm revenues, an increase in revenue from the gas rate plan, and amortization of deferred costs

Steam$118M+11% YoY

An increase in revenue from the steam rate plan and higher fuel and purchased power expenses recovered in rates

Non-utility$1Mflat YoY

Largest Expense Items

Taxes, other than income taxes$977M+9% YoY

Primarily higher property taxes and higher state and local revenue taxes

Other operations and maintenance$913M-1% YoY

Lower pension and postretirement benefit costs and lower surcredits for assessments/fees, offset in part by higher injuries and damages costs

Purchased power$837M+29% YoY

Higher unit costs and higher purchased volumes

Margins: Operating income rose to $552M from $355M as electric, gas and steam rate plan increases and cost recovery mechanisms outpaced growth in purchased power, fuel and tax expenses.

Watch Items from the Filing

CECONY's aged customer receivables (>60 days) were $1,385M of a $2,898M total balance at June 30, 2026, versus just $408M of $1,322M in February 2020, pre-pandemic, continuing to pressure liquidity.
In July 2026 the NYSPSC ordered CECONY and O&R to show cause why it should not commence a prudence review and administrative penalty proceeding over EV make-ready program data deficiencies; loss is not estimable.
Six-month EPS included a one-time $0.37/share ($134M after-tax) gain from Con Edison Transmission's sale of its Mountain Valley Pipeline equity interest, a non-recurring item inflating growth optics.
CECONY's gas main weld non-conformance matter remains under NYSDPS investigation with unestimable potential loss; $100 million of gas revenue (2026-2028) is subject to refund related to this matter.
Con Edison estimates aggregate undiscounted potential Superfund remediation liability for manufactured gas plant sites could range up to $3,540 million.

AI-extracted and verified against SEC EDGAR filing text. Not investment advice.

Read the full 10-Q on SEC EDGAR →

Key Metrics

Revenue

Q2 2026

EDGAR

Net Income

Q2 2026

EDGAR

EPS (Diluted)

Q2 2026

EDGAR

Operating Margin

Q2 2026

EDGAR

ROIC

Q2 2026

EDGAR

Debt/Equity

Q2 2026

EDGAR

Financial Trends

Revenue & Net Income

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Earnings Per Share

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CONSOLIDATED EDISON INC reported revenue, net income and margins by fiscal period, from SEC filings.
Period	Form	Revenue	Net income	Op. marginOperating margin
FY 2025	10-K	$16.9B	$2.0B	17.3%
FY 2024	10-K	$15.3B	$1.8B	17.5%
FY 2023	10-K	$14.7B	$2.5B	21.8%
FY 2022	10-K	$15.7B	$1.7B	16.8%
FY 2021	10-K	$13.7B	$1.3B	20.7%
FY 2020	10-K	$12.2B	$1.1B	21.7%

About CONSOLIDATED EDISON INC (ED): stock profile, AI score and financials

CONSOLIDATED EDISON INC (ED) stock profile, AI quality score, and SEC EDGAR financial data, a Utilities sector company. 13F Pro's AI-powered ranking engine scores ED at 59.9/100 on a composite quality score built from its SEC filings, placing it at rank #895 of 2,925 stocks — the top half of the AI-ranked universe. ED scores in the top quartile across revenue scale (91.4), institutional flow (80.3). Areas of concern include earnings quality (23.6) and free cash flow (31.4), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q2 2026), CONSOLIDATED EDISON INC reports quarterly revenue of $4.1B, net income of $308.0M, an operating margin of 13.6%. Top institutional holders of ED by reported 13-F value include BlackRock, STATE STREET, VANGUARD CAPITAL MANAGEMENT, based on the most recent SEC filings. ED trades on the NYSE exchange and files with the SEC under CIK 1047862. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate ED daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for CONSOLIDATED EDISON INC directly from SEC EDGAR.

Financials through the period ended Jun 30, 2026SEC EDGAR: CIK 1047862 →

CONSOLIDATED EDISON INC ED

Top Institutional Holders

What's Driving ED's Business? Latest 10-Q Breakdown

Biggest Revenue Drivers

Biggest Revenue Drivers

Largest Expense Items

Watch Items from the Filing

Key Metrics

Financial Trends

Revenue & Net Income

Earnings Per Share

ED key financials by period

ED insiders

Congress trading in ED

About CONSOLIDATED EDISON INC (ED): stock profile, AI score and financials

CONSOLIDATED EDISON INC ED

Top Institutional Holders

What's Driving ED's Business? Latest 10-Q Breakdown

Biggest Revenue Drivers

Key Metrics

Financial Trends

Revenue & Net Income

Earnings Per Share

ED key financials by period

Companies similar to ED

ED insiders

Congress trading in ED

About CONSOLIDATED EDISON INC (ED): stock profile, AI score and financials