Position in EIX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$471,864
+$16,392 QoQ
Shares Held
6,338
+1.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#635
of 1,069 holders
Holding Since
Mar 2020
26 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, 2026Mutual Advisors, LLC holds $20,188,861 across 16 Utilities - Regulated Electric names. EIX ranks #10 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
34,878 | $3,338,173 | |
| 2 | DUK |
Duke Energy CORP
|
24,041 | $3,043,109 | |
| 3 | NEE |
Nextera Energy Inc
|
31,144 | $2,733,508 | |
| 4 | AEE |
Ameren Corp
|
23,763 | $2,686,169 | |
| 5 | AEP |
American Electric Power Co Inc
|
15,416 | $2,109,062 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
16,440 | $1,334,270 | |
| 7 | ED |
Consolidated Edison Inc
|
9,699 | $1,073,000 | |
| 8 | PPL |
PPL Corp
|
29,007 | $1,054,404 |
All Filings in EIX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $471,864 | 6,338 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $455,472 | 6,224 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $392,290 | 6,536 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $364,737 | 6,598 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $258,206 | 5,004 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $593,265 | 10,069 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $794,966 | 9,957 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $871,248 | 10,004 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $707,831 | 9,857 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $704,612 | 9,962 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $700,101 | 9,793 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $614,862 | 9,715 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $731,933 | 10,539 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $739,430 | 10,475 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $614,187 | 9,654 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $550,749 | 9,734 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $622,914 | 9,850 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $711,024 | 10,143 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $747,337 | 10,950 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $664,863 | 11,986 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $876,840 | 15,165 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $844,191 | 14,406 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $953,481 | 15,178 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $743,382 | 14,622 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $772,939 | 14,232 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $675,012 | 12,320 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||