Position in EIX
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$422,280
+$46,355 QoQ
Shares Held
5,672
+10.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#660
of 1,069 holders
Holding Since
Jun 2024
9 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, 2026Capital Investment Advisors, LLC holds $98,457,768 across 21 Utilities - Regulated Electric names. EIX ranks #12 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
648,573 | $62,074,921 | |
| 2 | DUK |
Duke Energy CORP
|
64,945 | $8,220,738 | |
| 3 | AEP |
American Electric Power Co Inc
|
51,813 | $7,088,536 | |
| 4 | NEE |
Nextera Energy Inc
|
72,100 | $6,328,217 | |
| 5 | D |
Dominion Energy, Inc
|
65,733 | $4,488,906 | |
| 6 | ED |
Consolidated Edison Inc
|
24,233 | $2,680,896 | |
| 7 | ES |
Eversource Energy
|
23,256 | $1,680,711 | |
| 8 | ETR |
Entergy Corp /De/
|
8,241 | $946,561 |
All Filings in EIX
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $422,280 | 5,672 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $375,925 | 5,137 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $277,892 | 4,630 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $242,071 | 4,379 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $205,368 | 3,980 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $215,470 | 3,657 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $329,978 | 4,133 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $337,386 | 3,874 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $340,882 | 4,747 | Shares | Sole | 2024-07-12 | |
| No filing history on record for this holder in this stock. | ||||||