Position in EIX
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$18,708,019
+$222,386 QoQ
Shares Held
251,283
-0.5% QoQ
Ownership
0.065%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
#140
of 1,065 holders
Holding Since
Mar 2020
23 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, 2026Gradient Investments LLC holds $73,401,182 across 12 Utilities - Regulated Electric names. EIX ranks #2 (25.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
300,571 | $26,381,116 | |
| 2 | EIX |
Edison International
This page
|
251,283 | $18,708,019 | |
| 3 | AEP |
American Electric Power Co Inc
|
121,230 | $16,585,476 | |
| 4 | NGG |
National Grid PLC
|
65,039 | $5,389,781 | |
| 5 | CNP |
Centerpoint Energy Inc
|
52,820 | $2,326,192 | |
| 6 | DUK |
Duke Energy CORP
|
7,504 | $949,856 | |
| 7 | SO |
Southern Co
|
8,412 | $805,112 | |
| 8 | WEC |
Wec Energy Group, Inc.
|
6,297 | $735,300 |
All Filings in EIX
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,708,019 | 251,283 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $18,485,633 | 252,605 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $15,788,621 | 263,056 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $1,385,150 | 25,057 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $1,426,946 | 27,654 | Shares | Sole | 2025-07-08 | |
| 2024-06-30 | $158,843 | 2,212 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $66,981 | 947 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $69,345 | 970 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $61,391 | 970 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $101,535 | 1,462 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $66,848 | 947 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $60,248 | 947 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $53,581 | 947 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $59,888 | 947 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $66,384 | 947 | Shares | Sole | 2022-05-26 | |
| 2021-12-31 | $64,632 | 947 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $52,530 | 947 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $77,883 | 1,347 | Shares | Sole | 2021-07-12 | |
| 2021-03-31 | $78,934 | 1,347 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $32,603 | 519 | Shares | Sole | 2021-01-08 | |
| 2020-09-30 | $26,385 | 519 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $21,724 | 400 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $22,518 | 411 | Shares | Sole | 2020-04-07 | |
| No filing history on record for this holder in this stock. | ||||||