Position in EIX
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$535,593
+$9,283 QoQ
Shares Held
7,194
+0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#613
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, 2026BFSG, LLC holds $31,582,876 across 18 Utilities - Regulated Electric names. EIX ranks #10 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
74,241 | $7,105,606 | |
| 2 | NEE |
Nextera Energy Inc
|
76,001 | $6,670,607 | |
| 3 | ES |
Eversource Energy
|
58,477 | $4,226,132 | |
| 4 | PNW |
Pinnacle West Capital Corp
|
36,571 | $3,913,097 | |
| 5 | EXC |
Exelon Corp
|
59,529 | $2,775,241 | |
| 6 | DUK |
Duke Energy CORP
|
14,406 | $1,823,511 | |
| 7 | AEP |
American Electric Power Co Inc
|
10,955 | $1,498,753 | |
| 8 | EMA |
Emera Inc
|
27,894 | $1,478,939 |
All Filings in EIX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $535,593 | 7,194 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $526,310 | 7,192 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $431,483 | 7,189 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $397,242 | 7,186 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $383,697 | 7,436 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $487,209 | 8,269 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $836,563 | 10,478 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $940,746 | 10,802 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $778,564 | 10,842 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $778,454 | 11,006 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $898,629 | 12,570 | Shares | Sole | 2024-04-23 | |
| 2023-09-30 | $821,947 | 12,987 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $878,334 | 12,647 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $888,092 | 12,581 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $773,937 | 12,165 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $636,298 | 11,246 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $723,339 | 11,438 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $769,277 | 10,974 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $764,400 | 11,200 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $644,949 | 11,627 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $702,802 | 12,155 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $747,501 | 12,756 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $806,922 | 12,845 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $668,393 | 13,147 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $732,750 | 13,492 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $744,102 | 13,581 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||