Position in EIX
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,369,358
+$41,507 QoQ
Shares Held
18,393
+1.4% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#434
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, 2026Crossmark Global Holdings, Inc. holds $105,417,113 across 33 Utilities - Regulated Electric names. EIX ranks #16 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
302,533 | $28,955,433 | |
| 2 | NGG |
National Grid PLC
|
133,089 | $11,029,085 | |
| 3 | NEE |
Nextera Energy Inc
|
120,103 | $10,541,440 | |
| 4 | CIG |
Energy Co Of Minas Gerais
|
4,027,980 | $8,458,758 | |
| 5 | DUK |
Duke Energy CORP
|
56,438 | $7,143,922 | |
| 6 | ED |
Consolidated Edison Inc
|
28,421 | $3,144,215 | |
| 7 | FTS |
Fortis Inc.
|
53,607 | $3,067,928 | |
| 8 | AEP |
American Electric Power Co Inc
|
22,324 | $3,054,146 |
All Filings in EIX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,369,358 | 18,393 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $1,327,851 | 18,145 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,099,266 | 18,315 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $977,792 | 17,688 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $912,133 | 17,677 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,545,000 | 26,222 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,563,186 | 19,579 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $1,674,652 | 19,229 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $1,332,505 | 18,556 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $1,324,418 | 18,725 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,432,587 | 20,039 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,268,584 | 20,044 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,319,202 | 18,995 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,357,586 | 19,232 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,257,830 | 19,771 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $1,144,499 | 20,228 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $1,122,003 | 17,742 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $1,261,940 | 18,002 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $1,253,889 | 18,372 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $1,050,712 | 18,942 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $1,095,804 | 18,952 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $1,093,534 | 18,661 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $1,139,052 | 18,132 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $942,014 | 18,529 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $1,022,277 | 18,823 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $989,452 | 18,059 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||