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Consolidated Edison, Inc.

ED Utilities
$116.26 +$4.44 (3.97%)
Market Cap: $43 B
Gurus Holding
8
Popularity Rank
#835
% of Shares Held
1.31%
Net Activity (Q2 2026)
+$180.99 M

Guru Ownership Trend

Guru Analysis for Consolidated Edison, Inc. (ED)

Consolidated Edison, Inc. (ED), a key player in the Utilities sector, continues to attract institutional attention.

As of Q2 2026, a total of 8 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $561.8 M.

Top institutional holders include Cliff Asness and Ray Dalio.

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $180.99 M net inflow during the quarter.

Recent activity highlights Jeremy Grantham who increased their stake by 329.5%. Conversely, Manning & Napier Group reduced exposure by 30.5%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q2 2026)

+$224.87 M
Total Buy Value
New Buys 2
Additions 3
-$43.87 M
Total Sell Value
Reductions 2
Sold Out 2

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
4
Net Buyers
5

FAQs for Consolidated Edison, Inc. (ED)

Major holders include Cliff Asness ($393.52 M), Ray Dalio ($68.99 M), Renaissance Technologies (RenTech) ($56.16 M). According to the latest reported data, 8 tracked investment managers collectively hold approximately 4.83 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $180.99 M, with 5 managers increasing positions and 4 managers reducing holdings.

During the most recent reporting period, 2 managers trimmed their positions, while 2 fully exited ED. The total reported sell value was $43.87 M.

Yes, 2 managers opened new positions in ED, and 3 increased their existing holdings. The total reported buy value was $224.87 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.14% Add 38.8% 3,557,080 $393.52 M Q2 2026
0.28% New Buy 623,641 $68.99 M Q2 2026
0.08% Add 259.7% 507,600 $56.16 M Q2 2026
0.02% Reduce -12.0% 80,451 $8.9 M Q2 2026
0.02% Add 329.5% 60,451 $6.69 M Q2 2026
0.00% New Buy 1,947 $215,423 Q2 2026
0.03% 1,000 $110,630 Q2 2026
0.00% Reduce -30.5% 137 $15,384 Q2 2026
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