Everything we've seen

1. ·Nov 15, 11:30 AMstreamnews

   Does Earnings Growth Change The Bull Case For Con Edison (ED)?

   Consolidated Edison reported third quarter 2026 revenue of US$4,913 million and net income of US$766 million, with higher basic and diluted earnings per share from continuing operations compared with the same period in 2025. The utility is pairing this earnings performance with plans for major New York grid upgrades, including distribution-level storage and up to 1 GW of land-based renewables annually, alongside participation in the Propel NY Energy transmission build out. The focus now...

2. ·Nov 15, 11:15 AMstreamnews

   Does Earnings Growth Change The Bull Case For Con Edison (ED)?

   Consolidated Edison reported third quarter 2026 revenue of US$4,913 million and net income of US$766 million, with higher basic and diluted earnings per share from continuing operations compared with the same period in 2025. The utility is pairing this earnings performance with plans for major New York grid upgrades, including distribution-level storage and up to 1 GW of land-based renewables annually, alongside participation in the Propel NY Energy transmission build out. The focus now...

3. ·Nov 15, 11:00 AMstreamnews

   Does Earnings Growth Change The Bull Case For Con Edison (ED)?

   Consolidated Edison reported third quarter 2026 revenue of US$4,913 million and net income of US$766 million, with higher basic and diluted earnings per share from continuing operations compared with the same period in 2025. The utility is pairing this earnings performance with plans for major New York grid upgrades, including distribution-level storage and up to 1 GW of land-based renewables annually, alongside participation in the Propel NY Energy transmission build out. The focus now...

4. ·Nov 15, 10:45 AMstreamnews

   Does Earnings Growth Change The Bull Case For Con Edison (ED)?

   Consolidated Edison reported third quarter 2026 revenue of US$4,913 million and net income of US$766 million, with higher basic and diluted earnings per share from continuing operations compared with the same period in 2025. The utility is pairing this earnings performance with plans for major New York grid upgrades, including distribution-level storage and up to 1 GW of land-based renewables annually, alongside participation in the Propel NY Energy transmission build out. The focus now...

5. ·Nov 15, 10:30 AMstreamnews

   Does Earnings Growth Change The Bull Case For Con Edison (ED)?

   Consolidated Edison reported third quarter 2026 revenue of US$4,913 million and net income of US$766 million, with higher basic and diluted earnings per share from continuing operations compared with the same period in 2025. The utility is pairing this earnings performance with plans for major New York grid upgrades, including distribution-level storage and up to 1 GW of land-based renewables annually, alongside participation in the Propel NY Energy transmission build out. The focus now...

6. ·Nov 15, 10:15 AMstreamnews

   Does Earnings Growth Change The Bull Case For Con Edison (ED)?

   Consolidated Edison reported third quarter 2026 revenue of US$4,913 million and net income of US$766 million, with higher basic and diluted earnings per share from continuing operations compared with the same period in 2025. The utility is pairing this earnings performance with plans for major New York grid upgrades, including distribution-level storage and up to 1 GW of land-based renewables annually, alongside participation in the Propel NY Energy transmission build out. The focus now...

7. ·Nov 15, 10:00 AMstreamnews

   Does Earnings Growth Change The Bull Case For Con Edison (ED)?

   Consolidated Edison reported third quarter 2026 revenue of US$4,913 million and net income of US$766 million, with higher basic and diluted earnings per share from continuing operations compared with the same period in 2025. The utility is pairing this earnings performance with plans for major New York grid upgrades, including distribution-level storage and up to 1 GW of land-based renewables annually, alongside participation in the Propel NY Energy transmission build out. The focus now...

8. ·Nov 15, 9:45 AMstreamnews

   Does Earnings Growth Change The Bull Case For Con Edison (ED)?

   Consolidated Edison reported third quarter 2026 revenue of US$4,913 million and net income of US$766 million, with higher basic and diluted earnings per share from continuing operations compared with the same period in 2025. The utility is pairing this earnings performance with plans for major New York grid upgrades, including distribution-level storage and up to 1 GW of land-based renewables annually, alongside participation in the Propel NY Energy transmission build out. The focus now...

9. ·Nov 15, 9:30 AMstreamnews

   Does Earnings Growth Change The Bull Case For Con Edison (ED)?

   Consolidated Edison reported third quarter 2026 revenue of US$4,913 million and net income of US$766 million, with higher basic and diluted earnings per share from continuing operations compared with the same period in 2025. The utility is pairing this earnings performance with plans for major New York grid upgrades, including distribution-level storage and up to 1 GW of land-based renewables annually, alongside participation in the Propel NY Energy transmission build out. The focus now...

10. ·Nov 15, 9:15 AMstreamnews

    Does Earnings Growth Change The Bull Case For Con Edison (ED)?

    Consolidated Edison reported third quarter 2026 revenue of US$4,913 million and net income of US$766 million, with higher basic and diluted earnings per share from continuing operations compared with the same period in 2025. The utility is pairing this earnings performance with plans for major New York grid upgrades, including distribution-level storage and up to 1 GW of land-based renewables annually, alongside participation in the Propel NY Energy transmission build out. The focus now...

11. ·Nov 15, 9:00 AMstreamnews

    Does Earnings Growth Change The Bull Case For Con Edison (ED)?

    Consolidated Edison reported third quarter 2026 revenue of US$4,913 million and net income of US$766 million, with higher basic and diluted earnings per share from continuing operations compared with the same period in 2025. The utility is pairing this earnings performance with plans for major New York grid upgrades, including distribution-level storage and up to 1 GW of land-based renewables annually, alongside participation in the Propel NY Energy transmission build out. The focus now...

12. ·Nov 15, 8:45 AMstreamnews

    Does Earnings Growth Change The Bull Case For Con Edison (ED)?

    Consolidated Edison reported third quarter 2026 revenue of US$4,913 million and net income of US$766 million, with higher basic and diluted earnings per share from continuing operations compared with the same period in 2025. The utility is pairing this earnings performance with plans for major New York grid upgrades, including distribution-level storage and up to 1 GW of land-based renewables annually, alongside participation in the Propel NY Energy transmission build out. The focus now...

13. ·Nov 15, 8:30 AMstreamnews

    Does Earnings Growth Change The Bull Case For Con Edison (ED)?

    Consolidated Edison reported third quarter 2026 revenue of US$4,913 million and net income of US$766 million, with higher basic and diluted earnings per share from continuing operations compared with the same period in 2025. The utility is pairing this earnings performance with plans for major New York grid upgrades, including distribution-level storage and up to 1 GW of land-based renewables annually, alongside participation in the Propel NY Energy transmission build out. The focus now...

14. ·Nov 15, 8:15 AMstreamnews

    Does Earnings Growth Change The Bull Case For Con Edison (ED)?

