Position in EIX
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$18,418,259
+$815,909 QoQ
Shares Held
247,391
+2.9% QoQ
Ownership
0.064%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#141
of 1,069 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 79%
Shared 0%
None 21%
Common Shares in EIX Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Mitsubishi UFJ Trust & Banking Corp holds $2,053,091,812 across 27 Utilities - Regulated Electric names. EIX ranks #15 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
4,159,930 | $365,117,055 | |
| 2 | DUK |
Duke Energy CORP
|
2,708,961 | $342,900,282 | |
| 3 | AEP |
American Electric Power Co Inc
|
2,140,225 | $292,804,181 | |
| 4 | XEL |
Xcel Energy Inc
|
2,747,651 | $220,636,373 | |
| 5 | EVRG |
Evergy, Inc.
|
2,031,638 | $175,594,470 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
2,126,100 | $172,554,275 | |
| 7 | PCG |
PG&E Corp
|
7,818,400 | $131,505,486 | |
| 8 | SO |
Southern Co
|
811,142 | $77,634,400 |
All Filings in EIX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,418,259 | 247,391 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $17,602,350 | 240,535 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $16,610,894 | 276,756 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $13,245,639 | 239,610 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $21,145,989 | 409,806 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $24,536,820 | 416,443 | Shares | Defined | 2025-05-09 | |
| 2024-12-31 | $14,689,841 | 183,991 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $19,308,287 | 221,705 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $13,607,564 | 189,494 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $27,149,215 | 383,843 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $35,010,654 | 489,728 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $29,151,752 | 460,606 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $33,082,020 | 476,343 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $17,534,978 | 248,406 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $15,495,604 | 243,565 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $13,822,267 | 244,296 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $15,602,572 | 246,720 | Shares | Defined | 2022-08-09 | |
| 2022-03-31 | $16,138,841 | 230,226 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $16,554,651 | 242,559 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $13,010,432 | 234,549 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $13,660,553 | 236,260 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $17,107,742 | 291,941 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $20,935,958 | 333,269 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $18,743,841 | 368,683 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $20,439,947 | 376,357 | Shares | Defined | 2020-09-11 | |
| 2020-03-31 | $24,131,158 | 440,430 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||