CONSOLIDATED EDISON INC ED
COM · Common Stock · CUSIP 209115104 · ISIN US2091151041
Energy company in the United States
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($82.5m this quarter). Holder counts are more reliable. Shares outstanding: 345.5m as of 2024-01-31, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $90.95. Options: 26 managers hold calls ($124.2m notional), 28 hold puts ($80.7m).
Trends to Q4 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 1,031 |
| Q4 2022 | 1,100 |
| Q1 2023 | 1,103 |
| Q2 2023 | 1,113 |
| Q3 2023 | 1,077 |
| Q4 2023 | 1,150 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 499 | 374 |
| Q1 2023 | 489 | 415 |
| Q2 2023 | 478 | 474 |
| Q3 2023 | 435 | 499 |
| Q4 2023 | 476 | 466 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q1 2023 | $126.0m | $62.5m | 0.50 |
| Q2 2023 | $89.5m | $46.4m | 0.52 |
| Q3 2023 | $114.6m | $66.3m | 0.58 |
| Q4 2023 | $124.2m | $80.7m | 0.65 |
Biggest buyers
| BANK OF AMERICA CORP /DE/ | Added | +7.3m |
| MORGAN STANLEY | Added | +4.7m |
| JPMORGAN CHASE & CO | Added | +2.2m |
| ATLAS Infrastructure Partners (UK) Ltd. | New | +1.1m |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Added | +672.4k |
| FMR LLC | Added | +580.2k |
| Allianz Asset Management GmbH | Added | +384.6k |
| CITADEL ADVISORS LLC | Added | +350.7k |
| ROYAL BANK OF CANADA | Added | +322.8k |
| Retirement Systems of Alabama | Added | +318.9k |
Biggest sellers
| BlackRock Inc. | Reduced | -6.6m |
| Verition Fund Management LLC | Sold out | -844.6k |
| FRANKLIN RESOURCES INC | Reduced | -566.7k |
| Balyasny Asset Management L.P. | Sold out | -497.8k |
| Legal & General Group Plc | Reduced | -417.5k |
| WELLINGTON MANAGEMENT GROUP LLP | Reduced | -330.9k |
| VANGUARD GROUP INC | Reduced | -301.4k |
| GOLDMAN SACHS GROUP INC | Reduced | -282.6k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | -272.7k |
| Swiss Life Asset Management Ltd | Reduced | -247.2k |
Biggest calls
| CITADEL ADVISORS LLC | Added | $26.2m288.1k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $24.1m264.5k shares |
| JANE STREET GROUP, LLC | Reduced | $18.3m201.3k shares |
| D. E. Shaw & Co., Inc. | Unchanged | $10.3m113.2k shares |
| CAPITAL FUND MANAGEMENT S.A. | Reduced | $8.1m89.1k shares |
| GROUP ONE TRADING LLC | Added | $6.8m74.6k shares |
| WOLVERINE TRADING, LLC | Reduced | $6.2m68.5k shares |
| SIMPLEX TRADING, LLC | Reduced | $4.8m53.3k shares |
| Paloma Partners Management Co | New | $2.8m31.0k shares |
| GTS SECURITIES LLC | Added | $2.8m30.6k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $23.0m253.2k shares |
| CITADEL ADVISORS LLC | Reduced | $13.7m150.6k shares |
| Paloma Partners Management Co | New | $5.1m56.4k shares |
| CAPITAL FUND MANAGEMENT S.A. | Reduced | $4.7m51.9k shares |
| Walleye Trading LLC | Added | $3.6m39.5k shares |
| SIMPLEX TRADING, LLC | Added | $3.0m32.8k shares |
| CAPSTONE INVESTMENT ADVISORS, LLC | Added | $3.0m32.5k shares |
| BANK OF AMERICA CORP /DE/ | Added | $2.9m32.3k shares |
