What is the 13F Pro Quality Score for ED?

13F Pro ranks CONSOLIDATED EDISON INC (ED) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View ED's current score at https://13fpro.ai/research/ED (free sign-up required for the full ranking).

Which hedge funds own the most ED stock?

Based on the most recent Form 13F-HR filings on SEC EDGAR, the largest reported institutional holders of ED include BlackRock,, STATE STREET, VANGUARD CAPITAL MANAGEMENT. Holdings are reported quarterly within 45 days of quarter-end and updated on https://13fpro.ai/research/ED as soon as new 13F filings post.

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.

What sector is ED in?

CONSOLIDATED EDISON INC (ED) is classified in the Utilities sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/utilities.

What drives ED's revenue?

Per CONSOLIDATED EDISON INC's latest 10-Q filed with the SEC on 2026-05-07, the biggest revenue drivers are: CECONY Electric ($2,758M, +2.7% YoY); CECONY Gas ($1,464M, +4.5% YoY); CECONY Steam ($432M, +22.0% YoY). Figures are extracted from the filing text and machine-verified against the document. Full breakdown at https://13fpro.ai/research/ED.

What are ED's largest expenses?

CONSOLIDATED EDISON INC's latest 10-Q reports these as the largest expense items: Purchased power ($756M, +4.9% YoY); Taxes, other than income taxes ($1,035M, +9.3% YoY); Depreciation and amortization ($572M, +1.4% YoY). Sourced directly from SEC EDGAR filing text for Q1 2026 (quarter ended March 31, 2026).

How often is ED research updated on 13F Pro?

ED's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

CONSOLIDATED EDISON INC(ED)Stock Analysis

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13F Pro Quality Score

71.6/100

Rank #255 of 2,879 stocksTOP 10%

View Utilities peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.

Revenue Growth

61.3/100

Profitability

77.0/100

Balance Sheet

58.7/100

Earnings Quality

24.6/100

Free Cash Flow

79.5/100

Institutional Flow

82.0/100

Revenue Scale

91.8/100

Dilution Risk

81.5/100

ED Stock Analysis & AI Quality Score

AI stock analysis and institutional research for CONSOLIDATED EDISON INC (ED), a Utilities sector company. 13F Pro's AI-powered ranking engine scores ED at 71.6/100 on a 32-signal composite quality model, placing it at rank #255 of 2,879 stocks — the top 10% of the AI-ranked universe. ED scores in the top quartile across revenue scale (91.8), institutional flow (82.0), free cash flow (79.5). Areas of concern include earnings quality (24.6), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q1 2026), CONSOLIDATED EDISON INC reports quarterly revenue of $5.1B, net income of $924.0M, free cash flow of $174.0M. 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. CONSOLIDATED EDISON INC's 13F Pro composite quality score has ranged between 8 and 72 since 2021, currently 71.6 — an improving long-term trajectory across 56 quarterly and live scoring snapshots.

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Fun facts about CONSOLIDATED EDISON INC

Quirks, history, and lore behind ED — the kind of stuff that makes a stock memorable.

1
The Basics
U.S. regulated utility company · large-cap · listed on the NYSE · headquartered in New York City.
2
The Numbers
Annual revenue in the range of $14–15 billion, with a reputation as one of the most reliable dividend payers in the S&P 500 — consecutive increases stretching back nearly five decades.
3
The History
Its roots trace back to Thomas Edison's original Pearl Street Station in Manhattan, the world's first commercial power plant, which fired up in 1882.
4
The Secret
Beneath New York City's streets lies one of the most complex underground steam systems in the world — yes, steam — and this company still runs it.
5
The Lore
Those iconic wisps of steam rising from orange-and-white street vents in every New York movie? That's this company's century-old infrastructure making its Hollywood cameo.
6
The Giveaway
If you live in New York City or Westchester County and flip on a light, you're almost certainly their customer — the utility that's kept Gotham's lights on since Edison himself threw the switch.

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

AI-extracted from CONSOLIDATED EDISON INC's 10-Q filed 2026-05-07 — Q1 2026 (quarter ended March 31, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.

Con Edison reported net income of $924M (up 17% YoY) driven by a $189M pretax gain on sale of Mountain Valley Pipeline equity interest, offsetting modest operational headwinds at the utilities.

