Position in EIX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$419,749
-$6,378 QoQ
Shares Held
5,638
-3.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#664
of 1,069 holders
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EIX Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026SHELTON CAPITAL MANAGEMENT holds $65,401,059 across 16 Utilities - Regulated Electric names. EIX ranks #9 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
159,685 | $20,212,927 | |
| 2 | CNP |
Centerpoint Energy Inc
|
377,829 | $16,639,589 | |
| 3 | AEP |
American Electric Power Co Inc
|
61,719 | $8,443,776 | |
| 4 | XEL |
Xcel Energy Inc
|
81,090 | $6,511,527 | |
| 5 | EXC |
Exelon Corp
|
126,585 | $5,901,392 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
33,268 | $2,700,030 | |
| 7 | SO |
Southern Co
|
18,817 | $1,800,975 | |
| 8 | NEE |
Nextera Energy Inc
|
11,033 | $968,366 |
All Filings in EIX
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $419,749 | 5,638 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $426,127 | 5,823 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $349,496 | 5,823 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $321,895 | 5,823 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $300,466 | 5,823 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $343,091 | 5,823 | Shares | Sole | 2025-05-15 | |
| 2024-09-30 | $207,970 | 2,388 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||