| WOLVERINE TRADING, LLC | Added | $2.9m31.4k shares |
| TWO SIGMA SECURITIES, LLC | Added | $2.0m22.0k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| BlackRock, Inc. 13G · institution +0.2 pts · filed 2025-10-03 | 10.1% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 7.4% |
| VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 5.1% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-26; now reported by VANGUARD CAPITAL MANAGEMENT LLC)
Insider purchases and sales in Q4 2023
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q1 2022 | 10 | $73.8k | 1 | $6.3m | — |
| Q2 2022 | 11 | $91.0k | 0 | — | — |
| Q3 2022 | 9 | $91.0k | 0 | — | — |
| Q4 2022 | 9 | $90.2k | 0 | — | — |
| Q1 2023 | 9 | $86.2k | 0 | — | — |
| Q2 2023 | 9 | $63.8k | 0 | — | — |
| Q3 2023 | 9 | $64.4k | 0 | — | — |
| Q4 2023 | 10 | $68.7k | 1 | $9.2k | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2023-12-29 | HOGLUND ROBERT N SVP & CFO | Bought | $13.7k150 shares |
| 2023-12-29 | Cawley Timothy Chairman, President & CEO, director | Bought | $7.0k77 shares |
| 2023-12-29 | Sanchez Robert President & CEO, O&R | Bought | $6.4k71 shares |
| 2023-12-29 | Hensley Jennifer SVP, Corporate Affairs | Bought | $4.4k49 shares |
| 2023-12-29 | Donnley Deneen L SVP and General Counsel | Bought | $3.8k42 shares |
| 2023-12-29 | Ho Christina VP, Strategic Planning | Bought | $2.5k27 shares |
| 2023-12-29 | Nachmias Stuart President & CEO CET | Bought | $2.0k22 shares |
| 2023-12-29 | Miller Joseph VP & Controller | Bought | $1.1k12 shares |
| 2023-12-29 | Shannon Nancy SVP, Utility Shared Services | Bought | $88910 shares |
| 2023-12-15 | Miller Joseph VP & Controller | Bought | $931 shares |
| 2023-12-05 | Ho Christina VP, Strategic Planning | Sold | $9.2k100 shares |
| 2023-11-30 | Cawley Timothy Chairman, President & CEO, director | Bought | $2.3k26 shares |
| 2023-11-30 | HOGLUND ROBERT N SVP & CFO | Bought | $2.3k26 shares |
| 2023-11-30 | Donnley Deneen L SVP and General Counsel | Bought | $2.3k26 shares |
| 2023-11-30 | Sanchez Robert President & CEO, O&R | Bought | $2.3k26 shares |
| 2023-11-30 | Ho Christina VP, Strategic Planning | Bought | $2.2k25 shares |
| 2023-11-30 | Shannon Nancy SVP, Utility Shared Services | Bought | $88810 shares |
| 2023-11-30 | Nachmias Stuart President & CEO CET | Bought | $6677 shares |
| 2023-11-30 | Miller Joseph VP & Controller | Bought | $2232 shares |
| 2023-11-30 | Ketschke Matthew President CECONY | Bought | $1111 shares |
| 2023-10-31 | Cawley Timothy Chairman, President & CEO, director | Bought | $2.3k26 shares |
| 2023-10-31 | HOGLUND ROBERT N SVP & CFO | Bought | $2.3k26 shares |
| 2023-10-31 | Donnley Deneen L SVP and General Counsel | Bought | $2.3k26 shares |
| 2023-10-31 | Sanchez Robert President & CEO, O&R | Bought | $2.3k26 shares |
| 2023-10-31 | Ho Christina VP, Strategic Planning | Bought | $2.2k25 shares |
| 2023-10-31 | Shannon Nancy SVP, Utility Shared Services | Bought | $88910 shares |
| 2023-10-31 | Nachmias Stuart President & CEO CET | Bought | $6668 shares |