    Consolidated Edison reported third quarter 2026 revenue of US$4,913 million and net income of US$766 million, with higher basic and diluted earnings per share from continuing operations compared with the same period in 2025. The utility is pairing this earnings performance with plans for major New York grid upgrades, including distribution-level storage and up to 1 GW of land-based renewables annually, alongside participation in the Propel NY Energy transmission build out. The focus now...

15. ·Nov 15, 8:00 AMstreamnews

    Does Earnings Growth Change The Bull Case For Con Edison (ED)?

    Consolidated Edison reported third quarter 2026 revenue of US$4,913 million and net income of US$766 million, with higher basic and diluted earnings per share from continuing operations compared with the same period in 2025. The utility is pairing this earnings performance with plans for major New York grid upgrades, including distribution-level storage and up to 1 GW of land-based renewables annually, alongside participation in the Propel NY Energy transmission build out. The focus now...

16. ·Nov 15, 7:45 AMstreamnews

    Does Earnings Growth Change The Bull Case For Con Edison (ED)?

    Consolidated Edison reported third quarter 2026 revenue of US$4,913 million and net income of US$766 million, with higher basic and diluted earnings per share from continuing operations compared with the same period in 2025. The utility is pairing this earnings performance with plans for major New York grid upgrades, including distribution-level storage and up to 1 GW of land-based renewables annually, alongside participation in the Propel NY Energy transmission build out. The focus now...

17. ·Nov 15, 7:30 AMstreamnews

    Does Earnings Growth Change The Bull Case For Con Edison (ED)?

    Consolidated Edison reported third quarter 2026 revenue of US$4,913 million and net income of US$766 million, with higher basic and diluted earnings per share from continuing operations compared with the same period in 2025. The utility is pairing this earnings performance with plans for major New York grid upgrades, including distribution-level storage and up to 1 GW of land-based renewables annually, alongside participation in the Propel NY Energy transmission build out. The focus now...

18. ·Nov 15, 7:15 AMstreamnews

    Does Earnings Growth Change The Bull Case For Con Edison (ED)?

    Consolidated Edison reported third quarter 2026 revenue of US$4,913 million and net income of US$766 million, with higher basic and diluted earnings per share from continuing operations compared with the same period in 2025. The utility is pairing this earnings performance with plans for major New York grid upgrades, including distribution-level storage and up to 1 GW of land-based renewables annually, alongside participation in the Propel NY Energy transmission build out. The focus now...

19. ·Nov 15, 7:00 AMstreamnews

    Does Earnings Growth Change The Bull Case For Con Edison (ED)?

    Consolidated Edison reported third quarter 2026 revenue of US$4,913 million and net income of US$766 million, with higher basic and diluted earnings per share from continuing operations compared with the same period in 2025. The utility is pairing this earnings performance with plans for major New York grid upgrades, including distribution-level storage and up to 1 GW of land-based renewables annually, alongside participation in the Propel NY Energy transmission build out. The focus now...

20. ·Nov 15, 6:45 AMstreamnews

    Does Earnings Growth Change The Bull Case For Con Edison (ED)?

    Consolidated Edison reported third quarter 2026 revenue of US$4,913 million and net income of US$766 million, with higher basic and diluted earnings per share from continuing operations compared with the same period in 2025. The utility is pairing this earnings performance with plans for major New York grid upgrades, including distribution-level storage and up to 1 GW of land-based renewables annually, alongside participation in the Propel NY Energy transmission build out. The focus now...

21. ·Nov 15, 6:30 AMstreamnews

    Does Earnings Growth Change The Bull Case For Con Edison (ED)?

    Consolidated Edison reported third quarter 2026 revenue of US$4,913 million and net income of US$766 million, with higher basic and diluted earnings per share from continuing operations compared with the same period in 2025. The utility is pairing this earnings performance with plans for major New York grid upgrades, including distribution-level storage and up to 1 GW of land-based renewables annually, alongside participation in the Propel NY Energy transmission build out. The focus now...

22. ·Nov 15, 6:15 AMstreamnews

    Does Earnings Growth Change The Bull Case For Con Edison (ED)?

    Consolidated Edison reported third quarter 2026 revenue of US$4,913 million and net income of US$766 million, with higher basic and diluted earnings per share from continuing operations compared with the same period in 2025. The utility is pairing this earnings performance with plans for major New York grid upgrades, including distribution-level storage and up to 1 GW of land-based renewables annually, alongside participation in the Propel NY Energy transmission build out. The focus now...

23. ·Nov 15, 6:00 AMstreamnews

    Does Earnings Growth Change The Bull Case For Con Edison (ED)?

    Consolidated Edison reported third quarter 2026 revenue of US$4,913 million and net income of US$766 million, with higher basic and diluted earnings per share from continuing operations compared with the same period in 2025. The utility is pairing this earnings performance with plans for major New York grid upgrades, including distribution-level storage and up to 1 GW of land-based renewables annually, alongside participation in the Propel NY Energy transmission build out. The focus now...

24. ·Nov 15, 5:45 AMstreamnews

    Does Earnings Growth Change The Bull Case For Con Edison (ED)?

    Consolidated Edison reported third quarter 2026 revenue of US$4,913 million and net income of US$766 million, with higher basic and diluted earnings per share from continuing operations compared with the same period in 2025. The utility is pairing this earnings performance with plans for major New York grid upgrades, including distribution-level storage and up to 1 GW of land-based renewables annually, alongside participation in the Propel NY Energy transmission build out. The focus now...

25. ·Nov 15, 5:30 AMstreamnews

    Does Earnings Growth Change The Bull Case For Con Edison (ED)?

    Consolidated Edison reported third quarter 2026 revenue of US$4,913 million and net income of US$766 million, with higher basic and diluted earnings per share from continuing operations compared with the same period in 2025. The utility is pairing this earnings performance with plans for major New York grid upgrades, including distribution-level storage and up to 1 GW of land-based renewables annually, alongside participation in the Propel NY Energy transmission build out. The focus now...

26. ❖Nov 14, 3:08 PMnewsvia finnhub

    3 High Quality Dividend Stocks For Investors Watching Interest Rates

    Interest rates look stuck in a holding pattern, inflation sits above target, and Fed Vice Chair Jefferson keeps stressing data over promises. That mix keeps pressure on many growth stories, while investors hunting income are paying closer attention to dividends backed by real cash flow. This article walks through three high-quality dividend stocks from our screener that are closely tied to this backdrop, and explains why their reaction to the Fed’s stance could matter for your portfolio. The...

27. ❖Nov 14, 6:06 AMnewsvia finnhub

    A $4.6 Billion Fund Dumps These 2 Stocks

    Key TakeawaysClean Energy Transition, a $4. 6 billion firm, sold all its Xcel Energy and Fortive shares in the third quarter and added 29% to Consolidated Edison.

