Position in EIX
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$26,057
+$1,103 QoQ
Shares Held
350
+2.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#911
of 1,069 holders
Holding Since
Mar 2020
11 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, 2026MOTCO holds $26,691,258 across 24 Utilities - Regulated Electric names. EIX ranks #14 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
121,194 | $10,637,197 | |
| 2 | AEP |
American Electric Power Co Inc
|
43,232 | $5,914,569 | |
| 3 | WEC |
Wec Energy Group, Inc.
|
43,135 | $5,036,873 | |
| 4 | PEG |
Public Service Enterprise Group Inc
|
46,511 | $3,774,832 | |
| 5 | SO |
Southern Co
|
5,542 | $530,424 | |
| 6 | D |
Dominion Energy, Inc
|
3,299 | $225,288 | |
| 7 | XEL |
Xcel Energy Inc
|
2,278 | $182,923 | |
| 8 | ETR |
Entergy Corp /De/
|
1,070 | $122,900 |
All Filings in EIX
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,057 | 350 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $24,954 | 341 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $20,466 | 341 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $18,850 | 341 | Shares | Sole | 2025-10-22 | |
| 2025-03-31 | $5,126 | 87 | Shares | Sole | 2025-05-07 | |
| 2023-06-30 | $347 | 5 | Shares | Sole | 2023-08-04 | |
| 2021-06-30 | $10,985 | 190 | Shares | Sole | 2021-08-04 | |
| 2020-12-31 | $1,696 | 27 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $1,372 | 27 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $1,466 | 27 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $1,479 | 27 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||