Position in EIX
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$658
-$343 QoQ
Shares Held
9
-47.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EIX Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026ALBION FINANCIAL GROUP /UT holds $24,463,174 across 13 Utilities - Regulated Electric names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WEC |
Wec Energy Group, Inc.
|
64,349 | $7,514,032 | |
| 2 | SO |
Southern Co
|
76,979 | $7,367,660 | |
| 3 | ED |
Consolidated Edison Inc
|
43,825 | $4,848,359 | |
| 4 | AEP |
American Electric Power Co Inc
|
10,215 | $1,397,514 | |
| 5 | EVRG |
Evergy, Inc.
|
13,683 | $1,182,621 | |
| 6 | DUK |
Duke Energy CORP
|
8,048 | $1,018,715 | |
| 7 | NEE |
Nextera Energy Inc
|
11,595 | $1,017,693 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
762 | $61,843 |
All Filings in EIX
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $658 | 9 | Shares | Sole | 2026-04-27 | |
| 2025-03-31 | $1,001 | 17 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $1,357 | 17 | Shares | Sole | 2025-01-17 | |
| 2022-06-30 | $695 | 11 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $771 | 11 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $1,501 | 22 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||