Position in EIX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$209,204
-$1,527,354 QoQ
Shares Held
2,810
-90.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#801
of 1,069 holders
Holding Since
Sep 2021
19 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, 2026CI INVESTMENTS INC. holds $300,610,261 across 18 Utilities - Regulated Electric names. EIX ranks #18 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETR |
Entergy Corp /De/
|
962,755 | $110,582,039 | |
| 2 | NEE |
Nextera Energy Inc
|
991,497 | $87,023,691 | |
| 3 | OGE |
Oge Energy Corp.
|
707,764 | $34,439,796 | |
| 4 | CNP |
Centerpoint Energy Inc
|
690,850 | $30,425,034 | |
| 5 | PCG |
PG&E Corp
|
427,033 | $7,182,695 | |
| 6 | EXC |
Exelon Corp
|
121,811 | $5,678,828 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
45,855 | $5,354,488 | |
| 8 | SO |
Southern Co
|
40,184 | $3,846,010 |
All Filings in EIX
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $209,204 | 2,810 | Shares | Sole | 2026-08-13 | |
| 2025-12-31 | $1,736,558 | 28,933 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $160,312 | 2,900 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $130,238 | 2,524 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $108,648 | 1,844 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $232,414 | 2,911 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $213,196 | 2,448 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $291,333 | 4,057 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $252,081 | 3,564 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $184,587 | 2,582 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $133,098 | 2,103 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $183,556 | 2,643 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $145,909 | 2,067 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $68,073 | 1,070 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $28,742 | 508 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,972 | 47 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $3,294 | 47 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $3,207 | 47 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $2,607 | 47 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||