Position in EIX
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$55,465
-$1,322 QoQ
Shares Held
745
-4.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#870
of 1,069 holders
Holding Since
Mar 2020
26 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, 2026TD PRIVATE CLIENT WEALTH LLC holds $54,615,449 across 31 Utilities - Regulated Electric names. EIX ranks #22 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WEC |
Wec Energy Group, Inc.
|
56,354 | $6,580,456 | |
| 2 | DUK |
Duke Energy CORP
|
50,890 | $6,441,656 | |
| 3 | AEP |
American Electric Power Co Inc
|
44,580 | $6,098,989 | |
| 4 | FE |
Firstenergy Corp
|
116,874 | $5,556,189 | |
| 5 | ETR |
Entergy Corp /De/
|
47,169 | $5,417,831 | |
| 6 | NGG |
National Grid PLC
|
57,639 | $4,776,543 | |
| 7 | NEE |
Nextera Energy Inc
|
38,933 | $3,417,149 | |
| 8 | PNW |
Pinnacle West Capital Corp
|
28,409 | $3,039,763 |
All Filings in EIX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $55,465 | 745 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $56,787 | 776 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $541,200 | 9,017 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $473,086 | 8,558 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $21,620 | 419 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $12,373 | 210 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $54,850 | 687 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $59,743 | 686 | Shares | Defined | 2024-11-18 | |
| 2024-06-30 | $50,697 | 706 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $54,037 | 764 | Shares | Defined | 2024-08-16 | |
| 2023-12-31 | $71,418 | 999 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $44,366 | 701 | Shares | Defined | 2024-08-16 | |
| 2023-06-30 | $44,864 | 646 | Shares | Defined | 2024-08-16 | |
| 2023-03-31 | $44,118 | 625 | Shares | Defined | 2024-08-16 | |
| 2022-12-31 | $292,779 | 4,602 | Shares | Defined | 2024-08-16 | |
| 2022-09-30 | $265,020 | 4,684 | Shares | Defined | 2024-08-16 | |
| 2022-06-30 | $48,188 | 762 | Shares | Defined | 2024-08-16 | |
| 2022-03-31 | $89,097 | 1,271 | Shares | Defined | 2024-08-16 | |
| 2021-12-31 | $489,830 | 7,177 | Shares | Defined | 2024-08-16 | |
| 2021-09-30 | $388,179 | 6,998 | Shares | Defined | 2024-08-16 | |
| 2021-06-30 | $451,632 | 7,811 | Shares | Defined | 2024-08-16 | |
| 2021-03-31 | $483,684 | 8,254 | Shares | Defined | 2024-08-16 | |
| 2020-12-31 | $1,262,493 | 20,097 | Shares | Defined | 2024-08-16 | |
| 2020-09-30 | $1,020,663 | 20,076 | Shares | Defined | 2024-08-16 | |
| 2020-06-30 | $1,209,103 | 22,263 | Shares | Defined | 2024-08-16 | |
| 2020-03-31 | $833,410 | 15,211 | Shares | Defined | 2024-08-16 | |
| No filing history on record for this holder in this stock. | ||||||