Position in EIX
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$7,064,709
-$4,771 QoQ
Shares Held
94,892
-1.8% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#212
of 1,069 holders
Holding Since
Mar 2020
26 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, 2026Janney Montgomery Scott LLC holds $555,970,930 across 29 Utilities - Regulated Electric names. EIX ranks #15 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
1,945,219 | $170,731,871 | |
| 2 | DUK |
Duke Energy CORP
|
766,917 | $97,076,353 | |
| 3 | D |
Dominion Energy, Inc
|
606,277 | $41,402,656 | |
| 4 | SO |
Southern Co
|
421,712 | $40,362,055 | |
| 5 | AEP |
American Electric Power Co Inc
|
248,727 | $34,028,340 | |
| 6 | ETR |
Entergy Corp /De/
|
178,820 | $20,539,265 | |
| 7 | PPL |
PPL Corp
|
560,564 | $20,376,501 | |
| 8 | ED |
Consolidated Edison Inc
|
162,158 | $17,939,539 |
All Filings in EIX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,064,709 | 94,892 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $7,069,480 | 96,604 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $6,014,364 | 100,206 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $8,598,195 | 155,539 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $5,513,976 | 106,860 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $6,324,001 | 107,332 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $7,314,461 | 91,614 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $7,919,267 | 90,932 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $6,559,412 | 91,344 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $6,551,578 | 92,628 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $8,158,080 | 114,115 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $6,721,143 | 106,196 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $7,392,535 | 106,444 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $6,845,677 | 96,978 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $6,275,095 | 98,634 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $5,689,797 | 100,562 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $6,171,337 | 97,586 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $6,719,155 | 95,851 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $6,421,164 | 94,083 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $5,181,618 | 93,413 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $5,302,036 | 91,699 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $5,219,267 | 89,066 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $5,329,523 | 84,838 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $4,541,232 | 89,324 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $4,682,119 | 86,211 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $3,843,682 | 70,153 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||