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/company/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/company/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 2026-08-06, the biggest revenue drivers are: Electric ($3,139M, +13% YoY); Gas ($811M, +14% YoY); Steam ($118M, +11% YoY). Figures are extracted from the filing text and machine-verified against the document. Full breakdown at https://13fpro.ai/company/ED.

What are ED's largest expenses?

CONSOLIDATED EDISON INC's latest 10-Q reports these as the largest expense items: Taxes, other than income taxes ($977M, +9% YoY); Other operations and maintenance ($913M, -1% YoY); Purchased power ($837M, +29% YoY). Sourced directly from SEC EDGAR filing text for Q2 FY2026 (quarter ended June 30, 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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SEC EDGAR: CIK 1047862 ED stock profile & AI dashboard →

13F Pro Quality Score

67.3/100

Rank #369 of 2,961 stocksTOP 25%

View Utilities peers →

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

Revenue Growth

56.0/100

Profitability

69.8/100

Balance Sheet

59.3/100

Earnings Quality

33.1/100

Free Cash Flow

77.7/100

Institutional Flow

81.1/100

Revenue Scale

91.5/100

Dilution Risk

81.4/100

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Why ED Scores 67/100

exact factor attribution · 2026-09-11

ED's composite is driven by scale and free cash flow, held back by earnings quality. Bars show each factor's exact push vs. a median company, using the same weights the ranking engine applies.

Scale

+6.2 pts

92th pct

Free cash flow

+4.2 pts

78th pct

Profitability

+3.0 pts

70th pct

Shareholder dilution

+1.6 pts

81th pct

Institutional flow

+1.6 pts

81th pct

Revenue growth

+1.2 pts

56th pct

Capital efficiency

+0.9 pts

59th pct

Earnings growth

+0.4 pts

59th pct

Earnings quality

-1.7 pts

33th pct

Factor percentiles are cross-sectional ranks across the ~2,800-stock scored universe, computed from SEC EDGAR filings. Not investment advice.

ED Stock Analysis & AI Quality Score

Data updated 2026-09-11

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 67.3/100 on a 32-signal composite quality model, placing it at rank #369 of 2,961 stocks — the top 25% of the AI-ranked universe. ED scores in the top quartile across revenue scale (91.5), institutional flow (81.1), free cash flow (77.7). Areas of concern include earnings quality (33.1), 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, an operating margin of 23.1%. 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 58 and 70 since 2021, currently 67.3 — an improving long-term trajectory across 67 quarterly and live scoring snapshots.

✦

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

✓ 24/24 datapoints verified

AI-extracted from CONSOLIDATED EDISON INC's 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 →Share on X

Revenue

Q1 2026

$5.1B

Net Income

Q1 2026

$924.0M

Operating Margin

Q1 2026

23.1%

ROIC

Q1 2026

18.4%

Period

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro

Revenue

+10.9% YoY

$16.92BFY 2025

FY22 $15.67BFY23 $14.66BFY24 $15.26BFY25 $16.92B

Net Income

+11.2% YoY

$2.02BFY 2025

FY22 $1.66BFY23 $2.52BFY24 $1.82BFY25 $2.02B

Operating Income

+9.9% YoY

$2.94BFY 2025

FY22 $2.62BFY23 $3.20BFY24 $2.67BFY25 $2.94B

EPS (Diluted)

+7.6% YoY

$5.64FY 2025

FY22 $4.66FY23 $7.21FY24 $5.24FY25 $5.64

Total Assets

+5.7% YoY

$74.60BFY 2025

FY22 $69.06BFY23 $66.33BFY24 $70.56BFY25 $74.60B

Total Debt

+5.4% YoY

$26.05BFY 2025

FY22 $24.84BFY23 $22.49BFY24 $24.71BFY25 $26.05B

Op. Cash Flow

+32.8% YoY

$4.80BFY 2025

FY22 $3.94BFY23 $2.16BFY24 $3.61BFY25 $4.80B

Free Cash Flow

—FY 2025

FY22 $-530.0MFY23 —FY24 —FY25 —

Metric	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021	FY 2020
Revenue	$16.92B +10.9%	$15.26B +4.0%	$14.66B -6.4%	$15.67B +14.6%	$13.68B +11.7%	$12.25B
Net Income	$2.02B +11.2%	$1.82B -27.7%	$2.52B +51.7%	$1.66B +23.3%	$1.35B +22.3%	$1.10B
Operating Income	$2.94B +9.9%	$2.67B -16.5%	$3.20B +21.8%	$2.62B -7.1%	$2.83B +6.5%	$2.65B
EPS (Diluted)	$5.64 +7.6%	$5.24 -27.3%	$7.21 +54.7%	$4.66 +21.0%	$3.85 +17.4%	$3.28
Total Assets	$74.60B +5.7%	$70.56B +6.4%	$66.33B -4.0%	$69.06B +9.4%	$63.12B +0.4%	$62.90B
Total Debt	$26.05B +5.4%	$24.71B +9.9%	$22.49B -9.5%	$24.84B +5.8%	$23.48B -4.1%	$24.48B
Operating Cash Flow	$4.80B +32.8%	$3.61B +67.6%	$2.16B -45.2%	$3.94B +44.0%	$2.73B +24.3%	$2.20B
Free Cash Flow	—	—	—	$-530.0M +56.9%	$-1.23B +34.8%	$-1.89B

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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.
$4.6B41,665,829 sh
STATE STREET CORP
$2.8B25,094,015 sh
VANGUARD CAPITAL MANAGEMENT LLC
$2.7B24,085,197 sh
VANGUARD PORTFOLIO MANAGEMENT LLC
$2.1B19,117,849 sh
GEODE CAPITAL MANAGEMENT, LLC
$1.2B10,685,732 sh
LAZARD ASSET MANAGEMENT LLC
$931.4M8,418,678 sh
DEUTSCHE BANK AG\
$749.2M6,771,976 sh
PRICE T ROWE ASSOCIATES INC /MD/
$623.8M5,638,183 sh
MORGAN STANLEY
$610.5M5,518,074 sh
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME
$536.3M4,847,672 sh

Fund	Value	Shares
BlackRock, Inc.	$4.6B	41,665,829
STATE STREET CORP	$2.8B	25,094,015
VANGUARD CAPITAL MANAGEMENT LLC	$2.7B	24,085,197
VANGUARD PORTFOLIO MANAGEMENT LLC	$2.1B	19,117,849
GEODE CAPITAL MANAGEMENT, LLC	$1.2B	10,685,732
LAZARD ASSET MANAGEMENT LLC	$931.4M	8,418,678
DEUTSCHE BANK AG\	$749.2M	6,771,976
PRICE T ROWE ASSOCIATES INC /MD/	$623.8M	5,638,183
MORGAN STANLEY	$610.5M	5,518,074
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME	$536.3M	4,847,672

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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. ED is classified as a large company.

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.