Position in EIX
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$39,160
+$668 QoQ
Shares Held
526
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#887
of 1,069 holders
Holding Since
Dec 2021
19 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, 2026Capital Advisors, Ltd. LLC holds $1,345,135 across 28 Utilities - Regulated Electric names. EIX ranks #12 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
1,760 | $168,449 | |
| 2 | NEE |
Nextera Energy Inc
|
1,626 | $142,714 | |
| 3 | DUK |
Duke Energy CORP
|
1,096 | $138,731 | |
| 4 | LNT |
Alliant Energy Corp
|
1,702 | $129,845 | |
| 5 | AEP |
American Electric Power Co Inc
|
819 | $112,047 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
913 | $106,611 | |
| 7 | XEL |
Xcel Energy Inc
|
1,247 | $100,134 | |
| 8 | AEE |
Ameren Corp
|
853 | $96,423 |
All Filings in EIX
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $39,160 | 526 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $38,492 | 526 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $31,570 | 526 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $29,353 | 531 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $14,602 | 283 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $17,499 | 297 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $23,792 | 298 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $25,952 | 298 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $21,399 | 298 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $21,148 | 299 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $20,946 | 293 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $19,113 | 302 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $22,640 | 326 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $4 | 50 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $1 | 303 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,867 | 33 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $885 | 14 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $771 | 11 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $477 | 7 | Shares | Sole | 2022-02-08 | |
| No filing history on record for this holder in this stock. | ||||||