Consolidated Edison, Inc. (ED)

Consolidated Edison, Inc. (Con Edison) is one of the nation’s largest investor-owned energy companies, led by Chairman and CEO Tim Cawley. The company’s mission is to "provide energy services to our customers safely, reliably, and sustainably," serving over 10 million people in New York City and Westchester County. Con Edison holds a strategic position as the energy backbone of the worlds most important financial center. Consolidated Edison, Inc. stock is a classic "Defensive Utility" play, valued by income investors for its stable, regulated earnings and its 51-year history of consecutive dividend increases, making it a proud member of the S&P 500 Dividend Aristocrats.

The company’s business operations are increasingly focused on the "Clean Energy Transition," following the $6.8 billion sale of its clean energy business to focus on its regulated utility core in New York. In late 2025, Con Edison reported significant progress in its "Reliable Clean Energy Plan," which involves multi-billion dollar investments in electric transmission to bring offshore wind and solar power into the NYC grid. The company’s future strategy involves "Grid Modernization and AI-Driven Load Management," utilizing specialized sensors and software to handle the increasing demand from electric vehicles and building electrification. For 2026, the firm is prioritizing the expansion of its battery storage capacity and its specialized energy efficiency programs for low-to-moderate income customers. Its competitive moat is its ownership of the most complex urban utility infrastructure in the world, which is virtually impossible to replace or duplicate.

ED is listed on the New York Stock Exchange under the ticker ED stock. It is a cornerstone holding for conservative portfolios and ESG-focused investors who value its commitment to a net-zero future by 2050. Financial analysts and energy policy experts monitor the ED stock price as a primary indicator of utility regulatory trends and the pace of the urban energy transition. By December 2025, Con Edison remains a stable and vital institution, utilizing its massive infrastructure and technical expertise to power the future of New York.