Morningstar Investment Management LLC
Position in EIX — Edison International
CIK 1673385
CHICAGO, IL
Position in EIX
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$5,032,968
+$85,854 QoQ
Shares Held
67,602
0.0% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#245
of 1,068 holders
Holding Since
Dec 2022
13 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, 2026Morningstar Investment Management LLC holds $13,735,740 across 6 Utilities - Regulated Electric names. EIX ranks #1 (36.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EIX |
Edison International
This page
|
67,602 | $5,032,968 | |
| 2 | ES |
Eversource Energy
|
59,884 | $4,327,816 | |
| 3 | DUK |
Duke Energy CORP
|
26,772 | $3,388,799 | |
| 4 | AEP |
American Electric Power Co Inc
|
3,265 | $446,684 | |
| 5 | D |
Dominion Energy, Inc
|
4,492 | $306,758 | |
| 6 | MGEE |
Mge Energy Inc
|
2,854 | $232,715 |
All Filings in EIX
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,032,968 | 67,602 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $4,947,114 | 67,602 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $3,778,018 | 62,946 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $3,537,864 | 63,999 | Shares | Sole | 2025-11-17 | |
| 2024-12-31 | $367,343 | 4,601 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $387,115 | 4,445 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $389,066 | 5,418 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $383,215 | 5,418 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $387,332 | 5,418 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $356,765 | 5,637 | Shares | Sole | 2024-04-09 | |
| 2023-06-30 | $391,489 | 5,637 | Shares | Sole | 2024-04-09 | |
| 2023-03-31 | $397,915 | 5,637 | Shares | Sole | 2024-04-09 | |
| 2022-12-31 | $385,537 | 6,060 | Shares | Sole | 2024-04-05 | |
| No filing history on record for this holder in this stock. | ||||||