Position in EIX
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$39,178,195
+$7,139,845 QoQ
Shares Held
526,235
+20.2% QoQ
Ownership
0.137%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#80
of 1,069 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in EIX Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026LPL Financial LLC holds $2,404,875,693 across 38 Utilities - Regulated Electric names. EIX ranks #16 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
4,176,321 | $366,555,694 | |
| 2 | DUK |
Duke Energy CORP
|
2,563,597 | $324,500,108 | |
| 3 | SO |
Southern Co
|
3,203,334 | $306,591,097 | |
| 4 | AEP |
American Electric Power Co Inc
|
1,197,999 | $163,898,243 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
1,340,850 | $156,571,054 | |
| 6 | XEL |
Xcel Energy Inc
|
1,526,598 | $122,585,819 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
1,172,859 | $95,189,236 | |
| 8 | ED |
Consolidated Edison Inc
|
846,852 | $93,687,236 |
All Filings in EIX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $39,178,195 | 526,235 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $32,038,350 | 437,802 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $27,368,399 | 455,988 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $27,550,888 | 498,388 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $22,911,638 | 444,024 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $23,836,498 | 404,557 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $18,665,474 | 233,786 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $20,785,421 | 238,666 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $15,684,955 | 218,423 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $13,970,023 | 197,512 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $15,159,811 | 212,055 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $13,068,245 | 206,482 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $12,951,036 | 186,480 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $14,396,548 | 203,946 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $10,282,009 | 161,616 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $8,351,886 | 147,612 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $9,190,163 | 145,322 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $9,090,708 | 129,682 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $8,297,016 | 121,568 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $6,230,445 | 112,321 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $6,360,200 | 110,000 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $4,882,200 | 83,314 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $4,569,275 | 72,736 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $3,154,469 | 62,047 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $4,965,617 | 91,431 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $4,761,086 | 86,897 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||