Consolidated Edison, Inc.

The full register, from 13F filings

The Register tab above is hand research: a dozen holders, each traced to the filing it came from. This asks the same question of the whole market for the quarter ended 31-mar-2026, where 1,402 managers reported a position. Broad where the research is deep, and shallow in the ways a 13F always is.

Built from 13F filings, which report US listed, long, US custodied positions only. A register from this source is a floor rather than a level: a holder's true position can be far larger, as BlackRock's ASML stake shows at 1.28m shares in a 13F against 26.3m in its 13G/A. Holdings held through derivatives, outside US custody, or below a manager's reporting obligation do not appear. Where a holder is marked as a family, its total sums several separate filing entities and describes something no single filing describes; the constituent entities and their share counts are listed so the total can be checked. That roll-up can legitimately exceed the family's own Schedule 13G, because a 13G is filed by one legal entity: Vanguard reports Alphabet through ten advisory entities, and The Vanguard Group Inc itself reported zero after its January 2026 disaggregation.

What a reader needs to know to read these numbers

• Con Edison sold all of the stock of the Clean Energy Businesses (Con Edison Clean Energy Businesses, Inc.) to RWE Renewables Americas, LLC, a subsidiary of RWE, closing on 1 March 2023 for $3,993 million (originally announced at $6,800 million, adjusted at and after closing). This was a full stock sale with no retained equity stake in the Clean Energy Businesses entity itself. Three items were carved out of the sale and initially retained by Con Edison: Broken Bow II (a deferred wind project), a tax equity interest in the Crane solar project, and the Virginia Tax Equity Interest. Broken Bow II was sold and transferred to RWE in January 2025 for $54 million (net of assumed debt), so it is fully divested. The Crane solar tax equity interest was sold to another member in October 2025 after a five year holding period, so it is also fully divested. Only the Virginia Tax Equity Interest survives as of the Q2 2026 10-Q and is recorded above as a holding.
• Mountain Valley Pipeline (MVP): the FY2025 10-K describes Con Edison Transmission's approximately 6.6 percent equity interest in MVP as partially sold (about 40 percent, in January 2026) with the remainder expected to sell during the first half of 2026. The Q2 2026 10-Q confirms the full exit: 'During the first quarter of 2026, Con Edison Transmission completed the sale of its approximately 6.6 percent equity interest in MVP to the two founding members of MVP for total aggregate consideration of $357.5 million.' MVP is therefore NOT a current holding as of the Q2 2026 10-Q and is excluded from the holdings list; its FY2025 10-K carrying value was $168 million at 31 December 2025, now fully realized.
• Honeoye Storage Corporation is excluded as a consolidated, controlled subsidiary: it is 71.2 percent owned by Con Edison Transmission and 28.8 percent owned by CECONY (both wholly owned Con Edison entities), and it does not appear in the FY2025 10-K's equity-method 'Summary of Investment Balances' table; its impairment and Net Plant treatment in the MD&A indicate consolidation, not equity-method accounting. As of the Q2 2026 10-Q, CECONY and Con Edison Transmission had signed an agreement in April 2026 to sell their interests in Honeoye for $5 million aggregate (approximately $1.5 million attributable to CECONY), pending NYSPSC approval and not yet closed; this is a pending divestment of an already-consolidated subsidiary, not a holding to record.
• Con Edison's regulated utility subsidiaries, Consolidated Edison Company of New York, Inc. (CECONY) and Orange and Rockland Utilities, Inc. (O&R), are wholly owned, consolidated operating subsidiaries and are excluded per the brief.
• Register: Vanguard Group Inc (CIK 0000102909) filed Form 13F-NT (notice, no holdings) for the quarter ended 30 June 2026, the same pattern seen in this project's Dominion Energy register. Per the brief's Vanguard rule, the register substitutes a single 'The Vanguard Group' row summing the two successor entities that filed 13F-HR for the quarter: Vanguard Capital Management LLC (24,085,197 shares) and Vanguard Portfolio Management LLC (19,117,849 shares), total 43,203,046 shares.
• Capital Group is NOT the Vanguard successor case here: no Capital Group parent filed a 13F-NT. All three named Capital Group 13F filers were checked individually against their own Q2 2026 13F-HR information tables: Capital World Investors (CIK 0001422849), Capital International Investors (CIK 0001562230), and Capital Research Global Investors (CIK 0001422848). None of the three has a row matching Consolidated Edison's CUSIP 209115104. Capital Group therefore holds no Consolidated Edison position this quarter and is not included as a register row (unlike the Dominion Energy analogue file, where Capital Research Global Investors alone held the position).
• Dodge & Cox's Q2 2026 13F-HR information table was also checked (per the verified manager list) and contains no CUSIP 209115104 row; Dodge & Cox does not currently hold Consolidated Edison shares.
• Thousands trap: T. Rowe Price Associates' Q2 2026 13F-HR reports its Consolidated Edison value in thousands of dollars rather than whole dollars (2 lines, 5,638,183 shares, printed value $623,753, implying an impossible $0.11 per share). Rescaled by 1000x to $623,753,000 (implied $110.65 per share), consistent with every other Q2 2026 13F filer checked here (implied prices cluster around $110.60 to $110.65).
• Register reconciliation: the 2026 proxy's Significant Shareholders table cites older Schedule 13G/13G-A filings for the three largest holders: BlackRock 36,307,664 shares / 10.1% (13G as of 30 Sep 2025), The Vanguard Group 41,840,474 shares / 12.1% (stale 13G/A as of 29 Dec 2023, later amended 26 Mar 2026 to note Vanguard's internal realignment and disaggregated reporting by subsidiaries and divisions), and State Street Corporation 26,140,772 shares / 7.6%. These are all older than, and for the same holders as, the Q2 2026 13F-HR data used in the register above, so no separate 13G rows are added; the 13F-HR figures are used as the more current source.
• Self-gate check (computed per the chart's algorithm): summing the 12 non-aggregate institutional register rows (Vanguard 43,203,046 + BlackRock 41,665,829 + State Street 25,094,015 + Geode 10,685,732 + T. Rowe Price 5,638,183 + Morgan Stanley 5,518,074 + Norges Bank 4,671,271 + Northern Trust 3,972,340 + Schwab IM 2,562,876 + JPMorgan 2,072,053 + FMR 1,749,513 + Bank of America 1,347,466 = 148,180,398 shares), plus the insider rows counted per the chart algorithm (Timothy P. Cawley 126,731 shares in full, plus the aggregate group row reduced by the amount rolling up into it: 590,741 - 126,731 = 464,010), gives a grand total of 148,771,139 shares against 369,828,633 shares outstanding, or 40.23%. This is within the brief's 15 to 55 percent tolerance band and close to the 25 to 45 percent expected range. Row count: 14.