Position in EIX
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$4,098,621
+$222,789 QoQ
Shares Held
55,052
+3.9% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#271
of 1,069 holders
Holding Since
Mar 2020
26 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, 2026HighTower Advisors, LLC holds $988,609,128 across 33 Utilities - Regulated Electric names. EIX ranks #23 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
1,983,231 | $271,325,833 | |
| 2 | NEE |
Nextera Energy Inc
|
2,619,884 | $229,947,218 | |
| 3 | SO |
Southern Co
|
1,476,938 | $141,357,735 | |
| 4 | DUK |
Duke Energy CORP
|
718,065 | $90,892,667 | |
| 5 | D |
Dominion Energy, Inc
|
633,090 | $43,233,716 | |
| 6 | ES |
Eversource Energy
|
412,545 | $29,814,627 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
242,818 | $28,353,857 | |
| 8 | ED |
Consolidated Edison Inc
|
145,683 | $16,116,910 |
All Filings in EIX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,098,621 | 55,052 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $3,875,832 | 52,963 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $2,761,580 | 46,011 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $2,123,304 | 38,410 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $2,010,800 | 38,969 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,118,409 | 35,954 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $3,188,170 | 39,932 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $3,417,150 | 39,237 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,737,828 | 38,126 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,651,243 | 37,484 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $2,899,133 | 40,553 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $2,811,088 | 44,416 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $2,887,661 | 41,579 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,719,126 | 38,520 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,360,111 | 37,097 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $2,119,034 | 37,452 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $2,691,747 | 42,564 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $2,714,201 | 38,719 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $2,407,791 | 35,279 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $1,636,753 | 29,507 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,812,946 | 31,355 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $1,774,349 | 30,279 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $1,934,541 | 30,795 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $1,296,420 | 25,500 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,528,066 | 28,136 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $1,637,673 | 29,890 | Shares | Sole | 2020-05-21 | |
| No filing history on record for this holder in this stock. | ||||||