| 2023-10-31 | Miller Joseph VP & Controller | Bought | $2223 shares |
| 2023-10-31 | Ketschke Matthew President CECONY | Bought | $1111 shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q4 2023
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.08% of their portfolio | 41.8m $3.8bn | Reduced -301.4k |
| BlackRock Inc. 0.08% of their portfolio | 35.7m $3.2bn | Reduced -6.6m |
| STATE STREET CORP 0.12% of their portfolio | 26.1m $2.4bn | Reduced -236.5k |
| MORGAN STANLEY 0.04% of their portfolio | 8.9m $807.8m | Added +4.7m |
| GEODE CAPITAL MANAGEMENT, LLC 0.08% of their portfolio | 8.3m $749.1m | Added +163.2k |
| BANK OF AMERICA CORP /DE/ 0.08% of their portfolio | 8.1m $737.0m | Added +7.3m |
| Legal & General Group Plc 0.16% of their portfolio | 5.8m $526.1m | Reduced -417.5k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.19% of their portfolio | 5.2m $475.4m | Added +672.4k |
| NORTHERN TRUST CORP 0.07% of their portfolio | 4.3m $393.0m | Reduced -163.4k |
| JPMORGAN CHASE & CO 0.02% of their portfolio | 3.7m $334.2m | Added +2.2m |
| Invesco Ltd. 0.06% of their portfolio | 2.9m $263.4m | Reduced -81.6k |
| NORGES BANK 0.04% of their portfolio | 2.7m $243.5m | Reduced -351 |
| Bank of New York Mellon Corp 0.05% of their portfolio | 2.6m $236.7m | Reduced -57.8k |
| Amundi 0.10% of their portfolio | 2.4m $220.6m | Added +293.5k |
| California Public Employees Retirement System 0.15% of their portfolio | 2.1m $195.6m | Reduced -16.3k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.05% of their portfolio | 2.0m $184.9m | Added +47.9k |
| ProShare Advisors LLC 0.52% of their portfolio | 1.9m $170.8m | Reduced -69.0k |
| COHEN & STEERS, INC. 0.32% of their portfolio | 1.7m $156.7m | Reduced -239.6k |
| Nuveen Asset Management, LLC 0.05% of their portfolio | 1.6m $143.3m | Added +417 |
| ROYAL BANK OF CANADA 0.03% of their portfolio | 1.5m $136.8m | Added +322.8k |
| APG Asset Management N.V. 0.24% of their portfolio | 1.5m $120.6m | Added +165.9k |
| HSBC HOLDINGS PLC 0.12% of their portfolio | 1.4m $126.0m | Added +138.9k |
| DEUTSCHE BANK AG\ 0.06% of their portfolio | 1.3m $118.6m | Reduced -8.3k |
| Sumitomo Mitsui Trust Group, Inc. 0.08% of their portfolio | 1.2m $106.7m | Reduced -23.6k |
| DIMENSIONAL FUND ADVISORS LP 0.03% of their portfolio | 1.1m $102.5m | Added +6.2k |
| ATLAS Infrastructure Partners (UK) Ltd. 7.73% of their portfolio | 1.1m $102.1m | New |
| FMR LLC 0.01% of their portfolio | 1.1m $100.7m | Added +580.2k |
| Swiss National Bank 0.07% of their portfolio | 1.1m $98.2m | Reduced -35.1k |
| GOLDMAN SACHS GROUP INC 0.02% of their portfolio | 1.1m $96.2m | Reduced -282.6k |
| FIRST TRUST ADVISORS LP 0.10% of their portfolio | 1.0m $94.1m | Reduced -24.2k |
| CREDIT SUISSE AG/ 0.09% of their portfolio | 979.9k $89.1m | Reduced -62.5k |
| BARCLAYS PLC 0.04% of their portfolio | 953.1k $86.7m | Reduced -37.7k |
| CITADEL ADVISORS LLC 0.08% of their portfolio | 879.9k $80.0m | Added +350.7k |
