CX Institutional

Position in EIX — Edison International

CIK 1737089 AUBURN, IN

Position in EIX

as of Jun 30, 2026 · filed Jul 2, 2026 Compact

Position Value

$345,745

+$23,095 QoQ

Shares Held

4,644

+5.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#709

of 1,069 holders

Holding Since

Mar 2020

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

CX Institutional holds $14,697,320 across 25 Utilities - Regulated Electric names. EIX ranks #13 (2.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AEP	American Electric Power Co Inc	16,824	$2,301,691
2	SO	Southern Co	21,222	$2,031,157
3	NEE	Nextera Energy Inc	21,432	$1,881,086
4	DUK	Duke Energy CORP	7,220	$913,907
5	PPL	PPL Corp	19,600	$712,460
6	DTE	Dte Energy Co	4,465	$680,332
7	XEL	Xcel Energy Inc	7,595	$609,878
8	D	Dominion Energy, Inc	8,094	$552,739

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$345,745	4,644	+5.3%	Shares	Sole	2026-07-02
2026-03-31	$322,650	4,409	+17.5%	Shares	Sole	2026-04-06
2025-12-31	$225,135	3,751	+12.9%	Shares	Sole	2026-02-02
2025-09-30	$183,695	3,323	+79.5%	Shares	Sole	2025-10-23
2025-06-30	$95,511	1,851	-45.3%	Shares	Sole	2025-07-16
2025-03-31	$199,267	3,382	+280.4%	Shares	Sole	2025-04-15
2022-06-30	$56,220	889	+17.1%	Shares	Sole	2022-08-02
2021-09-30	$42,101	759	+8.0%	Shares	Sole	2021-11-10
2021-06-30	$40,647	703	+34.2%	Shares	Sole	2021-08-04
2021-03-31	$30,706	524	+38.6%	Shares	Sole	2021-04-15
2020-12-31	$23,745	378	+30.8%	Shares	Sole	2021-01-12
2020-09-30	$14,692	289	+270.5%	Shares	Sole	2020-10-13
2020-06-30	$4,236	78	+105.3%	Shares	Sole	2020-08-06
2020-03-31	$2,082	38	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.