Position in EIX
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$727,674
+$139,673 QoQ
Shares Held
9,774
+21.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#544
of 1,068 holders
Holding Since
Dec 2025
3 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, 2026Fiduciary Group, LLC holds $12,399,095 across 7 Utilities - Regulated Electric names. EIX ranks #4 (5.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
90,779 | $8,688,458 | |
| 2 | DUK |
Duke Energy CORP
|
7,767 | $983,146 | |
| 3 | NEE |
Nextera Energy Inc
|
9,074 | $796,424 | |
| 4 | EIX |
Edison International
This page
|
9,774 | $727,674 | |
| 5 | D |
Dominion Energy, Inc
|
6,481 | $442,587 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
5,401 | $438,345 | |
| 7 | AEP |
American Electric Power Co Inc
|
2,357 | $322,461 |
All Filings in EIX
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $727,674 | 9,774 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $588,001 | 8,035 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $307,362 | 5,121 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||