28. ❖Nov 13, 8:16 PMnewsvia finnhub

    Con Edison (ED) Stock Looks Rich With Dividend Value In Mind

    Consolidated Edison has delivered strong share price gains in recent years, and that puts fresh attention on a simple question for income focused investors. Is the current valuation supported by the dividend stream that shareholders pay for at today's price? The stock has returned 82.5% over 5 years, which raises the stakes on whether the future stream of dividend payments still lines up with that move. Planned spending on renewable projects and climate resilience can support long term...

29. ❖Nov 13, 2:12 AMnewsvia finnhub

    Does Earnings Growth Change The Bull Case For Con Edison (ED)?

    Consolidated Edison reported third quarter 2026 revenue of US$4,913 million and net income of US$766 million, with higher basic and diluted earnings per share from continuing operations compared with the same period in 2025. The utility is pairing this earnings performance with plans for major New York grid upgrades, including distribution-level storage and up to 1 GW of land-based renewables annually, alongside participation in the Propel NY Energy transmission build out. The focus now...

30. ?Nov 12, 5:21 PMdecisionconsidered

    Agent 20 — SIR Price/Volume — skip

    [no_pattern] The 20-day PV path shows an impressive climb from the $109–$112 cluster (Oct 19–21) up through $121.44 on Nov 5 (volume 4.6M), but the path since then has been unable to consolidate bullishly: four of the last seven sessions (Nov 5–11) are down-days with closes retreating to the $118–$119 band, and today's Nov 12 bar — while nominally an UP day at $119.38 — delivers only a +0.16% close on a massive 5.8M volume spike (z-score 5.26 vs. a 20-day ADV of 2.3M). Under the SIR framework the signal lives in the path, not the dot: a nearly flat close on 2.5× normal volume, following a stalling sub-path that sits ~$2 below the Nov 5 high, does not confirm renewed accumulation. The overall path from Oct 30 onward traces a potential exhaustion/distribution arc — high volume on Nov 4–5 (3.1M and 4.6M) marked the price peak, and today's outsized volume at a lower price is ambiguous at best. Risks: A confirmed bullish re-read would require the next 2–3 sessions to close firmly above $121 (the Nov 5 high) on sustained above-average volume, re-establishing the up-and-right drift; conversely, a close back below $116 on expanding volume would confirm distribution and invalidate any residual bullish case. The macro tailwind from the 1.7σ low in 10Y inflation expectations (T10YIE 2.2 on Nov 10) is a genuine bull input for long-duration utilities, but it has not yet produced the kind of multi-session, price-advancing volume dominance the SIR methodology demands for a high-conviction call.

31. ❖Nov 12, 11:05 AMnewsvia finnhub

    ConEd joins utilities seeking to loosen New York restrictions on owning generation

    The company says reforms would boost renewables and help it achieve resource adequacy and environmental compliance targets. It has also asked regulators to expand distribution and transmission-connected storage options.

32. ❖Nov 12, 9:04 AMnewsvia finnhub

    Common Energy Crosses 1GW of Community Solar Projects; 500MW of Live Renewable Energy Assets

    NEW YORK, November 12, 2026--Common Energy crosses 1GW of community solar projects under management, with 500MW of live projects helping people save on electricity costs.

33. ❖Nov 12, 8:40 AMnewsvia finnhub

    Consolidated Edison Stock: Analyst Estimates & Ratings

    Despite rallying the broader market over the past year, analysts remain unsure about Consolidated Edison's prospects.

34. ❖Nov 12, 6:03 AMnewsvia finnhub

    ETFs Are Net Sellers of Consolidated Edison (ED) on Tuesday

    Consolidated Edison (ED) saw $18.6 million in net ETF selling on Tuesday, Nov. 10.

35. ❖Nov 11, 3:07 PMnewsvia finnhub

    Are Utilities Stocks Lagging Consolidated Edison (ED) This Year?

    Here is how Consolidated Edison (ED) and MYR Group (MYRG) have performed compared to their sector so far this year.

36. ❖Nov 10, 5:20 PMnewsvia finnhub

    How Many Shares of Consolidated Edison, Duke Energy or AEP Pay $1,000 a Month in Dividends?

    Key TakeawaysAt today’s prices, $1,000 a month in dividends takes 3,381 shares of Consolidated Edison, 2,765 of Duke Energy or 3,093 of American Electric Power. Duke Energy’s 3.

37. ❖Nov 10, 4:50 AMnewsvia finnhub

    1 Utility Stock Quietly Paying a 3% Yield Investors Keep Overlooking

    For whatever reason(s), Consolidated Edison is a quiet utility stock, but it probably shouldn't be.

38. ❖Nov 7, 12:35 AMnewsvia finnhub

    69 Dividend Champions Ranked By Quality Scores (November 2026)

    Explore 69 Dividend Champions ranked by quality, safety, and value.

39. ❖Nov 6, 8:09 AMnewsvia finnhub

    Consolidated Edison Q3 Earnings Lag Estimates, Revenues Rise Y/Y

    ED's Q3 revenues rise 8.5% and earnings grow 8.4%, while the utility narrows its 2026 earnings guidance and outlines $38 billion in planned investments.

40. ❖Nov 6, 7:07 AMnewsvia finnhub

    Barclays Maintains Underweight on Consolidated Edison, Raises Price Target to $108

    Barclays analyst Nicholas Campanella maintains Consolidated Edison (NYSE:ED) with a Underweight and raises the price target from $106 to $108.

41. ❖Nov 6, 6:56 AMnewsvia finnhub

    Wells Fargo Maintains Overweight on Consolidated Edison, Raises Price Target to $134

    Wells Fargo analyst Shahriar Pourreza maintains Consolidated Edison (NYSE:ED) with a Overweight and raises the price target from $118 to $134.

42. ❖Nov 5, 7:00 PMnewsvia finnhub

    Consolidated Edison (ED) Misses Q3 Earnings Estimates

    Con Ed (ED) delivered earnings and revenue surprises of -0.48% and +3.09%, respectively, for the quarter ended September 2026. Do the numbers hold clues to what lies ahead for the stock?

43. ❖Nov 5, 6:37 PMnewsvia finnhub

    Consolidated Edison (NYSE:ED) Posts In-Line Q3 Results as Stock Holds Steady After Strong Run

    Consolidated Edison Q3 2026 results were in line with estimates, with EPS of $2.07 and revenue of $4.913B; shares flat after a strong rally.

44. ❖Nov 5, 5:30 PMnewsvia finnhub

    Compared to Estimates, Con Ed (ED) Q3 Earnings: A Look at Key Metrics

    The headline numbers for Con Ed (ED) give insight into how the company performed in the quarter ended September 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

45. ❖Nov 5, 4:48 PMnewsvia finnhub

    Con Ed: Q3 Earnings Snapshot

    NEW YORK (AP) — NEW YORK (AP) — Consolidated Edison Inc. (ED) on Thursday reported third-quarter profit of $766 million.

