Position in EIX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$272,784
-$115,143 QoQ
Shares Held
3,664
-30.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#759
of 1,069 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 7%
Shared 0%
None 93%
Common Shares in EIX Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Orion Porfolio Solutions, LLC holds $127,480,638 across 34 Utilities - Regulated Electric names. EIX ranks #34 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
152,002 | $19,240,413 | |
| 2 | SO |
Southern Co
|
187,404 | $17,936,436 | |
| 3 | D |
Dominion Energy, Inc
|
217,259 | $14,836,617 | |
| 4 | NEE |
Nextera Energy Inc
|
119,329 | $10,473,506 | |
| 5 | LNT |
Alliant Energy Corp
|
106,740 | $8,143,194 | |
| 6 | EVRG |
Evergy, Inc.
|
75,581 | $6,532,465 | |
| 7 | AEP |
American Electric Power Co Inc
|
46,407 | $6,348,941 | |
| 8 | WEC |
Wec Energy Group, Inc.
|
49,666 | $5,799,498 |
All Filings in EIX
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $272,784 | 3,664 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $387,927 | 5,301 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $455,791 | 7,594 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $397,297 | 7,187 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $941,906 | 18,254 | Shares | Sole | 2025-08-27 | |
| 2025-03-31 | $1,002,405 | 17,013 | Shares | Sole | 2025-08-01 | |
| 2024-12-31 | $1,284,386 | 16,087 | Shares | Sole | 2025-08-01 | |
| 2024-09-30 | $1,316,887 | 15,121 | Shares | Sole | 2025-07-31 | |
| 2024-06-30 | $1,094,815 | 15,246 | Shares | Sole | 2025-07-31 | |
| 2024-03-31 | $1,042,772 | 14,743 | Shares | Sole | 2025-07-31 | |
| 2023-12-31 | $1,042,467 | 14,582 | Shares | Sole | 2025-07-31 | |
| 2023-09-30 | $2,672,040 | 42,219 | Shares | Sole | 2025-07-31 | |
| 2023-06-30 | $3,055,938 | 44,002 | Shares | Sole | 2025-07-31 | |
| 2023-03-31 | $2,933,720 | 41,560 | Shares | Sole | 2025-07-31 | |
| 2022-12-31 | $2,809,268 | 44,157 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $2,566,808 | 45,366 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $2,956,090 | 46,744 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $4,125,945 | 58,858 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $4,267,740 | 62,531 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $3,660,742 | 65,995 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $3,815,830 | 65,995 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $3,867,131 | 65,992 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $9,068,758 | 144,361 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $4,287,642 | 84,336 | Shares | Sole | 2020-12-03 | |
| No filing history on record for this holder in this stock. | ||||||