Position in EIX
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,131,801
+$1,114,160 QoQ
Shares Held
28,634
+105.9% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#358
of 1,069 holders
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EIX Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Sigma Planning Corp holds $43,226,300 across 19 Utilities - Regulated Electric names. EIX ranks #7 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
113,356 | $9,949,256 | |
| 2 | DTE |
Dte Energy Co
|
47,200 | $7,191,864 | |
| 3 | DUK |
Duke Energy CORP
|
40,177 | $5,085,604 | |
| 4 | SO |
Southern Co
|
40,567 | $3,882,667 | |
| 5 | CMS |
Cms Energy Corp
|
39,672 | $3,034,908 | |
| 6 | AEP |
American Electric Power Co Inc
|
18,080 | $2,473,524 | |
| 7 | EIX |
Edison International
This page
|
28,634 | $2,131,801 | |
| 8 | FE |
Firstenergy Corp
|
37,888 | $1,801,195 |
All Filings in EIX
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,131,801 | 28,634 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,017,641 | 13,906 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $850,303 | 14,167 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $767,286 | 13,880 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $222,654 | 4,315 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $226,252 | 3,840 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $258,681 | 3,240 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $286,003 | 3,284 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $235,464 | 3,279 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $230,721 | 3,262 | Shares | Sole | 2024-05-02 | |
| 2023-09-30 | $248,033 | 3,919 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $245,297 | 3,532 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $264,783 | 3,751 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $239,338 | 3,762 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $234,807 | 4,150 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $262,066 | 4,144 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $312,015 | 4,451 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $296,546 | 4,345 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $222,545 | 4,012 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $349,695 | 6,048 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $206,565 | 3,525 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $207,494 | 3,303 | Shares | Sole | 2021-02-09 | |
| No filing history on record for this holder in this stock. | ||||||