Position in EIX
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$447,444
+$31,123 QoQ
Shares Held
6,010
+5.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#644
of 1,069 holders
Holding Since
Dec 2020
20 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, 2026Checchi Capital Advisers, LLC holds $13,216,563 across 24 Utilities - Regulated Electric names. EIX ranks #11 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
23,420 | $2,055,573 | |
| 2 | SO |
Southern Co
|
12,816 | $1,226,619 | |
| 3 | DUK |
Duke Energy CORP
|
8,866 | $1,122,258 | |
| 4 | AEP |
American Electric Power Co Inc
|
7,032 | $962,047 | |
| 5 | ED |
Consolidated Edison Inc
|
5,968 | $660,239 | |
| 6 | ETR |
Entergy Corp /De/
|
5,626 | $646,202 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
7,889 | $640,271 | |
| 8 | XEL |
Xcel Energy Inc
|
7,953 | $638,625 |
All Filings in EIX
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $447,444 | 6,010 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $416,321 | 5,689 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $266,368 | 4,438 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $296,134 | 5,357 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $281,271 | 5,451 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $369,015 | 6,263 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $552,572 | 6,921 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $590,296 | 6,778 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $483,568 | 6,734 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $486,622 | 6,880 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $489,492 | 6,847 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $432,523 | 6,834 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $409,060 | 5,890 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $418,739 | 5,932 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $386,618 | 6,077 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $293,254 | 5,183 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $328,025 | 5,187 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $278,297 | 3,970 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $237,510 | 3,480 | Shares | Sole | 2022-02-09 | |
| 2020-12-31 | $206,238 | 3,283 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||