46. ❖Nov 5, 4:33 PMnewsvia finnhub

    CON EDISON REPORTS 2026 THIRD QUARTER EARNINGS

    Consolidated Edison, Inc. (Con Edison) (NYSE: ED) today reported 2026 third quarter net income of $766 million or $2.07 a share compared with $688 million or $1.91 a share in the 2025 third quarter. Adjusted earnings (non-GAAP) were $766 million or $2.07 a share in the 2026 period compared with $686 million or $1.90 a share in the 2025 period. Adjusted earnings and adjusted earnings per share in the 2025 period exclude accretion of the basis difference of Con Edison's equity interest in Mountain

47. ❖Nov 5, 1:20 PMnewsvia finnhub

    Consolidated Edison Says Reached Agreement With Our Regulator, Other Stakeholders On New Investment Plan For Our Steam Business That Is Awaiting Approval; : Plans To Invest ~$797M In Climate Resilience From 2026 Through 2030

    "We have a responsibility to protect our equipment and customers from increasingly extreme weather and plan to invest approximately $797 million in climate resilience from 2026 through 2030," Cawley added.

48. ❖Nov 5, 12:42 PMnewsvia finnhub

    Consolidated Edison Q3 Adj. EPS $2.07 Beats $2.03 Estimate, Sales $4.913B Beat $4.748B Estimate

    Consolidated Edison (NYSE:ED) reported quarterly earnings of $2.07 per share which beat the analyst consensus estimate of $2.03 by 1.97 percent. This is a 8.95 percent increase over earnings of $1.90 per share from the

49. ❖Nov 5, 12:36 PMnewsvia finnhub

    Consolidated Edison Narrows FY2026 Adj EPS Guidance from $6.00-$6.20 to $6.05-$6.15 vs $6.10 Est

    Consolidated Edison (NYSE:ED) narrows FY2026 Adj EPS guidance from $6.00-$6.20 to $6.05-$6.15 vs $6.10 analyst estimate..

50. ❖Nov 5, 12:34 PMnewsvia finnhub

    Consolidated Edison Q3 Adj. EPS $2.07 Beats $2.03 Estimate

    Consolidated Edison (NYSE:ED) reported quarterly earnings of $2.07 per share which beat the analyst consensus estimate of $2.03 by 1.97 percent. This is a 8.95 percent increase over earnings of $1.90 per share from the

51. ❖Nov 5, 8:47 AMnewsvia finnhub

    Treasury Yields Are Falling. These 3 Dividend Stocks Could Be Big Winners

    A post-midterm risk-off move is pushing Treasury yields lower, and regulated utilities stand to gain twice. One pays the most income, one owns a 52-year raise streak, and one has OpenAI as a customer. Each also hides a risk.

52. ❖Nov 4, 10:17 PMnewsvia finnhub

    Why Atmos Energy Stock And Utility Dividends Look More Attractive As Bond Yields Fall

    Markets just flipped from war worries to a broad risk-on mood as Democrats’ midterm wins cooled fears around the US Iran conflict, sent Brent crude below $100, and pulled bond yields lower. That combination can quickly reshuffle which high-dividend, bond-sensitive utilities look appealing and which feel crowded. This piece breaks down three stocks from our U.S. High-Dividend, Bond-Sensitive Utilities screener that appear most exposed to this shift. The three utilities highlighted below are...

53. ❖Nov 4, 11:31 AMnewsvia finnhub

    Toyota, ConocoPhillips On Deck Thursday As Auto Demand, Oil Prices Face Test

    Toyota Motor headlines Thursday’s reports, with investors weighing the automaker’s earnings outlook against a stock still well below its 52-week high. ConocoPhillips, Sony Group, Parker Hannifin and Canadian Natural

54. ❖Nov 4, 10:52 AMnewsvia finnhub

    Are These 5 Utility Stocks Set to Surpass Q3 Earnings Estimates?

    Five utility stocks gear up for Q3 2026 earnings as AI-driven power demand and grid investments fuel growth, while increasing expenses are a headwind.

55. ❖Nov 4, 8:29 AMnewsvia finnhub

    Consolidated Edison to Report Q3 Results: What's in the Cards?

    ED's Q3 earnings may benefit from rate base growth and infrastructure investments, but rising interest expenses and costs could weigh on results.

56. ❖Nov 3, 5:16 PMnewsvia finnhub

    How Much Did Dominion Stock Really Pay Its Holders?

    For questions about this article or underlying research, email help@trefis.com.

57. ❖Nov 3, 8:15 AMnewsvia finnhub

    Unlocking Q3 Potential of Con Ed (ED): Exploring Wall Street Estimates for Key Metrics

    Get a deeper insight into the potential performance of Con Ed (ED) for the quarter ended September 2026 by going beyond Wall Street's top-and-bottom-line estimates and examining the estimates for some of its key metrics.

58. ▣Nov 1, 7:00 PMjournalrotation

    Agent 18 — Low Volatility closed long 42 @ $118.48 (+$629.16)

    Low Volatility monthly rebalance. Position retained in target set; re-entered at equal weight.

59. ❖Oct 31, 9:14 AMnewsvia finnhub

    Consolidated Edison (ED) Could Be 9% Overvalued As Billing And Inspection Cases Raise Questions

    Consolidated Edison (ED) is back in the spotlight after two unusual headlines: a decade-long billing error affecting a Queens customer and a separate criminal case involving faked gas safety inspections that cost the utility more than US$60 million. Those headlines are landing at a time when Consolidated Edison’s recent market performance has been relatively strong. The share price is up 14.12% over the past month and 16.65% year to date, while investors have seen a 77.27% total shareholder...

60. ❖Oct 30, 7:15 PMnewsvia finnhub

    Con Edison (ED) Stock Looks In Line As Its 77% Run Draws Focus

    Consolidated Edison has delivered a strong run in recent years, which puts fresh attention on a simple question for income focused investors: Is the current share price still aligned with what its dividend stream alone can justify? Over the past 5 years, Consolidated Edison has returned 77.3%, which puts meaningful weight on whether those gains are adequately supported by its future dividend payouts. Recent headlines have ranged from a fraud case that imposed about US$60 million in extra...

61. ❖Oct 30, 7:40 AMnewsvia finnhub

    Dominion Energy (D) Q3 Earnings and Revenues Surpass Estimates

    Dominion Energy (D) delivered earnings and revenue surprises of +6.67% and +17.03%, respectively, for the quarter ended September 2026. Do the numbers hold clues to what lies ahead for the stock?

62. ❖Oct 29, 9:00 AMnewsvia finnhub

    Consolidated Edison (ED) Reports Next Week: Wall Street Expects Earnings Growth

    Con Ed (ED) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

63. ❖Oct 28, 3:31 PMnewsvia finnhub

    Is PSEG's Dividend Enough To Make Up For Its Lagging Stock Price?

    For questions about this article or underlying research, email help@trefis.com.

64. ❖Oct 28, 10:25 AMnewsvia finnhub

    4 Top Wind Energy Stocks to Bet on for Solid Long-Term Gains

    U.S. wind power capacity is set to reach 179.1 GW by 2027. Clearway Energy, Consolidated Edison, OGE Energy and MGE Energy offer promising growth opportunities.

