Position in EIX
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$34,560,136
+$20,348 QoQ
Shares Held
464,206
-1.6% QoQ
Ownership
0.121%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#85
of 1,069 holders
Holding Since
Mar 2020
26 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, 2026PRINCIPAL FINANCIAL GROUP INC holds $1,928,317,713 across 32 Utilities - Regulated Electric names. EIX ranks #18 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
4,324,709 | $379,579,707 | |
| 2 | XEL |
Xcel Energy Inc
|
1,863,034 | $149,601,628 | |
| 3 | SO |
Southern Co
|
1,462,913 | $140,015,402 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
1,122,849 | $131,115,075 | |
| 5 | DUK |
Duke Energy CORP
|
1,022,750 | $129,459,693 | |
| 6 | AEP |
American Electric Power Co Inc
|
660,006 | $90,295,419 | |
| 7 | D |
Dominion Energy, Inc
|
1,054,487 | $72,010,916 | |
| 8 | ETR |
Entergy Corp /De/
|
619,899 | $71,201,598 |
All Filings in EIX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $34,560,136 | 464,206 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $34,539,788 | 471,984 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $26,754,514 | 445,760 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $23,167,073 | 419,086 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $22,744,918 | 440,793 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $25,671,384 | 435,699 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $36,358,017 | 455,386 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $39,991,204 | 459,194 | Shares | Defined | 2024-10-31 | |
| 2024-06-30 | $30,987,953 | 431,527 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $31,182,380 | 440,865 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $31,038,169 | 434,161 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $27,955,508 | 441,705 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 | $31,381,537 | 451,858 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $32,987,695 | 467,314 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $29,138,341 | 458,006 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $26,834,705 | 474,279 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $30,331,926 | 479,632 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $32,918,749 | 469,597 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $31,546,650 | 462,222 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $26,316,409 | 474,426 | Shares | Defined | 2021-11-09 | |
| 2021-06-30 | $30,748,848 | 531,803 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $26,867,923 | 458,497 | Shares | Defined | 2021-05-10 | |
| 2020-12-31 | $31,037,100 | 494,064 | Shares | Defined | 2021-02-23 | |
| 2020-09-30 | $27,011,240 | 531,299 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $30,570,664 | 562,892 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $28,575,340 | 521,543 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||