Position in EIX
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$40,500,666
+$13,522,217 QoQ
Shares Held
553,439
+23.1% QoQ
Ownership
0.144%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in EIX Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026CWM, LLC holds $290,059,014 across 38 Utilities - Regulated Electric names. EIX ranks #2 (14.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PCG |
PG&E Corp
|
2,351,877 | $41,322,478 | |
| 2 | EIX |
Edison International
This page
|
553,439 | $40,500,666 | |
| 3 | AEP |
American Electric Power Co Inc
|
250,243 | $32,801,852 | |
| 4 | ED |
Consolidated Edison Inc
|
251,126 | $28,422,440 | |
| 5 | DUK |
Duke Energy CORP
|
209,645 | $27,450,916 | |
| 6 | NEE |
Nextera Energy Inc
|
261,178 | $24,258,212 | |
| 7 | EVRG |
Evergy, Inc.
|
280,007 | $22,938,173 | |
| 8 | SO |
Southern Co
|
158,138 | $15,263,479 |
All Filings in EIX
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $40,500,666 | 553,439 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $26,978,449 | 449,491 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $15,426,492 | 279,061 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $9,402,036 | 182,210 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $5,711,351 | 96,934 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $1,031,532 | 12,920 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,072,339 | 12,313 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $839,243 | 11,687 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $694,568 | 9,820 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $522,019 | 7,302 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $470,814 | 7,439 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $711,376 | 10,243 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $691,076 | 9,790 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $391,771 | 6,158 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $337,726 | 5,969 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $368,562 | 5,828 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $407,982 | 5,820 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $322,549 | 4,726 | Shares | Sole | 2022-01-31 | |
| 2021-06-30 | $163,514 | 2,828 | Shares | Sole | 2021-09-15 | |
| 2021-03-31 | $165,720 | 2,828 | Shares | Sole | 2021-09-15 | |
| 2020-12-31 | $177,654 | 2,828 | Shares | Sole | 2021-09-15 | |
| 2020-09-30 | $143,775 | 2,828 | Shares | Sole | 2021-09-15 | |
| 2020-06-30 | $153,588 | 2,828 | Shares | Sole | 2021-09-15 | |
| 2020-03-31 | $154,946 | 2,828 | Shares | Sole | 2021-09-15 | |
| No filing history on record for this holder in this stock. | ||||||