Consolidated Edison

Management consistently executes complex urban projects and maintains nation-leading reliability. Communication of long-range plans, rate-base forecasts, and credit guardrails is clear. However, the franchise operates under intense political scrutiny on affordability and executive compensation, and outcomes are ultimately bounded by regulators.

No founder-CEO dynamic is present; incentives appear aligned with service reliability, safety, and regulatory outcomes. Sources: company reliability announcements, PSC process records, investor materials.