| D. E. Shaw & Co., Inc. 0.11% of their portfolio | 825.3k $75.1m | Added +170.6k |
| CANADA LIFE ASSURANCE Co 0.16% of their portfolio | 807.6k $73.1m | Reduced -87.8k |
| RENAISSANCE TECHNOLOGIES LLC 0.11% of their portfolio | 806.5k $73.4m | Added +246.9k |
| Candriam S.C.A. 0.49% of their portfolio | 782.1k $71.2m | Reduced -94.8k |
| Robeco Institutional Asset Management B.V. 0.17% of their portfolio | 772.8k $70.3m | Reduced -17.5k |
| RHUMBLINE ADVISERS 0.07% of their portfolio | 763.8k $69.5m | Reduced -45.8k |
| AQR CAPITAL MANAGEMENT LLC 0.13% of their portfolio | 757.1k $68.3m | Reduced -115.9k |
| PINEBRIDGE INVESTMENTS, L.P. 0.59% of their portfolio | 702.7k $63.9m | Added +252.6k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.08% of their portfolio | 700.2k $63.7m | Unchanged |
| FRANKLIN RESOURCES INC 0.03% of their portfolio | 691.1k $62.9m | Reduced -566.7k |
| VICTORY CAPITAL MANAGEMENT INC 0.07% of their portfolio | 682.1k $62.0m | Added +21.7k |
| BANK OF MONTREAL /CAN/ 0.02% of their portfolio | 661.6k $60.2m | Added +78.7k |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 0.43% of their portfolio | 652.1k $59.3m | Added +10.5k |
| BNP PARIBAS FINANCIAL MARKETS 0.10% of their portfolio | 629.0k $57.2m | Added +112.9k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.08% of their portfolio | 601.0k $54.7m | Added +23.3k |
| ASSETMARK, INC 0.20% of their portfolio | 600.1k $54.6m | Added +763 |
| Newport Trust Company, LLC 0.14% of their portfolio | 584.5k $53.2m | Reduced -13.3k |
| Mitsubishi UFJ Trust & Banking Corp 0.12% of their portfolio | 578.9k $52.7m | Added +110.3k |
| JANE STREET GROUP, LLC 0.06% of their portfolio | 568.2k $51.7m | Added +303.4k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.01% of their portfolio | 523.7k $47.6m | Reduced -28.6k |
| CITIGROUP INC 0.06% of their portfolio | 519.3k $47.2m | Reduced -122.4k |
| JUPITER ASSET MANAGEMENT LTD 0.47% of their portfolio | 518.7k $47.2m | Reduced -22.1k |
| UBS Group AG 0.02% of their portfolio | 488.5k $44.4m | Added +62.5k |
| Brandywine Global Investment Management, LLC 0.36% of their portfolio | 487.7k $44.4m | Added +311.2k |
| Welch Group, LLC 2.32% of their portfolio | 474.1k $43.1m | Added +9.1k |
| Allianz Asset Management GmbH 0.08% of their portfolio | 464.4k $42.2m | Added +384.6k |
| PRINCIPAL FINANCIAL GROUP INC 0.03% of their portfolio | 461.8k $42.0m | Reduced -10.1k |
| ALLIANCEBERNSTEIN L.P. 0.02% of their portfolio | 441.1k $40.1m | Reduced -92.3k |
| National Pension Service 0.05% of their portfolio | 425.2k $38.7m | Unchanged |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.08% of their portfolio | 418.7k $38.1m | Added +6.7k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.07% of their portfolio | 418.2k $38.9m | Added +13.0k |
| NOMURA ASSET MANAGEMENT CO LTD 0.16% of their portfolio | 416.1k $37.8m | Added +17.4k |
| Connor, Clark & Lunn Investment Management Ltd. 0.17% of their portfolio | 405.8k $36.9m | Added +176.5k |
| Russell Investments Group, Ltd. 0.06% of their portfolio | 401.3k $36.5m | Reduced -6.5k |
