Position in EIX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$634,388
-$57,235 QoQ
Shares Held
8,521
-9.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#571
of 1,068 holders
Holding Since
Jun 2021
8 quarters on record
Voting authority
Sole 97%
Shared 3%
None 0%
Common Shares in EIX Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Evercore Wealth Management, LLC holds $21,866,904 across 8 Utilities - Regulated Electric names. EIX ranks #5 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
176,414 | $15,483,855 | |
| 2 | DUK |
Duke Energy CORP
|
24,009 | $3,039,058 | |
| 3 | ED |
Consolidated Edison Inc
|
7,661 | $847,535 | |
| 4 | SO |
Southern Co
|
8,817 | $843,874 | |
| 5 | EIX |
Edison International
This page
|
8,521 | $634,388 | |
| 6 | AEE |
Ameren Corp
|
3,600 | $406,944 | |
| 7 | ETR |
Entergy Corp /De/
|
2,924 | $335,850 | |
| 8 | CMS |
Cms Energy Corp
|
3,600 | $275,400 |
All Filings in EIX
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $634,388 | 8,521 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $691,623 | 9,451 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $558,846 | 9,311 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $514,158 | 9,301 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $476,835 | 9,241 | Shares | Defined | 2025-08-14 | |
| 2022-03-31 | $241,845 | 3,450 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $239,489 | 3,509 | Shares | Sole | 2022-02-14 | |
| 2021-06-30 | $222,664 | 3,851 | Shares | Sole | 2021-08-16 | |
| No filing history on record for this holder in this stock. | ||||||