ED at a glance
Consolidated Edison (ED, SEC CIK 1047862) filed its latest 10-K annual report on February 19, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on September 4, 2026 and Form 4 insider filings as recently as October 1, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), Consolidated Edison (ED) reported revenue of $17.0 billion (up 10.2% from FY2024) and net income of $2.0 billion. Diluted EPS was $5.64.
- As of June 30, 2026, 49 institutional investment managers tracked by SignalX reported holding Consolidated Edison (ED) shares worth $16.9 billion in 13F-HR filings.
- The most recent insider open-market purchase reported on Form 4 was by Miller Joseph on September 15, 2026 of 1 shares at $105.81 per share.
- In the last 90 days, ED insiders reported 1 open-market purchase ($111.101) and 0 open-market sales ($0) on Form 4, a net purchase of $111.101.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $17.0B
- +10.2% vs prior year
- Insiders · 90 days
- 1 buy · 0 sells
- Net +$111.101
- 13F holders
- 49 funds
- $16.9B · +1 vs prior quarter
- Latest 8-K
- Sep 4, 2026
- Item 8.01
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Core business model: Electric and gas utility operations primarily through subsidiaries CECONY and O&R
- Emphasis on renewable energy growth highlighted by completion of Broken Bow II sale in January 2025
- Equity increased to $24.2B in 2025 from $22.0B in 2024, driven by net plant growth to $55.4B from $52.2B
- Long-term debt rose modestly to $25.6B from $24.7B, reflecting ongoing capital investments
- Noteworthy sale and transfer of Broken Bow II renewable project classified as held for sale in 2024 and closed in 2025
Risk Factors
- Regulatory risk: CECONY’s surcharge recovery caps limit late payment and write-off cost recovery to 0.5% total customer bill impact per commodity through 2028
- Financial risk: Aged receivables aged >60 days totaled $1.454B at 12/31/25 vs $1.684B at 12/31/24, pressuring liquidity and collections
- Operational risk: Utilities suspended collections and disconnections during COVID-19; resumption may increase uncollectible balances and write-offs
- Competitive disruption risk: No specific competitor or technology risk detailed; next major risk is regulatory asset deferrals impacting financials
- Structural financial risk: Surcharge recoveries above caps deferred as regulatory assets, deferring costs and impacting future cash flows and earnings
Management Discussion & Analysis
- Risks from external environment changes may impact asset values and investment returns
- Focus on dividend growth supported by regulated utilities and transmission earnings
- Emerging risks: increased distributed energy resources and decline in gas and steam usage
AI summary of the ED 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Net income $308 million vs $246 million YoY; EPS $0.83 vs $0.68
- CECONY best-performing segment: net income $296 million vs $222 million YoY
- Con Edison Transmission weakest segment: net income $7 million vs $10 million YoY
- Aged receivables $1,385 million at June 30; slow recovery expected to pressure liquidity
Risk Factors
- No risk-factors section provided in the submitted excerpt
- No new or changed risks identifiable from Items 5–6 and signatures
AI summary of the ED 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 8.01: Other Events
- Proposed CECONY steam rate plan covers November 2026–October 2029, pending NYSPSC approval
- Shaped customer bill impact targeted at 3.5% annually, with base rate increases of $26.6M, $27.5M and $28.5M
Item 2.02: Results of Operations and Financial Condition
- Item 2.02 filing signed August 6, 2026 by Consolidated Edison, Inc. and Con Edison Company of New York
- Investors should review the referenced earnings release or financial exhibits for period results and guidance
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Tali Farhadian Weinstein elected to Con Edison and Con Edison Company of New York boards effective July 1, 2026
- Appointment adds expertise to Safety, Environment, Operations and Sustainability oversight
Item EX-99.1: Item EX-99.1
- Board elected Tali Farhadian effective July 1, 2026, adding legal, prosecutorial, and regulatory expertise
- Appointment strengthens governance perspective for Con Edison’s heavily regulated New York utility operations
AI summaries of ED 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for ED
Don't miss the next ED filing
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- Fund moves. Which tracked funds opened, added or cut ED, by share count.