65. ❖Oct 28, 10:02 AMnewsvia finnhub

    5 Utility Stocks Paying Reliable Income Without the Dividend Risk

    Not every high-yield utility stock is as safe as it looks, and the difference between a reliable income stream and a dividend trap comes down to one metric most investors overlook entirely.

66. ❖Oct 28, 6:50 AMnewsvia finnhub

    OGE Energy (OGE) Surpasses Q3 Earnings and Revenue Estimates

    OGE Energy (OGE) delivered earnings and revenue surprises of +10.15% and +6.44%, respectively, for the quarter ended September 2026. Do the numbers hold clues to what lies ahead for the stock?

67. ❖Oct 27, 9:29 AMnewsvia finnhub

    CenterPoint Energy Q3 Earnings Beat Estimates, Revenues Improve Y/Y

    CNP beats Q3 2026 earnings and revenue estimates, with sales rising 10.2% year over year, and raises its full-year adjusted EPS guidance.

68. ❖Oct 26, 8:50 AMnewsvia finnhub

    Are Utilities Stocks Lagging Consolidated Edison (ED) This Year?

    Here is how Consolidated Edison (ED) and Enel Chile (ENIC) have performed compared to their sector so far this year.

69. ❖Oct 26, 6:38 AMnewsvia finnhub

    Consolidated Edison Earnings Preview: What to Expect

    Consolidated Edison is expected to release its third-quarter earnings next month, and analysts anticipate a single-digit rise in its bottom line.

70. ❖Oct 25, 9:09 PMnewsvia finnhub

    3 Utility Dividend Stocks For Steady Income While Rates Stay Higher

    Rates stuck in a holding pattern, inflation still above target and the Fed hinting it may not be done yet. That mix keeps pressure on growth stories and puts steady cash payers back in the spotlight. Investors hunting for resilience and reliable income are watching this closely, because moments like this can reshape portfolios for years. This article walks through 3 dividend stocks exposed to this macro story. The stocks covered next are just a sample to illustrate the idea. The full screen...

71. ❖Oct 23, 4:45 AMnewsvia finnhub

    Top 3 Utilities Stocks That May Fall Off A Cliff This Quarter

    Three utility stocks—Consolidated Edison, Southern and Atmos Energy—show overbought RSI readings near 80, warning momentum-focused investors.

72. ❖Oct 22, 3:58 AMnewsvia finnhub

    HSBC Initiates Coverage On Consolidated Edison with Hold Rating, Announces Price Target of $104

    HSBC analyst Meike Becker initiates coverage on Consolidated Edison (NYSE:ED) with a Hold rating and announces Price Target of $104.

73. ❖Oct 20, 10:44 PMnewsvia finnhub

    Consolidated Edison: Hold For Dividends, Wait For A Lower Price (Rating Downgrade)

    Consolidated Edison is trading near fair value, with a 'Hold' rating and a $115 target price, offering only 2.4% upside. I downgrade ED stock to hold. Click to read more.

74. ❖Oct 20, 9:16 AMnewsvia finnhub

    Getting Closer To The End Of The 'Boom' Part Of The Cycle

75. ?Oct 16, 2:51 PMdecisionconsidered

    Agent 7 — Day Trader — decide: skip

    ED is up 2.05% intraday, a meaningful move for a defensive utility. However, several factors weigh against continuation: (1) With only 55 minutes remaining until the 3:45 PM forced close, there is limited runway for the +3% profit target to be reached from current levels — it would need another ~1% gain from here. (2) The macro backdrop is negative for rate-sensitive utilities: 30-year mortgage rates at 7.4% (3.3σ above trend) signals elevated long-end rate pressure, which is a structural headwind for utility valuations. ED as a high-dividend utility is particularly sensitive to rate comparisons. (3) The news flow is generic dividend/utility comparison content — no company-specific catalyst that would explain or sustain the move. (4) A 2% move in a low-beta utility name without a clear fundamental driver raises mean-reversion risk into the close as momentum fades. The combination of limited time, adverse rate environment, and no identifiable catalyst driving sustained buying keeps this just below the continuation threshold.

76. !Oct 16, 2:51 PMsignalseverity 0.02

    Agent 7 — Day Trader — day_trade_skipped

    ED is up 2.05% intraday, a meaningful move for a defensive utility. However, several factors weigh against continuation: (1) With only 55 minutes remaining until the 3:45 PM forced close, there is limited runway for the +3% profit target to be reached from current levels — it would need another ~1% gain from here. (2) The macro backdrop is negative for rate-sensitive utilities: 30-year mortgage rates at 7.4% (3.3σ above trend) signals elevated long-end rate pressure, which is a structural headwind for utility valuations. ED as a high-dividend utility is particularly sensitive to rate comparisons. (3) The news flow is generic dividend/utility comparison content — no company-specific catalyst that would explain or sustain the move. (4) A 2% move in a low-beta utility name without a clear fundamental driver raises mean-reversion risk into the close as momentum fades. The combination of limited time, adverse rate environment, and no identifiable catalyst driving sustained buying keeps this just below the continuation threshold.

77. ❖Oct 16, 1:15 PMnewsvia finnhub

    5 Dividend Stocks Yielding Up to 8% That Could Keep Paying for Years

    A 52-year raise streak sounds safe until you put it next to a 7.8% yield, a reset dividend, and a consumer staples giant whose payouts free cash flow still covers even as profits shrink. Five income stocks, five very different kinds of durability.

78. ❖Oct 16, 12:16 PMnewsvia finnhub

    Better Dividend Stock: Duke Energy vs. Consolidated Edison

    Key TakeawaysDuke Energy yields 3. 8% and Consolidated Edison 3.

79. ❖Oct 16, 9:00 AMnewsvia finnhub

    Tax-Free Utility Investing: How to Keep the IRS Away From Your Dividends

    Every year a taxable utility portfolio quietly hands thousands of dollars to the IRS that a different account structure would let you keep forever. Five popular dividend stocks reveal exactly how large that silent penalty grows over time.

80. ?Oct 15, 9:50 AMdecisionconsidered

    Agent 7 — Day Trader — decide: skip

    ED (Consolidated Edison) is a classic rate-sensitive utility. The macro context shows the 5-year forward inflation rate (T5YIFR) printing 2.34, which is 1.6σ above the 24-month trend — this signals elevated inflation expectations, which typically pressure rate-sensitive utilities like ED by implying higher long-term rates and compressing the yield spread advantage that drives utility valuations. The 1.65% move up today is modest (below the 2-5% 'meaningful conviction' threshold) and lacks any identifiable catalyst from recent headlines. With 355 minutes remaining there is ample time, but the macro backdrop (elevated inflation expectations = rate headwind for utilities) is a genuine reason to expect fade rather than continuation. Utilities tend to get sold when rate/inflation expectations rise. This macro headwind is a real fading factor — not just absence of news — which justifies a sub-0.5 probability. The move may reflect morning rotation or short covering rather than durable buy-side conviction.

