Position in EIX
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$277,698
+$23,178 QoQ
Shares Held
3,730
+7.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#752
of 1,069 holders
Holding Since
Mar 2026
2 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, 2026Crestwood Advisors Group, LLC holds $29,543,018 across 24 Utilities - Regulated Electric names. EIX ranks #21 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
183,905 | $16,141,341 | |
| 2 | DUK |
Duke Energy CORP
|
11,357 | $1,437,569 | |
| 3 | AEP |
American Electric Power Co Inc
|
9,897 | $1,354,008 | |
| 4 | PEG |
Public Service Enterprise Group Inc
|
12,415 | $1,007,601 | |
| 5 | ED |
Consolidated Edison Inc
|
8,840 | $977,969 | |
| 6 | ETR |
Entergy Corp /De/
|
8,214 | $943,460 | |
| 7 | SO |
Southern Co
|
8,326 | $796,881 | |
| 8 | EXC |
Exelon Corp
|
16,158 | $753,285 |
All Filings in EIX
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $277,698 | 3,730 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $254,520 | 3,478 | Shares | Sole | 2026-05-05 | |
| No filing history on record for this holder in this stock. | ||||||