Position in EIX
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$3,177,972
+$201,449 QoQ
Shares Held
42,686
+4.9% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#294
of 1,065 holders
Holding Since
Mar 2020
17 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, 2026FOSTER & MOTLEY INC holds $8,626,827 across 9 Utilities - Regulated Electric names. EIX ranks #1 (36.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EIX |
Edison International
This page
|
42,686 | $3,177,972 | |
| 2 | EXC |
Exelon Corp
|
31,235 | $1,456,175 | |
| 3 | ETR |
Entergy Corp /De/
|
11,497 | $1,320,545 | |
| 4 | CMS |
Cms Energy Corp
|
8,029 | $614,218 | |
| 5 | OGE |
Oge Energy Corp.
|
11,221 | $546,013 | |
| 6 | DUK |
Duke Energy CORP
|
3,405 | $431,004 | |
| 7 | ED |
Consolidated Edison Inc
|
3,779 | $418,070 | |
| 8 | AEP |
American Electric Power Co Inc
|
2,838 | $388,266 |
All Filings in EIX
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,177,972 | 42,686 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $2,976,523 | 40,674 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $2,704,081 | 45,053 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $3,056,597 | 55,293 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $3,408,489 | 66,056 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $4,729,803 | 80,275 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $7,320,609 | 91,691 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $8,030,133 | 92,205 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $6,863,887 | 95,584 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $6,506,664 | 91,993 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $6,067,856 | 84,877 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $4,575,487 | 72,294 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $3,704,879 | 53,346 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $2,229,514 | 31,584 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $1,487,435 | 23,380 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $374,106 | 6,612 | Shares | Sole | 2022-11-04 | |
| 2020-03-31 | $450,373 | 8,220 | Shares | Sole | 2020-04-21 | |
| No filing history on record for this holder in this stock. | ||||||