Consolidated Edison, Inc. filings document the reporting obligations of a NYSE-listed energy holding company and its regulated utility subsidiaries, including Consolidated Edison Company of New York and Orange and Rockland Utilities. Annual and quarterly reports, earnings-related Form 8-K filings and exhibit presentations cover operating results, utility capital requirements, subsidiary funding and registered common shares.
Material-event filings record equity distribution programs, forward sale agreements, credit facilities and other financing arrangements involving Con Edison, CECONY and O&R. Proxy materials disclose board matters, executive compensation, shareholder voting items and governance practices for the public holding company.
Consolidated Edison, Inc. established an at-the-market equity distribution program allowing it to offer and sell up to $2,000,000,000 of its common shares over time through multiple sales agents and related forward sale arrangements.
Shares may be sold in ordinary broker transactions, including block trades and sales on the New York Stock Exchange, with each sales agent receiving a commission of up to 1.0% of the gross sales price. Con Edison may also enter into forward sale agreements, under which forward purchasers sell borrowed shares now and the company generally receives cash only if it later physically settles those agreements. If it instead cash settles or net share settles, Con Edison may pay cash or deliver shares to the forward purchaser.
Consolidated Edison, Inc. registered an at-the-market equity program to offer up to $2,000,000,000 of its common shares under an equity distribution agreement with multiple dealer-agents and related forward purchasers and forward sellers.
The program permits sales on the NYSE or other markets, negotiated or block trades, and includes the option to enter into forward sale agreements that may be physically settled, cash settled, or net share settled; sales agents may receive commissions up to 1.0%. The prospectus supplement states the closing price was $106.39 per share on May 7, 2026.
Consolidated Edison, Inc. reported stronger GAAP results for the first quarter of 2026, with net income for common stock of $924 million, or $2.55 per share, up from $791 million, or $2.26 per share, a year earlier. The increase was mainly driven by a gain on the sale of its equity interest in Mountain Valley Pipeline (MVP).
On a non-GAAP basis, adjusted earnings were $790 million, or $2.18 per share, slightly below $792 million, or $2.26 per share, in the 2025 first quarter, reflecting higher operations and maintenance costs, higher interest expense, and dilution from common share issuance, partly offset by higher electric and gas rate base at CECONY and O&R. The company reaffirmed its 2026 adjusted EPS guidance of $6.00 to $6.20 per share.
During the quarter Con Edison settled a forward sale agreement for 7 million common shares, providing approximately $776 million of equity proceeds to support sizable capital investments. It also completed the sale of its MVP interest for total consideration of $357.5 million, while continuing to emphasize long-term growth through electrification, an 8.8% five-year regulated investment base CAGR, and a 4.4% annualized dividend increase marking its 52nd consecutive year of dividend growth.
Vanguard Capital Management reports beneficial ownership of Consolidated Edison Inc. common stock. As of 03/31/2026, Vanguard Capital Management beneficially owned 27,317,494 shares, representing 7.41% of the class. The filing shows sole voting power over 3,819,147 shares and sole dispositive power over 27,317,494 shares. The report notes these holdings include shares held for Vanguard funds and managed accounts and lists affiliated voting/dispositive arrangements. The schedule is signed on 04/29/2026 by Ashley Grim, Head of Global Fund Administration.
Vanguard Portfolio Management reported beneficial ownership of 18,690,590 shares of Consolidated Edison Inc common stock, representing 5.07% of the class as of 03/31/2026. The filing shows sole dispositive power over 18,690,590 shares and sole voting power for 48,606 shares. The report is signed by Ashley Grim on 04/29/2026.
Consolidated Edison, Inc. is asking stockholders to vote at its 2026 Annual Meeting, to be held virtually on May 18, 2026 at 10:00 a.m. Eastern via www.virtualshareholdermeeting.com/ED2026. Stockholders of record on March 23, 2026, when 368,421,246 common shares were outstanding, may vote.
Owners will consider three items: electing eleven directors to one‑year terms, ratifying PricewaterhouseCoopers LLP as independent accountants for 2026, and approving on an advisory basis named executive officer compensation.
The proxy highlights extensive governance features, including a majority‑independent board with an independent Lead Director, proxy access, year‑round stockholder engagement, strong committee oversight of risk, cybersecurity and sustainability, and human capital initiatives such as low turnover, career development, employee resource groups and a focus on safety.
Executive pay is structured with a significant portion at risk, heavy use of performance‑based long‑term incentives, stock ownership guidelines and clawback policies aligned with Dodd‑Frank and supplemental recoupment provisions.
CONSOLIDATED EDISON INC director Michael W. Ranger received a grant of 430.730 Deferred Stock Units (DSUs) of Common Stock on the board, valued at $113.18 per share equivalent. These DSUs were acquired in lieu of cash for the quarterly board retainer fee under the company’s Long Term Incentive Plan.
Each DSU represents one share of Common Stock, and the total direct holdings after this grant are 99,017.129 shares, including DSUs. This total also includes 764.245 DSUs that were previously acquired on March 16, 2026 through the plan’s dividend reinvestment provision, making the new grant a routine, compensation-related increase to the director’s equity stake.
Consolidated Edison, Inc. reports full-year results and strategic plans in its 2025 annual report and Form 10-K. Reported 2025 net income for common stock was $2,023 million and adjusted earnings were $2,038 million. The company raised its annualized dividend to $3.55 per share, and plans more than $17 billion of electric and gas infrastructure investment over the next three years, funded by internally generated cash and planned issuances of long-term debt and common equity.
The report details operating metrics across electric, gas and steam businesses, outlines regulatory outcomes including NYSPSC rate plans for 2026–2028, summarizes capital issuance plans (including up to $3.2 billion of long-term debt in 2026 and planned equity issuance), and discloses an ongoing NYSPSC audit of income tax accounting that the company says may be material.
Consolidated Edison Inc: The Vanguard Group filed Amendment No. 12 to a Schedule 13G/A reporting beneficial ownership of 0 shares (0%) of Common Stock. The filing notes an internal realignment effective January 12, 2026, after which certain Vanguard subsidiaries report holdings separately.