Position in EIX
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,396,756
+$17,241 QoQ
Shares Held
18,761
-0.5% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#432
of 1,069 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 10%
Shared 45%
None 45%
Common Shares in EIX Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026EVERGREEN CAPITAL MANAGEMENT LLC holds $28,918,606 across 26 Utilities - Regulated Electric names. EIX ranks #6 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PCG |
PG&E Corp
|
402,064 | $6,762,715 | |
| 2 | NEE |
Nextera Energy Inc
|
28,972 | $2,542,871 | |
| 3 | DUK |
Duke Energy CORP
|
18,500 | $2,341,729 | |
| 4 | SO |
Southern Co
|
22,483 | $2,151,847 | |
| 5 | ED |
Consolidated Edison Inc
|
12,941 | $1,431,662 | |
| 6 | EIX |
Edison International
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|
18,761 | $1,396,756 | |
| 7 | AEP |
American Electric Power Co Inc
|
9,886 | $1,352,503 | |
| 8 | EXC |
Exelon Corp
|
27,140 | $1,265,266 |
All Filings in EIX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,396,756 | 18,761 | Shares | Other | 2026-07-23 | |
| 2026-03-31 | $1,379,515 | 18,851 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $1,131,796 | 18,857 | Shares | Other | 2026-01-27 | |
| 2025-09-30 | $1,063,199 | 19,233 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $203,664 | 3,947 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $441,781 | 7,498 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $384,828 | 4,820 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $442,416 | 5,080 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $308,925 | 4,302 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $289,285 | 4,090 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $301,401 | 4,216 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $367,081 | 5,800 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $401,767 | 5,785 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $354,431 | 5,021 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $286,416 | 4,502 | Shares | Other | 2023-02-14 | |
| 2022-09-30 | $258,287 | 4,565 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $242,714 | 3,838 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $296,733 | 4,233 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $302,552 | 4,433 | Shares | Sole | 2022-03-11 | |
| 2021-09-30 | $278,292 | 5,017 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $277,882 | 4,806 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $237,857 | 4,059 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $257,813 | 4,104 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $215,866 | 4,246 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $229,731 | 4,230 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $227,378 | 4,150 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||