Position in EIX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,569,119
-$14,405,713 QoQ
Shares Held
34,508
-85.1% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#325
of 1,069 holders
Holding Since
Jun 2021
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, 2026Baird Financial Group, Inc. holds $425,841,642 across 26 Utilities - Regulated Electric names. EIX ranks #15 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
753,875 | $95,425,495 | |
| 2 | AEP |
American Electric Power Co Inc
|
625,314 | $85,549,207 | |
| 3 | NEE |
Nextera Energy Inc
|
888,425 | $77,977,061 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
561,785 | $65,599,634 | |
| 5 | SO |
Southern Co
|
298,169 | $28,537,753 | |
| 6 | ETR |
Entergy Corp /De/
|
177,320 | $20,366,974 | |
| 7 | D |
Dominion Energy, Inc
|
147,840 | $10,095,992 | |
| 8 | DTE |
Dte Energy Co
|
33,781 | $5,147,209 |
All Filings in EIX
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,569,119 | 34,508 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $16,974,832 | 231,960 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $7,431,735 | 123,821 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $303,210 | 5,485 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $301,550 | 5,844 | Shares | Defined | 2025-08-13 | |
| 2024-12-31 | $328,461 | 4,114 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $169,651 | 1,948 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $320,847 | 4,468 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $289,497 | 4,093 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $268,587 | 3,757 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $339,107 | 5,358 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $335,094 | 4,825 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $534,929 | 7,578 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $521,746 | 8,201 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $433,684 | 7,665 | Shares | Defined | 2022-11-15 | |
| 2022-06-30 | $750,974 | 11,875 | Shares | Defined | 2022-08-08 | |
| 2022-03-31 | $491,680 | 7,014 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $486,622 | 7,130 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $993,799 | 17,916 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $758,424 | 13,117 | Shares | Defined | 2021-08-11 | |
| No filing history on record for this holder in this stock. | ||||||