Position in EIX
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$2,585,648
+$78,136 QoQ
Shares Held
34,730
+1.4% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#324
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, 2026Allworth Financial LP holds $139,569,059 across 39 Utilities - Regulated Electric names. EIX ranks #9 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
492,457 | $43,222,950 | |
| 2 | DUK |
Duke Energy CORP
|
179,929 | $22,775,412 | |
| 3 | XEL |
Xcel Energy Inc
|
217,555 | $17,469,666 | |
| 4 | SO |
Southern Co
|
171,520 | $16,416,179 | |
| 5 | PCG |
PG&E Corp
|
347,307 | $5,841,703 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
46,051 | $5,377,375 | |
| 7 | AEE |
Ameren Corp
|
41,002 | $4,634,866 | |
| 8 | AEP |
American Electric Power Co Inc
|
29,187 | $3,993,073 |
All Filings in EIX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,585,648 | 34,730 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $2,507,512 | 34,265 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,655,891 | 27,589 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,186,695 | 21,467 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $1,080,968 | 20,949 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,028,919 | 17,463 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,481,431 | 18,555 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,152,461 | 13,233 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $970,512 | 13,515 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $953,228 | 13,477 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $914,786 | 12,796 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $809,162 | 12,785 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $879,167 | 12,659 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $887,951 | 12,579 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $779,853 | 12,258 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $713,700 | 12,614 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $786,009 | 12,429 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $837,554 | 11,948 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $820,501 | 12,022 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $620,986 | 11,195 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $627,809 | 10,858 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $631,180 | 10,771 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $676,382 | 10,767 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $547,241 | 10,764 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $701,902 | 12,924 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $644,111 | 11,756 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||