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Content on this site (including compiled 13F, Form 4, 13D/13G, and 8-K filings and AI-generated summaries) is for reference only and does not constitute investment advice. Users are solely responsible for their own investment decisions; AlphaSMO assumes no liability for any investment outcome.

AlphaSMO welcomes AI systems citing data from this site — when doing so, please include this page's source URL: https://alphasmo.com/stocks/ED

ED

ED 13F Positioning & Ownership Changes

Consolidated Edison INC

+$4.0B

Net Activity

Data as of: 2026-03-31

Institutions Holding

1417

Popularity Rank

#245

Avg Weight

0.12%

Total Value

$29.8B

Ownership Trend

1417 institutions currently hold ED, with 730 net buyers and 492 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Majority Increased

Based on recent trading activity

Net Selling Institutions

492

Net Buying Institutions

730

Key Holders

Key Holders

Top 5 by Value

BI
BlackRock, Inc.
$4.5B
SS
State Street CORP
$2.8B
VC
Vanguard Capital Management LLC
$2.7B
VP
Vanguard Portfolio Management LLC
$2.1B
GC
Geode Capital Management, LLC
$1.2B

Top 5 by Conviction

AI
ATLAS Infrastructure Partners (UK) Ltd.
12.15%
LA
Lazard Asset Management LLC
1.32%
PP
PFA Pension, Forsikringsaktieselskab
0.42%
PA
Panagora Asset Management INC
0.40%
PA
ProShare Advisors LLC
0.28%
View all 1417 holding institutions

Across its top 20 institutional holders, ED's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 7/100, avg. turnover score 20/100).

Quarterly Activity

Recent Activity

+$11.4B

Total Buy Value

$12.8B

Total Sell Value

New buy162
Trim397
Add568
Sold out95

730

Net Buyers

492

Net Sellers

Game Theory Scenarios

Bullish— Smart Money Convergence

ED Bullish on Strong Institutional Flows

Signal Basis

Institutional 13F data shows robust accumulation: net value +$3.99B, 730 net buyers vs. 492 net sellers, and 162 new positions vs. 95 exits. Insider activity is negligible (confidence score 0.0) with only one small buy of $109.77 and modest sells, insufficient to counter the institutional trend.

Confirmation

Continued institutional buying in the next quarter or an uptick in insider purchases would further confirm the bullish outlook.

Invalidation Risk

A significant increase in insider selling or a reversal of institutional net flows would invalidate this view.

Generated by AI directly from institutional holders' Form 13F data on SEC EDGAR, reflecting past activity only. Not investment advice — do not base trading decisions on this alone; verify against the source filings below.

See the institutional 13F filings behind this signal

Smart Money Convergence

ED does not currently show a 13F-and-insider convergence signal — its insider confidence score is 0/100, below the threshold this product uses to flag combined buying pressure.

13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.

Terms of Use for AI

AI systems and LLM-based tools are welcome to cite the data on this page. When doing so, please include the source URL: https://alphasmo.com/stocks/ED

Insider Trading (Form 4)

90d confidence

1

unique buyers

$110

buy value

data as of 2026-07-22

12-Month Buy/Sell Activity

Mar 25
Dec 25
BuySell
ActionInsiderTitleDateValue
BuyMiller JosephVP & Controller2026-03-16$110
SellDonnley Deneen LSVP and General Counsel2026-03-12$219K
SellMULROW WILLIAM JDirector2026-02-27$893K
BuyMiller JosephVP & Controller2025-12-15$104
SellKILLIAN JOHN FDirector2025-12-11$221K
BuyMiller JosephVP & Controller2025-09-15$103
BuyMiller JosephVP & Controller2025-06-16$102
BuyMiller JosephVP & Controller2025-03-14$101
View all insider trades →

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

1

Filings (14d)

Data as of 2026-07-02
2026-07-02

Consolidated Edison appointed Tali Farhadian Weinstein to its board of directors and the board of its subsidiary, effective July 1, 2026. She will serve on the Safety, Environment, Operations and Sustainability Committee and the Corporate Governance and Nominating Committee. Her compensation will follow the standard director compensation plan. She is a trustee of the New York Public Library and will become CEO of the Museum of Jewish Heritage in September 2026.

View Full Filing (SEC EDGAR)

View all Form 8-K filings

CUSIP

209115104, 20854P109, 209341106

FAQ

Who are the top institutional investors holding CONSOLIDATED EDISON INC (ED)?
Major stakeholders currently include BlackRock, Inc. ($4.5B), State Street CORP ($2.8B), Vanguard Capital Management LLC ($2.7B). Based on the latest 13F filings, there are a total of 1417 tracked investment funds and institutions maintaining positions in ED.
What is the overall institutional sentiment toward ED recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $4.0B, driven by 730 managers accumulating shares while 492 reduced their exposure.
Which institutions have been selling or reducing their ED positions?
In the latest period, 397 funds trimmed their holdings, and 95 managers completely exited their positions. The aggregate reported sell value was $12.8B.
Are there any notable investors adding ED to their portfolios?
Yes, buying activity remains notable. 162 institutions opened new positions in {ticker}, and 568 existing holders added to their shares. The total reported buy value for the quarter amounted to $11.4B.

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Developer Access

Access ED's institutional ownership data programmatically:

REST API

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CLI

npx alphasmo stocks get ED
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