Position in EIX
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$1,343,584
+$242,698 QoQ
Shares Held
18,360
+0.1% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 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, 2026First National Trust Co holds $32,356,536 across 7 Utilities - Regulated Electric names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
193,685 | $16,999,732 | |
| 2 | AEP |
American Electric Power Co Inc
|
56,857 | $7,778,605 | |
| 3 | SO |
Southern Co
|
32,103 | $3,072,577 | |
| 4 | PPL |
PPL Corp
|
48,340 | $1,757,158 | |
| 5 | DUK |
Duke Energy CORP
|
12,440 | $1,574,654 | |
| 6 | EXC |
Exelon Corp
|
13,426 | $625,920 | |
| 7 | D |
Dominion Energy, Inc
|
8,023 | $547,890 |
All Filings in EIX
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,343,584 | 18,360 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,100,886 | 18,342 | Shares | Other | 2026-02-09 | |
| 2025-09-30 | $1,013,945 | 18,342 | Shares | Sole | 2025-11-06 | |
| No filing history on record for this holder in this stock. | ||||||