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Consolidated Edison, Inc.

ED Utilities
$110.7 +$1.82 (1.67%)
Market Cap: $40.78 B
Gurus Holding
8
Popularity Rank
#802
% of Shares Held
0.88%
Net Activity (Q4 2025)
+$20.37 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 Q4 2025, a total of 8 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $359.77 M.

Top institutional holders include Cliff Asness and Renaissance Technologies (RenTech).

Institutional sentiment is currently Bullish. This is evidenced by a $20.37 M net inflow during the quarter.

Recent activity highlights Manning & Napier Group who increased their stake by 720.8%. Conversely, Ray Dalio reduced exposure by 20.4%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q4 2025)

+$75.14 M
Total Buy Value
New Buys 2
Additions 4
-$54.76 M
Total Sell Value
Reductions 2
Sold Out 1

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
3
Net Buyers
6

FAQs for Consolidated Edison, Inc. (ED)

Major holders include Cliff Asness ($258.13 M), Renaissance Technologies (RenTech) ($38.61 M), Joel Greenblatt ($13 M). According to the latest reported data, 8 tracked investment managers collectively hold approximately 3.25 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $20.37 M, with 6 managers increasing positions and 3 managers reducing holdings.

During the most recent reporting period, 2 managers trimmed their positions, while 1 fully exited ED. The total reported sell value was $54.76 M.

Yes, 2 managers opened new positions in ED, and 4 increased their existing holdings. The total reported buy value was $75.14 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.14% Add 36.4% 2,598,941 $258.13 M Q4 2025
0.06% Reduce -7.6% 388,700 $38.61 M Q4 2025
0.05% Add 67.2% 130,914 $13 M Q4 2025
0.01% Add 2.1% 55,856 $5.55 M Q4 2025
0.02% Reduce -20.4% 54,358 $5.4 M Q4 2025
0.01% Add 57.6% 19,998 $1.99 M Q4 2025
0.02% 1,000 $99,320 Q4 2025
0.00% Add 720.8% 197 $22,338 Q1 2026
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