Position in EIX
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$4,020
+$4,020 QoQ
Shares Held
54
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,003
of 1,069 holders
Holding Since
Mar 2025
2 quarters on record
Derivatives in EIX
reported options exposure · as of Mar 31, 2025CallValue
$0
CallShares
0
PutValue
$2,060,055
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Fulcrum Asset Management LLP holds $11,898,611 across 17 Utilities - Regulated Electric names. EIX ranks #9 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
60,762 | $5,333,080 | |
| 2 | ES |
Eversource Energy
|
45,525 | $3,290,091 | |
| 3 | ED |
Consolidated Edison Inc
|
27,517 | $3,044,205 | |
| 4 | FE |
Firstenergy Corp
|
2,730 | $129,784 | |
| 5 | PCG |
PG&E Corp
|
3,796 | $63,848 | |
| 6 | EXC |
Exelon Corp
|
122 | $5,687 | |
| 7 | XEL |
Xcel Energy Inc
|
70 | $5,621 | |
| 8 | LNT |
Alliant Energy Corp
|
54 | $4,119 |
All Filings in EIX
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,020 | 54 | Shares | Sole | 2026-08-18 | |
| 2025-03-31 | $2,060,055 | 0 | Put | Sole | 2025-04-24 | |
| No filing history on record for this holder in this stock. | ||||||