Biggest Revenue Drivers

Total revenue: $5,095M+6.2% YoY

CECONY Electric$2,758M+2.7% YoY

Higher unbilled revenue and electric rate plan increases, partially offset by lower purchased power unit costs.

CECONY Gas$1,464M+4.5% YoY

Higher gas purchased for resale costs passed through to customers.

CECONY Steam$432M+22.0% YoY

Higher fuel costs and steam rate plan increase.

Largest Expense Items

Purchased power$756M+4.9% YoY

Higher unit costs offset by lower volumes at CECONY.

Taxes, other than income taxes$1,035M+9.3% YoY

Higher property taxes, state and local revenue taxes, and payroll tax rate increases.

Depreciation and amortization$572M+1.4% YoY

Higher utility plant balances.

Margins: Operating income rose to $1,177M from $1,125M YoY (+4.6%), with improved CECONY electric operations offset by lower gas margins. The operating income gain reflects higher rate base recovery and customer cost pass-throughs, though elevated operating expenses and property taxes pressured margins. Excluding the MVP gain, operating performance was stable.

Watch Items from the Filing

Aged customer accounts receivable remain elevated: CECONY $1,352M (60+ days old) vs. $1,427M year-end; O&R $28M vs. $27M. Slow recovery continues to pressure liquidity and working capital. Regulatory mechanisms cap recovery to customer bill impacts of 0.5%.
CECONY gas main weld defect investigation ongoing with NYSDPS; third-party contractor fraud disclosed to law enforcement. Gas rate plan provides $33.3M annual recovery (subject to refund) through 2028; amount of loss unestimatable.
Con Edison Transmission completed sale of ~6.6% equity interest in Mountain Valley Pipeline for $357.5M gross proceeds, yielding $189M pretax gain ($134M after-tax, or $0.37/share). This non-recurring item boosted Q1 earnings materially.
Operating cash flow declined to $174M from $837M YoY, primarily driven by $348M higher recoverable energy costs and $137M increase in prepayments, reflecting working capital pressures and higher commodity hedges.
Interest expense on long-term debt rose $16M YoY to $308M; commercial paper outstanding $869M at 4.0% weighted average rate. Long-term debt fair value of $23.2B down from $23.6B YoY due to rising rates.

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

Read the full 10-Q on SEC EDGAR →Share on X

Revenue

Q1 2026

$5.1B

Net Income

Q1 2026

$924.0M

Free Cash Flow

Q1 2026

$174.0M

ROIC

Q1 2026

4.6%

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro+

Revenue

+10.9% YoY

$16.92BFY 2025

FY20 $12.25BFY22 $15.67BFY24 $15.26BFY25 $16.92B

Net Income

+11.2% YoY

$2.0MFY 2025

FY20 $1.10BFY22 $1.66BFY24 $1.8MFY25 $2.0M

Operating Income

+9.9% YoY

$2.94BFY 2025

FY20 $2.65BFY22 $2.62BFY24 $2.67BFY25 $2.94B

EPS (Diluted)

