Position in EIX
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$410,612
+$166,230 QoQ
Shares Held
5,611
+62.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
9 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, 2026Belpointe Asset Management LLC holds $19,774,302 across 15 Utilities - Regulated Electric names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
75,013 | $6,583,891 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
40,721 | $4,754,991 | |
| 3 | D |
Dominion Energy, Inc
|
22,308 | $1,523,413 | |
| 4 | DUK |
Duke Energy CORP
|
10,570 | $1,337,950 | |
| 5 | SO |
Southern Co
|
10,930 | $1,046,110 | |
| 6 | ED |
Consolidated Edison Inc
|
8,268 | $914,688 | |
| 7 | ES |
Eversource Energy
|
12,165 | $879,164 | |
| 8 | ETR |
Entergy Corp /De/
|
4,897 | $562,469 |
All Filings in EIX
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $410,612 | 5,611 | Shares | Sole | 2026-04-28 | |
| 2023-03-31 | $244,382 | 3,462 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $144,608 | 2,273 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $146,259 | 2,585 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $140,582 | 2,223 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $159,127 | 2,270 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $157,248 | 2,304 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $108,665 | 1,959 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $123,850 | 2,142 | Shares | Sole | 2021-08-09 | |
| No filing history on record for this holder in this stock. | ||||||