Consolidated Edison (ED) — What Changed

Material changes in the AI committee's view · 20 events tracked · Detected nightly

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2026-08-01 MINOR
▼ Score Change

ED's Committee score moved from 59.94 to 59.88 (-0.06, 1 day(s) apart).

59.94 → 59.88 (-0.1)

2026-07-31 MATERIAL
▼ Agreement Shift

ED's Committee agreement moved from 71.40% to 57.10% (-14.30pp, 1 day(s) apart).

71.40 → 57.10 (-14.3)

2026-07-31 MINOR
▼ Score Change

ED's Committee score moved from 60.74 to 59.94 (-0.80, 1 day(s) apart).

60.74 → 59.94 (-0.8)

2026-07-31 MATERIAL
— Conviction Change

ED's Committee conviction moved from moderate to contested (1 day(s) apart).

moderate → contested

2026-07-30 MATERIAL
▲ Agreement Shift

ED's Committee agreement moved from 57.10% to 71.40% (+14.30pp, 1 day(s) apart).

57.10 → 71.40 (+14.3)

2026-07-30 MINOR
▲ Score Change

ED's Committee score moved from 60.21 to 60.74 (+0.53, 1 day(s) apart).

60.21 → 60.74 (+0.5)

2026-07-30 MATERIAL
— Conviction Change

ED's Committee conviction moved from contested to moderate (1 day(s) apart).

contested → moderate

2026-07-28 MINOR
▼ Score Change

ED's Committee score moved from 61.12 to 60.21 (-0.91, 1 day(s) apart).

61.12 → 60.21 (-0.9)

2026-07-18 MINOR
▼ Score Change

ED's Committee score moved from 59.64 to 57.97 (-1.67, 1 day(s) apart).

59.64 → 57.97 (-1.7)

2026-07-17 MATERIAL
▼ Agreement Shift

ED's Committee agreement moved from 80.00% to 66.70% (-13.30pp, 1 day(s) apart).

80.00 → 66.70 (-13.3)

2026-07-17 MINOR
▲ Score Change

ED's Committee score moved from 58.40 to 59.64 (+1.24, 1 day(s) apart).

58.40 → 59.64 (+1.2)

2026-07-17 MATERIAL
— Conviction Change

ED's Committee conviction moved from high to moderate (1 day(s) apart).

high → moderate

2026-07-15 MAJOR
▲ Agreement Shift

ED's Committee agreement moved from 60.00% to 80.00% (+20.00pp, 1 day(s) apart).

60.00 → 80.00 (+20.0)

2026-07-15 MINOR
▼ Score Change

ED's Committee score moved from 59.60 to 58.40 (-1.20, 1 day(s) apart).

59.60 → 58.40 (-1.2)

2026-07-15 MATERIAL
— Conviction Change

ED's Committee conviction moved from moderate to high (1 day(s) apart).

moderate → high

2026-07-14 MINOR
▼ Agreement Shift

ED's Committee agreement moved from 66.70% to 60.00% (-6.70pp, 1 day(s) apart).

66.70 → 60.00 (-6.7)

2026-07-14 MINOR
▼ Score Change

ED's Committee score moved from 63.97 to 59.60 (-4.37, 1 day(s) apart).

63.97 → 59.60 (-4.4)

2026-07-14 MAJOR
— Rating Change

ED moved from Buy to Watch (1 day(s) apart).

Buy → Watch

2026-07-10 MINOR
▲ Agreement Shift

ED's Committee agreement moved from 75.00% to 83.30% (+8.30pp, 3 day(s) apart).

75.00 → 83.30 (+8.3)

2026-07-10 MINOR
▲ Score Change

ED's Committee score moved from 61.65 to 64.75 (+3.10, 3 day(s) apart).

61.65 → 64.75 (+3.1)

How Change Detection Works

Every night, Innellis compares the committee's latest scores against the previous session. Changes are recorded only when they cross documented materiality thresholds — score moves, rating transitions, conviction shifts, and analyst agreement changes. Small day-to-day noise is deliberately filtered out. View full score history →