Position in EIX
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$212,148
-$2,062 QoQ
Shares Held
2,899
+8.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
6 quarters on record
Voting authority
Sole 91%
Shared 0%
None 9%
Common Shares in EIX Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Choate Investment Advisors holds $5,527,089 across 7 Utilities - Regulated Electric names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
41,944 | $3,681,424 | |
| 2 | AEP |
American Electric Power Co Inc
|
3,140 | $429,583 | |
| 3 | DUK |
Duke Energy CORP
|
2,638 | $333,918 | |
| 4 | SO |
Southern Co
|
3,251 | $311,153 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
2,365 | $276,161 | |
| 6 | LNT |
Alliant Energy Corp
|
3,288 | $250,841 | |
| 7 | EXC |
Exelon Corp
|
5,234 | $244,009 |
All Filings in EIX
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $212,148 | 2,899 | Shares | Sole | 2026-05-13 | |
| 2024-12-31 | $214,210 | 2,683 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $242,371 | 2,783 | Shares | Sole | 2024-11-13 | |
| 2023-12-31 | $281,170 | 3,933 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $251,451 | 3,973 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $275,924 | 3,973 | Shares | Sole | 2023-08-01 | |
| No filing history on record for this holder in this stock. | ||||||