Position in EIX
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$368,824
+$8,267 QoQ
Shares Held
4,954
+0.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#690
of 1,069 holders
Holding Since
Sep 2021
19 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in EIX Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026GREENLEAF TRUST holds $31,810,835 across 26 Utilities - Regulated Electric names. EIX ranks #22 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
94,364 | $8,282,328 | |
| 2 | SO |
Southern Co
|
28,986 | $2,774,249 | |
| 3 | DUK |
Duke Energy CORP
|
20,685 | $2,618,306 | |
| 4 | AEP |
American Electric Power Co Inc
|
11,485 | $1,571,262 | |
| 5 | EXC |
Exelon Corp
|
31,659 | $1,475,941 | |
| 6 | ED |
Consolidated Edison Inc
|
13,082 | $1,447,260 | |
| 7 | XEL |
Xcel Energy Inc
|
14,493 | $1,163,787 | |
| 8 | CNP |
Centerpoint Energy Inc
|
25,852 | $1,138,522 |
All Filings in EIX
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $368,824 | 4,954 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $360,557 | 4,927 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $279,212 | 4,652 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $232,617 | 4,208 | Shares | Sole | 2025-10-22 | |
| 2025-03-31 | $301,434 | 5,116 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $524,229 | 6,566 | Shares | Defined | 2025-01-24 | |
| 2024-09-30 | $507,037 | 5,822 | Shares | Defined | 2024-10-22 | |
| 2024-06-30 | $418,436 | 5,827 | Shares | Defined | 2024-07-22 | |
| 2024-03-31 | $417,307 | 5,900 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $453,032 | 6,337 | Shares | Defined | 2024-01-31 | |
| 2023-09-30 | $410,182 | 6,481 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $437,257 | 6,296 | Shares | Defined | 2023-08-09 | |
| 2023-03-31 | $414,363 | 5,870 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $358,435 | 5,634 | Shares | Defined | 2023-01-25 | |
| 2022-09-30 | $370,089 | 6,541 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $396,957 | 6,277 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $476,609 | 6,799 | Shares | Defined | 2022-04-27 | |
| 2021-12-31 | $455,978 | 6,681 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $364,604 | 6,573 | Shares | Defined | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||