81. !Oct 15, 9:50 AMsignalseverity 0.02

    Agent 7 — Day Trader — day_trade_skipped

    ED (Consolidated Edison) is a classic rate-sensitive utility. The macro context shows the 5-year forward inflation rate (T5YIFR) printing 2.34, which is 1.6σ above the 24-month trend — this signals elevated inflation expectations, which typically pressure rate-sensitive utilities like ED by implying higher long-term rates and compressing the yield spread advantage that drives utility valuations. The 1.65% move up today is modest (below the 2-5% 'meaningful conviction' threshold) and lacks any identifiable catalyst from recent headlines. With 355 minutes remaining there is ample time, but the macro backdrop (elevated inflation expectations = rate headwind for utilities) is a genuine reason to expect fade rather than continuation. Utilities tend to get sold when rate/inflation expectations rise. This macro headwind is a real fading factor — not just absence of news — which justifies a sub-0.5 probability. The move may reflect morning rotation or short covering rather than durable buy-side conviction.

82. ▣Sep 30, 8:00 PMjournalrotation

    Agent 18 — Low Volatility closed long 42 @ $103.50 (-$147.84)

    Low Volatility monthly rebalance. Position retained in target set; re-entered at equal weight.

83. ▢Sep 30, 8:00 PMjournal

    Agent 18 — Low Volatility opened long 42 @ $103.50

84. ?Sep 30, 6:21 PMdecisionconsidered

    Agent 20 — SIR Price/Volume — skip

    [distribution] The 20-day PV path traces a clear down-and-right drift: ED peaked at $108.75 on 2026-09-03 and has carved a persistent sequence of lower closes, falling to $102.31 by 2026-09-30 — a decline of roughly $6.44 over the period. Critically, the two heaviest volume sessions are both DOWN days: 2026-09-18 (3.4M, -1.54%) and today 2026-09-30 (5.5M, -0.99%, z-score 7.26 vs. the 20-day ADV of 2.0M), while the UP days cluster around 1.5–2.2M — a textbook SIR distribution signature where sellers are absorbing demand on elevated volume under cover of a still-elevated price. The three-session sub-path ending today (2026-09-28: $102.83 down on 2.0M; 2026-09-29: $103.33 up on 1.8M; 2026-09-30: $102.31 down on 5.5M) shows net negative price movement (-$0.52) on sharply expanding volume, satisfying two of the three bearish confirmation criteria required even in a bull regime: (2) the 3-session sub-path is net negative on expanding volume, and (3) the overall 20-day path shows an unambiguous down-and-right drift from $107.67 to $102.31. Risks: A reversal back above the $103.50–$104.00 resistance band on above-average UP-day volume (≥2.5M) over the next 2–3 sessions would invalidate the distribution read and suggest the 2026-09-30 spike was a one-off capitulation flush rather than continued institutional selling. Additionally, a meaningful cooling in the 5Y breakeven inflation rate (T5YIFR currently 2.36, 2.0σ above trend) could relieve rate pressure on utilities and catalyze a sharp mean-reversion rally that overwhelms the bearish PV path.

85. ▣Aug 31, 8:00 PMjournalrotation

    Agent 18 — Low Volatility closed long 44 @ $107.02 (-$40.92)

    Low Volatility monthly rebalance. Position retained in target set; re-entered at equal weight.

86. ▢Aug 31, 8:00 PMjournal

    Agent 18 — Low Volatility opened long 42 @ $107.02

87. ▣Aug 2, 8:00 PMjournalrotation

    Agent 18 — Low Volatility closed long 44 @ $107.95 (-$117.92)

    Low Volatility monthly rebalance. Position retained in target set; re-entered at equal weight.

88. ▢Aug 2, 8:00 PMjournal

    Agent 18 — Low Volatility opened long 44 @ $107.95

89. ?Jul 22, 2:20 PMdecisionconsidered

    Agent 7 — Day Trader — decide: skip

    ED (Consolidated Edison) is up 1.85% today, a meaningful move for a utility name. No headlines are present, but absence of news is not disqualifying — real size moved this stock. ED is a classic defensive utility, and the macro context is relevant: T10Y2Y at 0.37 is 1.7σ below its 24-month trend, indicating a flattening/near-flat yield curve. A flat or slightly inverted curve tends to be supportive for defensive/utility sectors, as investors rotate toward yield plays when the curve signals slower growth expectations. This macro backdrop is modestly tailwind for ED continuing its upside drift. However, at 85 minutes remaining, there is reasonable time for continuation but not abundant. The move is below the 2% threshold where I would assign higher conviction, and with no catalyst clearly identifiable, there is some fade risk as profit-taking by late-session traders is plausible. Overall, the macro backdrop is supportive for defensives, the move has real size behind it, and there is no specific reversal signal — this is an ordinary momentum read with slight macro support, warranting a probability modestly above 0.5.

90. !Jul 22, 2:20 PMsignalseverity 0.02

    Agent 7 — Day Trader — day_trade_skipped

    ED (Consolidated Edison) is up 1.85% today, a meaningful move for a utility name. No headlines are present, but absence of news is not disqualifying — real size moved this stock. ED is a classic defensive utility, and the macro context is relevant: T10Y2Y at 0.37 is 1.7σ below its 24-month trend, indicating a flattening/near-flat yield curve. A flat or slightly inverted curve tends to be supportive for defensive/utility sectors, as investors rotate toward yield plays when the curve signals slower growth expectations. This macro backdrop is modestly tailwind for ED continuing its upside drift. However, at 85 minutes remaining, there is reasonable time for continuation but not abundant. The move is below the 2% threshold where I would assign higher conviction, and with no catalyst clearly identifiable, there is some fade risk as profit-taking by late-session traders is plausible. Overall, the macro backdrop is supportive for defensives, the move has real size behind it, and there is no specific reversal signal — this is an ordinary momentum read with slight macro support, warranting a probability modestly above 0.5.

91. ?Jul 6, 1:35 PMdecisionconsidered

    Agent 7 — Day Trader — decide: skip

    ED (Consolidated Edison) is a classic long-duration utility stock, highly rate-sensitive. The macro context shows T10YIE (10-year breakeven inflation) printing 1.6σ below trend as of July 2nd, which generally supports lower nominal yields and would typically be a tailwind for utilities like ED — yet the stock is down 1.50% today. This divergence is notable: if the rate environment is favorable but ED is still selling off, it suggests either idiosyncratic selling pressure or a broader risk-on rotation away from defensives. The move is meaningful (-1.50%) but sits right at the threshold of 'significant.' With 130 minutes remaining, there is ample time for continuation, but the favorable macro backdrop (low inflation expectations = lower rates = utility positive) creates a real headwind against further downside. No news headlines available to explain the move, which slightly reduces conviction in continuation. The conflicting signals — momentum down but macro supportive — push this below the 0.5 threshold. The most likely scenario is some mean reversion or stabilization into the close as rate-sensitive buyers step in, given the low inflation expectations environment. Not a high-conviction fade, but enough to avoid leaning into the downside continuation.

