Position in EIX
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$369,420
+$11,863 QoQ
Shares Held
4,962
+1.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#689
of 1,069 holders
Holding Since
Mar 2024
9 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, 2026MATHER GROUP, LLC. holds $23,289,790 across 30 Utilities - Regulated Electric names. EIX ranks #19 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
61,866 | $5,921,194 | |
| 2 | DUK |
Duke Energy CORP
|
35,549 | $4,499,792 | |
| 3 | ED |
Consolidated Edison Inc
|
15,160 | $1,677,150 | |
| 4 | CMS |
Cms Energy Corp
|
18,142 | $1,387,863 | |
| 5 | NEE |
Nextera Energy Inc
|
12,166 | $1,067,809 | |
| 6 | XEL |
Xcel Energy Inc
|
10,529 | $845,478 | |
| 7 | PNW |
Pinnacle West Capital Corp
|
7,042 | $753,494 | |
| 8 | AEP |
American Electric Power Co Inc
|
5,410 | $740,142 |
All Filings in EIX
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $369,420 | 4,962 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $357,557 | 4,886 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $289,716 | 4,827 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $183,695 | 3,323 | Shares | Sole | 2025-10-21 | |
| 2025-03-31 | $208,694 | 3,542 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $55,408 | 694 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $56,173 | 645 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $43,947 | 612 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $51,208 | 724 | Shares | Sole | 2024-04-09 | |
| No filing history on record for this holder in this stock. | ||||||