Position in EIX
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,196,634
-$171,173 QoQ
Shares Held
16,073
-14.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#451
of 1,069 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 26%
Shared 0%
None 74%
Common Shares in EIX Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Lido Advisors, LLC holds $125,158,864 across 29 Utilities - Regulated Electric names. EIX ranks #21 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
330,323 | $28,992,448 | |
| 2 | SO |
Southern Co
|
163,484 | $15,647,052 | |
| 3 | DUK |
Duke Energy CORP
|
95,906 | $12,139,779 | |
| 4 | AEP |
American Electric Power Co Inc
|
74,857 | $10,241,183 | |
| 5 | D |
Dominion Energy, Inc
|
102,192 | $6,978,690 | |
| 6 | DTE |
Dte Energy Co
|
44,847 | $6,833,336 | |
| 7 | ED |
Consolidated Edison Inc
|
56,499 | $6,250,484 | |
| 8 | FE |
Firstenergy Corp
|
97,434 | $4,632,012 |
All Filings in EIX
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,196,634 | 16,073 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,367,807 | 18,691 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $733,084 | 12,214 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $617,367 | 11,168 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $805,527 | 15,611 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $937,181 | 15,906 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $1,397,838 | 17,508 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,927,997 | 22,138 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,956,893 | 27,251 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $1,919,824 | 27,143 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $644,196 | 9,011 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $568,027 | 8,975 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $581,921 | 8,379 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $486,223 | 6,888 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $323,634 | 5,087 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $211,496 | 3,738 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $225,134 | 3,560 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $246,471 | 3,516 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $243,720 | 3,571 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $223,322 | 4,026 | Shares | Sole | 2022-02-15 | |
| 2021-06-30 | $214,165 | 3,704 | Shares | Sole | 2021-08-12 | |
| No filing history on record for this holder in this stock. | ||||||