Position in EIX
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$327,877
+$56,892 QoQ
Shares Held
4,404
+18.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#719
of 1,069 holders
Holding Since
Mar 2020
26 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, 2026SIGNATUREFD, LLC holds $36,823,008 across 37 Utilities - Regulated Electric names. EIX ranks #24 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
63,528 | $6,080,264 | |
| 2 | NEE |
Nextera Energy Inc
|
60,489 | $5,309,119 | |
| 3 | DUK |
Duke Energy CORP
|
22,418 | $2,837,670 | |
| 4 | FTS |
Fortis Inc.
|
39,804 | $2,277,982 | |
| 5 | NGG |
National Grid PLC
|
23,872 | $1,978,272 | |
| 6 | AEP |
American Electric Power Co Inc
|
13,663 | $1,869,235 | |
| 7 | ED |
Consolidated Edison Inc
|
15,764 | $1,743,971 | |
| 8 | D |
Dominion Energy, Inc
|
22,130 | $1,511,257 |
All Filings in EIX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $327,877 | 4,404 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $270,985 | 3,703 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $196,865 | 3,280 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $147,818 | 2,674 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $237,721 | 4,607 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $395,647 | 6,715 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $226,346 | 2,835 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $231,485 | 2,658 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $185,197 | 2,579 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $190,122 | 2,688 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $174,292 | 2,438 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $156,389 | 2,471 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $174,597 | 2,514 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $178,027 | 2,522 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $126,985 | 1,996 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $147,334 | 2,604 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $134,448 | 2,126 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $167,609 | 2,391 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $127,013 | 1,861 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $117,651 | 2,121 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $85,342 | 1,476 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $34,984 | 597 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $34,865 | 555 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $26,691 | 525 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $45,511 | 838 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $61,529 | 1,123 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||