+7.6% YoY

$5.64FY 2025

FY20 $3.28FY22 $4.66FY24 $5.24FY25 $5.64

Total Assets

+5.7% YoY

$74.60BFY 2025

FY20 $62.90BFY22 $69.06BFY24 $70.56BFY25 $74.60B

Total Debt

+5.4% YoY

$26.05BFY 2025

FY20 $24.48BFY22 $24.84BFY24 $24.71BFY25 $26.05B

Op. Cash Flow

+32.8% YoY

$4.80BFY 2025

FY20 $2.20BFY22 $3.94BFY24 $3.61BFY25 $4.80B

Metric	FY 2025	FY 2024	FY 2022	FY 2020	FY 2019	FY 2018
Revenue	$16.92B +10.9%	$15.26B -2.6%	$15.67B +28.0%	$12.25B -2.6%	$12.57B +1.9%	$12.34B
Net Income	$2.0M +11.2%	$1.8M -99.9%	$1.66B +50.8%	$1.10B -18.0%	$1.34B -2.8%	$1.38B
Operating Income	$2.94B +9.9%	$2.67B +1.8%	$2.62B -1.1%	$2.65B -0.8%	$2.68B +0.5%	$2.66B
EPS (Diluted)	$5.64 +7.6%	$5.24 +12.4%	$4.66 +42.1%	$3.28 -19.6%	$4.08 -7.7%	$4.42
Total Assets	$74.60B +5.7%	$70.56B +2.2%	$69.06B +9.8%	$62.90B +8.3%	$58.08B +7.7%	$53.92B
Total Debt	$26.05B +5.4%	$24.71B -0.5%	$24.84B +1.5%	$24.48B +14.3%	$21.42B +9.2%	$19.62B
Operating Cash Flow	$4.80B +32.8%	$3.61B -8.2%	$3.94B +79.0%	$2.20B -29.9%	$3.13B +16.3%	$2.69B

AI Insight: ED Financial Trends

ConEd delivered strong seasonal performance with Q1 2025 revenue up 12% to $4.8B versus prior year, though quarterly volatility remains high.

• Revenue in Q1 2025 increased to $4,798M from $4,280M in Q1 2024, reflecting solid year-over-year growth.

• Net income in Q1 2025 rose to $791M from $720M in Q1 2024, showing improved profitability.

• Total debt increased to $26,051M in Q4 2025 from $24,710M in Q4 2024.

• Equity grew to $24,190M in Q4 2025 from $21,615M in Q1 2024.

⚠ Operating cash flow remains highly volatile, swinging from $504M in Q3 2025 to $1,480M in Q4 2025.

⚠ Summer quarters consistently show weaker operating performance versus winter quarters across both years.

AI Insight: ED Ratio Trends

Consolidated Edison shows strong seasonal volatility with Q1 and Q3 margins consistently outperforming weak Q2 and Q4 periods.

• Operating margin follows distinct seasonal pattern with Q1 2025 at 23.4% and Q3 2025 at 21.4% versus Q2 2025 at 9.9% and Q4 2025 at 12.2%.

• ROIC showed significant improvement in Q1 2025 to 18.9% from 9.3% in Q1 2024, then declined to 3.9% in Q4 2025.

• Debt-to-equity ratio remained stable at 1.08 in Q4 2025, matching TTM and Q2 2024 levels.

⚠ ROIC dropped dramatically from 16.0% in Q3 2025 to 3.9% in Q4 2025, the lowest quarterly reading in the data.

⚠ Net profit margin compressed to 7.4% in Q4 2025 from 15.2% in Q3 2025, following the seasonal downturn pattern.

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Available Research

13F Pro tracks comprehensive data for CONSOLIDATED EDISON INC including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of ED

BlackRock, Inc.
$4.5B39,455,469 sh
STATE STREET CORP
$2.8B24,879,928 sh
VANGUARD CAPITAL MANAGEMENT LLC
$2.7B23,498,347 sh
VANGUARD PORTFOLIO MANAGEMENT LLC
$2.1B18,641,984 sh
GEODE CAPITAL MANAGEMENT, LLC
$1.2B10,322,025 sh
LAZARD ASSET MANAGEMENT LLC
$800.8M7,075,838 sh
DEUTSCHE BANK AG\
$656.2M5,797,582 sh
MORGAN STANLEY
$606.6M5,359,232 sh
Legal & General Group Plc
$514.0M4,541,000 sh
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME
$508.7M4,494,672 sh

Fund	Value	Shares
BlackRock, Inc.	$4.5B	39,455,469
STATE STREET CORP	$2.8B	24,879,928
VANGUARD CAPITAL MANAGEMENT LLC	$2.7B	23,498,347
VANGUARD PORTFOLIO MANAGEMENT LLC	$2.1B	18,641,984
GEODE CAPITAL MANAGEMENT, LLC	$1.2B	10,322,025
LAZARD ASSET MANAGEMENT LLC	$800.8M	7,075,838
DEUTSCHE BANK AG\	$656.2M	5,797,582
MORGAN STANLEY	$606.6M	5,359,232
Legal & General Group Plc	$514.0M	4,541,000
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME	$508.7M	4,494,672

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Is ED a good stock to buy?

13F Pro's AI-powered analysis of CONSOLIDATED EDISON INC (ED) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Utilities sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for ED are available on the ED stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.

Which hedge funds own ED?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling ED. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of CONSOLIDATED EDISON INC's investment landscape.