Position in EIX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$60,280,823
-$2,568,063 QoQ
Shares Held
809,682
-5.7% QoQ
Ownership
0.210%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#60
of 1,076 holders
Holding Since
Mar 2022
17 quarters on record
Voting authority
Sole 4%
Shared 15%
None 80%
Common Shares in EIX Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Cerity Partners LLC holds $641,360,641 across 37 Utilities - Regulated Electric names. EIX ranks #2 (9.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
1,493,361 | $131,072,294 | |
| 2 | EIX |
Edison International
This page
|
809,682 | $60,280,823 | |
| 3 | DUK |
Duke Energy CORP
|
433,711 | $54,899,137 | |
| 4 | PCG |
PG&E Corp
|
3,082,638 | $51,849,970 | |
| 5 | ES |
Eversource Energy
|
537,372 | $38,835,873 | |
| 6 | DTE |
Dte Energy Co
|
218,079 | $33,228,695 | |
| 7 | ED |
Consolidated Edison Inc
|
272,991 | $30,200,993 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
325,174 | $26,391,118 |
All Filings in EIX
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $60,280,823 | 809,682 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $62,848,886 | 858,826 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $44,823,955 | 746,817 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $26,311,400 | 475,966 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $22,155,337 | 429,367 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $17,246,767 | 292,715 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $5,269,200 | 65,997 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $13,261,629 | 152,275 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $10,283,622 | 143,206 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $4,060,326 | 57,406 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $5,589,874 | 78,191 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $4,827,887 | 76,282 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $5,218,681 | 75,143 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,093,439 | 15,490 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $941,067 | 14,792 | Shares | Sole | 2023-02-15 | |
| 2022-06-30 | $225,324 | 3,563 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $211,351 | 3,015 | Shares | Sole | 2022-04-25 | |
| No filing history on record for this holder in this stock. | ||||||