Position in EIX
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,037,459
+$671,413 QoQ
Shares Held
13,935
+178.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#477
of 1,069 holders
Holding Since
Dec 2021
11 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, 2026BENJAMIN EDWARDS INC holds $203,920,181 across 24 Utilities - Regulated Electric names. EIX ranks #19 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WEC |
Wec Energy Group, Inc.
|
517,902 | $60,475,416 | |
| 2 | NEE |
Nextera Energy Inc
|
437,768 | $38,422,896 | |
| 3 | LNT |
Alliant Energy Corp
|
285,330 | $21,767,824 | |
| 4 | SO |
Southern Co
|
202,906 | $19,420,132 | |
| 5 | DUK |
Duke Energy CORP
|
80,744 | $10,220,575 | |
| 6 | AEE |
Ameren Corp
|
77,413 | $8,750,764 | |
| 7 | ETR |
Entergy Corp /De/
|
75,564 | $8,679,280 | |
| 8 | AEP |
American Electric Power Co Inc
|
45,486 | $6,222,939 |
All Filings in EIX
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,037,459 | 13,935 | Shares | Defined | 2026-07-24 | |
| 2026-03-31 | $366,046 | 5,002 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $244,641 | 4,076 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $456,778 | 8,263 | Shares | Defined | 2025-10-23 | |
| 2025-06-30 | $376,576 | 7,298 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $411,438 | 6,983 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $981,632 | 12,295 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,099,598 | 12,626 | Shares | Defined | 2024-11-14 | |
| 2022-12-31 | $19,340 | 304 | Shares | Defined | 2023-02-07 | |
| 2022-03-31 | $14,020 | 200 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 | $13,513 | 198 | Shares | Defined | 2022-02-07 | |
| No filing history on record for this holder in this stock. | ||||||