92. !Jul 6, 1:35 PMsignalseverity -0.02

    Agent 7 — Day Trader — day_trade_skipped

    ED (Consolidated Edison) is a classic long-duration utility stock, highly rate-sensitive. The macro context shows T10YIE (10-year breakeven inflation) printing 1.6σ below trend as of July 2nd, which generally supports lower nominal yields and would typically be a tailwind for utilities like ED — yet the stock is down 1.50% today. This divergence is notable: if the rate environment is favorable but ED is still selling off, it suggests either idiosyncratic selling pressure or a broader risk-on rotation away from defensives. The move is meaningful (-1.50%) but sits right at the threshold of 'significant.' With 130 minutes remaining, there is ample time for continuation, but the favorable macro backdrop (low inflation expectations = lower rates = utility positive) creates a real headwind against further downside. No news headlines available to explain the move, which slightly reduces conviction in continuation. The conflicting signals — momentum down but macro supportive — push this below the 0.5 threshold. The most likely scenario is some mean reversion or stabilization into the close as rate-sensitive buyers step in, given the low inflation expectations environment. Not a high-conviction fade, but enough to avoid leaning into the downside continuation.

93. ▢Jun 30, 8:00 PMjournal

    Agent 18 — Low Volatility opened long 44 @ $110.63

94. ▣Jun 29, 8:00 PMjournalstop

    options_momentum closed long 100 @ $2.99 (-$70.10)

    Stop: premium $2.99 ≤ trailing floor $3.06 (peak $4.08 × 0.75)

95. ✓Jun 29, 7:06 AMdecisionacted

    options_momentum — decide: buy

    CALL on ED — 5-day return 5.36% with close above 20-day MA ($106.92). IV 19.1%. Sized 1 contract(s) at $3.93 premium.

96. ▢Jun 28, 8:00 PMjournal

    options_momentum opened long 100 @ $3.70

97. ?Jun 23, 11:35 AMdecisionconsidered

    Agent 7 — Day Trader — decide: skip

    ED (Consolidated Edison) is up 1.63% today, a meaningful move for a utility stock. The macro context is supportive: the 10-year inflation breakeven (T10YIE) is running 1.7σ below its 24-month trend at 2.23, which implies lower real yields and a favorable environment for long-duration, dividend-sensitive sectors like utilities. Lower inflation expectations reduce discount rates on stable cash flows, supporting utility valuations. There are no adverse headlines to suggest a news-driven reversal. With 250 minutes remaining (roughly 4+ hours), there is ample time for continuation. The move magnitude (~1.6%) is meaningful for ED but not yet at a level suggesting exhaustion or overextension. The primary risk is that utilities can fade if broader risk appetite picks up intraday, but there is no macro signal pointing to that here. On balance, the macro tailwind and absence of counter-evidence support modest continuation, though no strong catalyst warrants a high-conviction call.

98. !Jun 23, 11:35 AMsignalseverity 0.02

    Agent 7 — Day Trader — day_trade_skipped

    ED (Consolidated Edison) is up 1.63% today, a meaningful move for a utility stock. The macro context is supportive: the 10-year inflation breakeven (T10YIE) is running 1.7σ below its 24-month trend at 2.23, which implies lower real yields and a favorable environment for long-duration, dividend-sensitive sectors like utilities. Lower inflation expectations reduce discount rates on stable cash flows, supporting utility valuations. There are no adverse headlines to suggest a news-driven reversal. With 250 minutes remaining (roughly 4+ hours), there is ample time for continuation. The move magnitude (~1.6%) is meaningful for ED but not yet at a level suggesting exhaustion or overextension. The primary risk is that utilities can fade if broader risk appetite picks up intraday, but there is no macro signal pointing to that here. On balance, the macro tailwind and absence of counter-evidence support modest continuation, though no strong catalyst warrants a high-conviction call.

99. ?Jun 9, 10:51 AMdecisionconsidered

    Agent 7 — Day Trader — decide: skip

    ED (Consolidated Edison) is up 1.51% today, a modest but real move for a defensive utility. With 294 minutes remaining (~4.9 hours), there is ample time for continuation. The macro backdrop is modestly supportive: T10Y2Y at 0.41 (2.0σ below trend) signals a flattening/low-rate environment, which is historically favorable for defensives like utilities — lower long rates reduce the discount rate on their steady dividends and make their yield more attractive relative to Treasuries. No negative headlines are present to catalyze a reversal. The move is below the 2% threshold that would signal exceptional conviction, so this is a routine momentum read rather than a high-conviction setup. No reversal pattern is evident from the data provided. Default lean is continuation given supportive sector macro, ample time, and absence of fade catalysts, but the modest move size and lack of any confirming volume data keep confidence in the lower range.

100. !Jun 9, 10:51 AMsignalseverity 0.02

     Agent 7 — Day Trader — day_trade_skipped

     ED (Consolidated Edison) is up 1.51% today, a modest but real move for a defensive utility. With 294 minutes remaining (~4.9 hours), there is ample time for continuation. The macro backdrop is modestly supportive: T10Y2Y at 0.41 (2.0σ below trend) signals a flattening/low-rate environment, which is historically favorable for defensives like utilities — lower long rates reduce the discount rate on their steady dividends and make their yield more attractive relative to Treasuries. No negative headlines are present to catalyze a reversal. The move is below the 2% threshold that would signal exceptional conviction, so this is a routine momentum read rather than a high-conviction setup. No reversal pattern is evident from the data provided. Default lean is continuation given supportive sector macro, ample time, and absence of fade catalysts, but the modest move size and lack of any confirming volume data keep confidence in the lower range.

101. ?Jun 3, 9:51 AMdecisionconsidered

     Agent 7 — Day Trader — decide: skip

     ED (Consolidated Edison) is up 2.16% intraday with ~355 minutes remaining — ample time for continuation. ED is a defensive utility, and the macro context shows T10Y2Y at 0.42, which is 2.0σ below its 24-month trend. A flatter/lower yield curve is generally supportive for rate-sensitive defensives like utilities, as it signals lower long-end rates and compresses the discount rate on their dividend streams. This macro backdrop provides a plausible fundamental tailwind consistent with the move. No headlines are present, but the move magnitude (2.16%) suggests real institutional flow rather than noise. With no reversal signal, no fade pattern noted, and a macro backdrop that supports defensive/utility outperformance in a bear-flattening environment, the base case is modest continuation. Probability is kept moderate (not high) because: (1) no volume data to confirm conviction, (2) no specific catalyst identified, and (3) utilities can be prone to mean-reversion after sharp intraday moves when not driven by clear news.

