Position in EIX
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$628,953
+$73,444 QoQ
Shares Held
8,448
+11.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#575
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, 2026Caprock Group, LLC holds $37,099,734 across 25 Utilities - Regulated Electric names. EIX ranks #18 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
58,979 | $7,465,561 | |
| 2 | NEE |
Nextera Energy Inc
|
42,810 | $3,757,433 | |
| 3 | EXC |
Exelon Corp
|
61,277 | $2,856,733 | |
| 4 | ED |
Consolidated Edison Inc
|
23,807 | $2,633,768 | |
| 5 | SO |
Southern Co
|
21,568 | $2,064,273 | |
| 6 | AEP |
American Electric Power Co Inc
|
14,774 | $2,021,230 | |
| 7 | HE |
Hawaiian Electric Industries Inc
|
130,257 | $1,762,377 | |
| 8 | ES |
Eversource Energy
|
24,030 | $1,736,648 |
All Filings in EIX
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $628,953 | 8,448 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $555,509 | 7,591 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $519,833 | 8,661 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $337,208 | 6,100 | Shares | Sole | 2025-11-06 | |
| 2025-03-31 | $226,547 | 3,845 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $564,468 | 7,070 | Shares | Sole | 2025-01-23 | |
| 2024-06-30 | $418,652 | 5,830 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $477,144 | 6,746 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $420,718 | 5,885 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $794,922 | 12,560 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $791,382 | 11,395 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $664,393 | 9,412 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $538,797 | 8,469 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $499,601 | 8,830 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $457,541 | 7,235 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $516,847 | 7,373 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $406,497 | 5,956 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $327,550 | 5,905 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $295,286 | 5,107 | Shares | Sole | 2021-08-13 | |
| 2020-12-31 | $235,072 | 3,742 | Shares | Sole | 2021-01-29 | |
| No filing history on record for this holder in this stock. | ||||||