Position in EIX
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$23,526
+$694 QoQ
Shares Held
316
+1.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#917
of 1,069 holders
Holding Since
Jun 2020
25 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 Analysts, LLC holds $29,025,887 across 20 Utilities - Regulated Electric names. EIX ranks #12 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
146,712 | $20,071,668 | |
| 2 | NEE |
Nextera Energy Inc
|
46,297 | $4,063,487 | |
| 3 | AEE |
Ameren Corp
|
19,745 | $2,231,974 | |
| 4 | PEG |
Public Service Enterprise Group Inc
|
10,239 | $830,996 | |
| 5 | DUK |
Duke Energy CORP
|
4,610 | $583,533 | |
| 6 | D |
Dominion Energy, Inc
|
7,289 | $497,765 | |
| 7 | SO |
Southern Co
|
3,591 | $343,693 | |
| 8 | XEL |
Xcel Energy Inc
|
1,516 | $121,734 |
All Filings in EIX
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,526 | 316 | Shares | Defined | 2026-08-05 | |
| 2026-03-31 | $22,832 | 312 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $18,486 | 308 | Shares | Defined | 2026-05-15 | |
| 2025-09-30 | $16,749 | 303 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $24,458 | 474 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $27,633 | 469 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $50,538 | 633 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $54,865 | 630 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $32,529 | 453 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $31,757 | 449 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $31,884 | 446 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $28,036 | 443 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $30,557 | 440 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $30,918 | 438 | Shares | Defined | 2023-05-05 | |
| 2022-12-31 | $16,986 | 267 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $14,880 | 263 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $16,505 | 261 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $18,085 | 258 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $17,403 | 255 | Shares | Defined | 2022-02-10 | |
| 2021-09-30 | $14,033 | 253 | Shares | Defined | 2021-11-04 | |
| 2021-06-30 | $14,455 | 250 | Shares | Defined | 2021-11-15 | |
| 2021-03-31 | $14,474 | 247 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $102,773 | 1,636 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $83,174 | 1,636 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $88,851 | 1,636 | Shares | Sole | 2020-08-07 | |
| No filing history on record for this holder in this stock. | ||||||