102. !Jun 3, 9:51 AMsignalseverity 0.02

     Agent 7 — Day Trader — day_trade_skipped

     ED (Consolidated Edison) is up 2.16% intraday with ~355 minutes remaining — ample time for continuation. ED is a defensive utility, and the macro context shows T10Y2Y at 0.42, which is 2.0σ below its 24-month trend. A flatter/lower yield curve is generally supportive for rate-sensitive defensives like utilities, as it signals lower long-end rates and compresses the discount rate on their dividend streams. This macro backdrop provides a plausible fundamental tailwind consistent with the move. No headlines are present, but the move magnitude (2.16%) suggests real institutional flow rather than noise. With no reversal signal, no fade pattern noted, and a macro backdrop that supports defensive/utility outperformance in a bear-flattening environment, the base case is modest continuation. Probability is kept moderate (not high) because: (1) no volume data to confirm conviction, (2) no specific catalyst identified, and (3) utilities can be prone to mean-reversion after sharp intraday moves when not driven by clear news.

103. ?Jun 1, 4:22 PMdecisionconsidered

     Agent 20 — SIR Price/Volume — skip

     [exhaustion_sell] The 20-day PV path for ED is decidedly bearish: price has drifted from $110.49 on 2026-05-01 down to $105.63 on 2026-05-29, tracing a down-and-right arc as the stock made lower highs (peak recovery only to $108.54 on 2026-05-22) and repeatedly failed to reclaim the early-May levels. Critically, today's final dot — 2026-05-29, close $105.63 on volume of 8.3M (a z-score of +11.33 against the trailing 20-day ADV of just 2.5M) — is an extraordinary volume spike on a DOWN day at or near the recent price low. Under SIR's 2-D framework this projects the path sharply right-and-down into a potential climax/exhaustion zone, not a bullish accumulation: heavy volume is being absorbed by sellers, not accumulators. Up-day volume throughout the path was consistently unimpressive (1.7M–3.4M), while down-day volume dominated on the largest-volume sessions (2026-05-06 at 2.3M, 2026-05-07 at 3.1M, and today at 8.3M), a textbook distribution/exhaustion signature. Risks: This read would be invalidated if the 2026-05-29 volume spike proves to be a panic-capitulation washout — a subsequent session closing materially higher on sustained volume (>4M) would recast today's dot as a bullish exhaustion reversal rather than distribution. Additionally, a sharp yield-curve reversal (T10Y3M retreating well below its 24-month trend) could lift rate-sensitive Utilities broadly and override the negative PV path.

104. ▣May 31, 8:00 PMjournalrotation

     Agent 18 — Low Volatility closed long 36 @ $103.64 (-$71.28)

     Low Volatility monthly rebalance. Position retained in target set; re-entered at equal weight.

105. ?May 29, 9:05 AMdecisionconsidered

     Agent 7 — Day Trader — decide: skip

     ED (Consolidated Edison) is a defensive utility stock down 1.58% intraday with no attributable news catalyst. The macro context shows T10Y3M at 1.8σ above its 24-month trend, indicating a steeper yield curve environment. Rising short-term yields relative to long-term yields are typically a headwind for rate-sensitive utilities like ED, as their dividend yields become less attractive versus risk-free alternatives — this supports the downside move having a fundamental basis. However, several factors argue against continuation: (1) at -1.58%, the move is meaningful but not extreme, and defensive utilities often see dip-buying from income-oriented investors intraday; (2) there are 400 minutes remaining which is actually well beyond the trading day (400 minutes from mid-session would extend past close), suggesting we are early in the session with significant time for mean reversion; (3) no news catalyst means this could be macro/sector rotation pressure that fades as the session progresses; (4) utilities are classic late-day safe-haven plays that can recover into the close. The macro headwind from the yield curve is real but ED's defensive nature and tendency toward reversion on non-news-driven down days keeps me just below the continuation threshold.

106. !May 29, 9:05 AMsignalseverity -0.02

     Agent 7 — Day Trader — day_trade_skipped

     ED (Consolidated Edison) is a defensive utility stock down 1.58% intraday with no attributable news catalyst. The macro context shows T10Y3M at 1.8σ above its 24-month trend, indicating a steeper yield curve environment. Rising short-term yields relative to long-term yields are typically a headwind for rate-sensitive utilities like ED, as their dividend yields become less attractive versus risk-free alternatives — this supports the downside move having a fundamental basis. However, several factors argue against continuation: (1) at -1.58%, the move is meaningful but not extreme, and defensive utilities often see dip-buying from income-oriented investors intraday; (2) there are 400 minutes remaining which is actually well beyond the trading day (400 minutes from mid-session would extend past close), suggesting we are early in the session with significant time for mean reversion; (3) no news catalyst means this could be macro/sector rotation pressure that fades as the session progresses; (4) utilities are classic late-day safe-haven plays that can recover into the close. The macro headwind from the yield curve is real but ED's defensive nature and tendency toward reversion on non-news-driven down days keeps me just below the continuation threshold.

107. ▢May 28, 8:00 PMjournal

     Agent 18 — Low Volatility opened long 36 @ $105.62

108. ?May 19, 1:11 PMdecisionconsidered

     Agent 7 — Day Trader — decide: skip

     ED (Consolidated Edison) is a classic utility/long-duration defensive stock. It has moved +1.96% today, which is a meaningful move for this low-beta name. However, the macro context is a significant headwind: the 10-year inflation breakeven (T10YIE) is printing 2.48, which is 2.4 standard deviations above its 24-month trend. Elevated inflation expectations push real yields higher and compress utility valuations — utilities are among the most rate/inflation-sensitive sectors. This macro backdrop argues for a fade or at minimum a cap on further upside. With 155 minutes remaining there is ample time for the move to either extend or reverse, but the anti-utility macro environment makes continuation suspect. The absence of a news catalyst means this could be a technical bounce or sector rotation move without durable conviction. Balancing the modest momentum evidence against a clearly adverse macro signal for this sector, I lean just below the continuation threshold.

109. !May 19, 1:11 PMsignalseverity 0.02

     Agent 7 — Day Trader — day_trade_skipped

     ED (Consolidated Edison) is a classic utility/long-duration defensive stock. It has moved +1.96% today, which is a meaningful move for this low-beta name. However, the macro context is a significant headwind: the 10-year inflation breakeven (T10YIE) is printing 2.48, which is 2.4 standard deviations above its 24-month trend. Elevated inflation expectations push real yields higher and compress utility valuations — utilities are among the most rate/inflation-sensitive sectors. This macro backdrop argues for a fade or at minimum a cap on further upside. With 155 minutes remaining there is ample time for the move to either extend or reverse, but the anti-utility macro environment makes continuation suspect. The absence of a news catalyst means this could be a technical bounce or sector rotation move without durable conviction. Balancing the modest momentum evidence against a clearly adverse macro signal for this sector, I lean just below the continuation threshold.