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Consolidated Edison, Inc.

ED Utilities
$110.72 +$1.97 (1.81%)
Market Cap: $40.8 B
Gurus Holding
8
Popularity Rank
#906
% of Shares Held
0.86%
Net Activity (Q1 2026)
-$6.45 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 Q1 2026, a total of 8 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $352.93 M.

Top institutional holders include Cliff Asness and Steven Cohen.

Institutional sentiment is currently Slightly Bearish. This is evidenced by a $6.45 M net outflow during the quarter.

Recent activity highlights Manning & Napier Group who increased their stake by 720.8%. Conversely, Jeremy Grantham reduced exposure by 74.8%.

Key Holders

Top 5 by Value

Recent Activity Breakdown (Q1 2026)

+$41.7 M
Total Buy Value
New Buys 1
Additions 1
-$48.15 M
Total Sell Value
Reductions 5
Sold Out 2

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
7
Net Buyers
2

FAQs for Consolidated Edison, Inc. (ED)

Major holders include Cliff Asness ($286.56 M), Steven Cohen ($41.69 M), Renaissance Technologies (RenTech) ($15.97 M). According to the latest reported data, 8 tracked investment managers collectively hold approximately 3.19 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $6.45 M, with 2 managers increasing positions and 7 managers reducing holdings.

During the most recent reporting period, 5 managers trimmed their positions, while 2 fully exited ED. The total reported sell value was $48.15 M.

Yes, 1 managers opened new positions in ED, and 1 increased their existing holdings. The total reported buy value was $41.7 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.13% Reduce -1.4% 2,562,922 $286.56 M Q1 2026
0.05% New Buy 368,308 $41.69 M Q1 2026
0.02% Reduce -63.7% 141,100 $15.97 M Q1 2026
0.03% Reduce -30.2% 91,441 $10.35 M Q1 2026
0.00% Reduce -74.8% 14,074 $1.59 M Q1 2026
0.01% Reduce -57.3% 8,545 $967,124 Q1 2026
0.02% 1,000 $113,180 Q1 2026
0.00% Add 720.8% 197 $22,338 Q1 2026
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