Position in EIX
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$2,611,110
+$548,314 QoQ
Shares Held
35,072
+24.4% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#321
of 1,068 holders
Holding Since
Mar 2026
2 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, 2026FIRST CITIZENS BANK & TRUST CO holds $86,323,908 across 18 Utilities - Regulated Electric names. EIX ranks #7 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
171,548 | $21,714,544 | |
| 2 | EVRG |
Evergy, Inc.
|
188,646 | $16,304,673 | |
| 3 | FE |
Firstenergy Corp
|
338,879 | $16,110,307 | |
| 4 | EXC |
Exelon Corp
|
310,633 | $14,481,709 | |
| 5 | SO |
Southern Co
|
51,279 | $4,907,912 | |
| 6 | NEE |
Nextera Energy Inc
|
47,088 | $4,132,913 | |
| 7 | EIX |
Edison International
This page
|
35,072 | $2,611,110 | |
| 8 | NWE |
NorthWestern Energy Group, Inc.
|
18,358 | $1,314,799 |
All Filings in EIX
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,611,110 | 35,072 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $2,062,796 | 28,188 | Shares | Sole | 2026-05-13 | |
| No filing history on record for this holder in this stock. | ||||||