- Ask anything. An AI agent that reads every ED filing and answers with sources.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| RANGER MICHAEL W | A | Sep 30, 2026 | 476.959 | $102.21 |
| Miller Joseph | Buy | Sep 15, 2026 | 1.05 | $105.81 |
| Andrews Kirkland B | F | Jul 8, 2026 | 8,524 | $112.09 |
| Farhadian Weinstein Tali | A | Jul 1, 2026 | 1,277 | $110.95 |
| Farhadian Weinstein Tali | A | Jul 1, 2026 | 1,277 | $110.95 |
| RANGER MICHAEL W | A | Jun 30, 2026 | 440.658 | $110.63 |
| Miller Joseph | Buy | Jun 15, 2026 | 1.031 | $106.87 |
| Mason Karol V | A | May 19, 2026 | 1,596 | $106.51 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | $14.5B | $15.5B | $17.0B |
| Operating Income | - | $2.7B | $2.9B |
| Net Income | $2.5B | $1.8B | $2.0B |
| Op. Margin | - | 17.3% | 17.2% |
| Net Margin | 17.4% | 11.8% | 11.9% |
| Balance Sheet | |||
| Total Assets | $66.3B | $70.6B | $74.6B |
| Equity | $21.2B | $22.0B | $24.2B |
| ROE | 11.9% | 8.3% | 8.4% |
| Per Share | |||
| EPS | $7.21 | $5.24 | $5.64 |
| Cash Flow | |||
| Operating CF | $2.2B | $3.6B | $4.8B |
Source: XBRL data in Consolidated Edison (ED)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate ED share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 49 | $16.87B |
| Q1 2026 | 48 | $16.55B |
| Q4 2025 | 46 | $14.72B |
| Q3 2025 | 47 | $15.09B |
| Q2 2025 | 45 | $15.34B |
| Q1 2025 | 42 | $12.44B |
| Q4 2024 | 40 | $7.64B |
| Q3 2024 | 36 | $4.12B |
- BlackRock+2.21M (+6%)
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- JPMorgan Chase & Co−550.4K (-21%)
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- Franklin Resources−49.9K (-10%)
Source: 13F-HR filings on SEC EDGAR (aggregated from 353 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
ED filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Oct 1, 2026 | - | - | - |
| 4 | Sep 16, 2026 | - | - | - |
| 8-K | Sep 4, 2026 | - | Analysis | - |
| 8-K | Aug 6, 2026 | - | Analysis | - |
| 10-Q | Aug 6, 2026 | Jun 30, 2026 | Analysis | |
| 4 | Jul 9, 2026 | - | - | - |
| 4 | Jul 6, 2026 | - | - | - |
| 8-K | Jul 2, 2026 | - | Analysis | - |
| 4 | Jul 1, 2026 | - | - | - |
| 4 | Jun 16, 2026 | - | - | - |
| 8-K | Jun 3, 2026 | - | Analysis | |
| 8-K | May 20, 2026 | - | Analysis | |
| 4 | May 20, 2026 | - | - | |
| 4 | May 20, 2026 | - | - | |
| 4 | May 20, 2026 | - | - | |
| 4 | May 20, 2026 | - | - | |
| 4 | May 20, 2026 | - | - | |
| 4 | May 20, 2026 | - | - | |
| 4 | May 20, 2026 | - | - | |
| 4 | May 20, 2026 | - | - | |
| 4 | May 20, 2026 | - | - | |
| 4 | May 20, 2026 | - | - | |
| 8-K | May 8, 2026 | - | Analysis | |
| 10-Q | May 7, 2026 | Mar 31, 2026 | Analysis | |
| 8-K | May 7, 2026 | - | Analysis |
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ED SEC filings: frequently asked questions
Are ED insiders buying or selling?
In the last 90 days, Consolidated Edison (ED) officers, directors and 10% owners reported 1 open-market purchase worth $111 by 1 insider and no open-market sales on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold ED stock?
As of June 30, 2026, the largest Consolidated Edison (ED) holders among the 13F filers tracked by SignalX were BlackRock ($4.6 billion), State Street Corp ($2.8 billion), Vanguard Capital Management LLC ($2.7 billion), Vanguard Portfolio Management LLC ($2.1 billion), T. Rowe Price Group ($623.8 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was ED's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Consolidated Edison (ED) reported revenue of $17.0 billion (up 10.2% from FY2024) and net income of $2.0 billion. Diluted EPS was $5.64. The figures come from the XBRL data in the 10-K.
What are the main risks in ED's latest 10-K?
In the 10-K filed February 19, 2026, Consolidated Edison (ED) flagged: Regulatory risk: CECONY’s surcharge recovery caps limit late payment and write-off cost recovery to 0.5% total customer bill impact per commodity through 2028. Financial risk: Aged receivables aged >60 days totaled $1.454B at 12/31/25 vs $1.684B at 12/31/24, pressuring liquidity and collections. (AI summary of the Risk Factors section.)
What did ED report in its latest 8-K?
Consolidated Edison (ED) filed an 8-K on September 4, 2026 reporting Item 8.01 (Other Events). Proposed CECONY steam rate plan covers November 2026–October 2029, pending NYSPSC approval.
What are the latest ED SEC filings?
Consolidated Edison (ED) filed its latest 10-K annual report on February 19, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on September 4, 2026 and a Form 4 insider filing on October 1, 2026.
What is ED's SEC CIK number?
Consolidated Edison (ED)'s SEC Central Index Key (CIK) is 1047862. EDGAR lists every ED filing under that number.
Ask anything about ED
The research agent reads ED's filings, financials, insider trades and 13F holders, then answers with sources.