| Retirement Systems of Alabama 0.15% of their portfolio | 396.8k $36.1m | Added +318.9k |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.05% of their portfolio | 395.0k $35.9m | Added +32.3k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.08% of their portfolio | 392.9k $35.7m | Reduced -4.5k |
| COMMONWEALTH EQUITY SERVICES, LLC 0.07% of their portfolio | 392.4k $35.7m | Reduced -787 |
| Zurcher Kantonalbank (Zurich Cantonalbank) 0.12% of their portfolio | 354.5k $32.2m | Added +33.9k |
| QRG CAPITAL MANAGEMENT, INC. 0.47% of their portfolio | 351.4k $32.0m | Added +22.2k |
| Swedbank AB 0.05% of their portfolio | 336.0k $30.6m | Reduced -2.9k |
| AMERICAN CENTURY COMPANIES INC 0.02% of their portfolio | 330.8k $30.1m | Reduced -7.0k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.04% of their portfolio | 328.1k $29.8m | Reduced -39.7k |
| Schonfeld Strategic Advisors LLC 0.24% of their portfolio | 327.2k $29.8m | Added +25.9k |
| AVIVA PLC 0.11% of their portfolio | 325.7k $29.6m | Reduced -25.9k |
| TD Asset Management Inc 0.03% of their portfolio | 323.6k $29.4m | Added +7.3k |
| Maryland State Retirement & Pension System 0.59% of their portfolio | 316.8k $28.8m | Added +4.1k |
| MILLENNIUM MANAGEMENT LLC 0.03% of their portfolio | 316.5k $28.8m | Added +196.0k |
| PNC Financial Services Group, Inc. 0.02% of their portfolio | 315.0k $28.7m | Added +6.8k |
| Aberdeen Group plc 0.06% of their portfolio | 311.9k $28.4m | Added +72.3k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.03% of their portfolio | 311.8k $28.4m | Added +78.4k |
| Vest Financial, LLC 1.04% of their portfolio | 307.7k $28.0m | Added +74.6k |
| Magellan Asset Management Ltd 0.27% of their portfolio | 294.4k $26.8m | Reduced -907 |
| LPL Financial LLC 0.02% of their portfolio | 292.2k $26.6m | Reduced -1.8k |
| WELLS FARGO & COMPANY/MN 0.01% of their portfolio | 281.5k $25.6m | Added +27.2k |
| MACQUARIE GROUP LTD 0.03% of their portfolio | 281.0k $25.6m | Added +19.1k |
| PRUDENTIAL FINANCIAL INC 0.04% of their portfolio | 280.8k $25.5m | Reduced -52.1k |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.07% of their portfolio | 279.9k $25.5m | Added +55.5k |
| MARTINGALE ASSET MANAGEMENT L P 0.50% of their portfolio | 268.9k $24.5m | Reduced -38.9k |
| LOS ANGELES CAPITAL MANAGEMENT LLC 0.09% of their portfolio | 263.2k $23.9m | Reduced -8.6k |
| CWM, LLC 0.13% of their portfolio | 262.9k $23.9m | Reduced -30.9k |
| GATEWAY INVESTMENT ADVISERS LLC 0.28% of their portfolio | 261.6k $23.8m | Added +48.3k |
| MERCER GLOBAL ADVISORS INC /ADV 0.07% of their portfolio | 259.1k $23.6m | Added +15.0k |
| OSAIC HOLDINGS, INC. 0.04% of their portfolio | 257.4k $23.4m | Reduced -65.7k |
| Illinois Municipal Retirement Fund 0.39% of their portfolio | 254.1k $23.1m | Added +14.6k |
| Aware Super Pty Ltd as trustee of Aware Super 0.34% of their portfolio | 253.7k $25.2m | First filing |
| Vestcor Inc 0.77% of their portfolio | 248.4k $22.6m | Added +8.1k |