Position in EIX
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,153,975
-$104,721 QoQ
Shares Held
15,500
-9.9% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#456
of 1,069 holders
Holding Since
Sep 2025
4 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, 2026Wellington Shields & Co., LLC holds $5,970,525 across 9 Utilities - Regulated Electric names. EIX ranks #2 (19.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
18,084 | $1,730,819 | |
| 2 | EIX |
Edison International
This page
|
15,500 | $1,153,975 | |
| 3 | NEE |
Nextera Energy Inc
|
12,695 | $1,114,240 | |
| 4 | DUK |
Duke Energy CORP
|
6,049 | $765,682 | |
| 5 | DTE |
Dte Energy Co
|
3,500 | $533,295 | |
| 6 | ED |
Consolidated Edison Inc
|
2,932 | $324,367 | |
| 7 | ETR |
Entergy Corp /De/
|
1,360 | $156,209 | |
| 8 | AEP |
American Electric Power Co Inc
|
850 | $116,288 |
All Filings in EIX
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,153,975 | 15,500 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,258,696 | 17,200 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $924,308 | 15,400 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $702,056 | 12,700 | Shares | Sole | 2025-11-05 | |
| No filing history on record for this holder in this stock. | ||||||