Position in EIX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$16,830,464
+$1,389,924 QoQ
Shares Held
226,064
+7.1% QoQ
Ownership
0.059%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#146
of 1,069 holders
Holding Since
Dec 2020
23 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, 2026Cetera Investment Advisers holds $639,554,608 across 34 Utilities - Regulated Electric names. EIX ranks #13 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
1,087,760 | $95,472,695 | |
| 2 | DUK |
Duke Energy CORP
|
701,076 | $88,742,200 | |
| 3 | SO |
Southern Co
|
819,582 | $78,442,193 | |
| 4 | AEP |
American Electric Power Co Inc
|
304,753 | $41,693,257 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
267,675 | $31,256,409 | |
| 6 | ETR |
Entergy Corp /De/
|
269,035 | $30,901,360 | |
| 7 | D |
Dominion Energy, Inc
|
358,796 | $24,502,178 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
265,237 | $21,526,634 |
All Filings in EIX
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,830,464 | 226,064 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $15,440,540 | 210,994 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $11,050,162 | 184,108 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $9,565,761 | 173,042 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,966,190 | 96,244 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $5,158,269 | 87,547 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $6,509,195 | 81,528 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $9,262,282 | 106,353 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $7,564,824 | 105,345 | Shares | Sole | 2024-08-22 | |
| 2024-03-31 | $7,412,857 | 104,805 | Shares | Sole | 2024-05-24 | |
| 2023-12-31 | $709,681 | 9,927 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,473,011 | 23,274 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,602,350 | 23,072 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,693,101 | 23,985 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,948,680 | 30,630 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $377,388 | 6,670 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $589,523 | 9,322 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $484,811 | 6,916 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $361,656 | 5,299 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $289,109 | 5,212 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $254,639 | 4,404 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $230,649 | 3,936 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $272,010 | 4,330 | Shares | Sole | 2021-02-17 | |
| No filing history on record for this holder in this stock. | ||||||