Position in EIX
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$1,964,214
+$357,109 QoQ
Shares Held
26,383
+20.1% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#370
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, 2026Beacon Pointe Advisors, LLC holds $72,337,666 across 24 Utilities - Regulated Electric names. EIX ranks #12 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
201,628 | $17,696,889 | |
| 2 | SO |
Southern Co
|
94,275 | $9,023,060 | |
| 3 | DUK |
Duke Energy CORP
|
68,769 | $8,704,780 | |
| 4 | AEP |
American Electric Power Co Inc
|
38,831 | $5,312,469 | |
| 5 | DTE |
Dte Energy Co
|
28,315 | $4,314,356 | |
| 6 | ED |
Consolidated Edison Inc
|
30,390 | $3,362,045 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
27,409 | $3,200,548 | |
| 8 | D |
Dominion Energy, Inc
|
46,532 | $3,177,670 |
All Filings in EIX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,964,214 | 26,383 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $1,607,105 | 21,961 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,023,641 | 17,055 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $880,665 | 15,931 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,049,595 | 20,341 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,224,121 | 20,776 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,502,988 | 18,825 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,563,265 | 17,950 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,307,875 | 18,213 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,377,325 | 19,473 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,383,760 | 19,356 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,271,812 | 20,095 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $783,396 | 11,280 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,142,569 | 16,186 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $882,918 | 13,878 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $890,173 | 15,733 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $1,022,274 | 16,165 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,843,980 | 26,305 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $776,002 | 11,370 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $616,881 | 11,121 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $634,690 | 10,977 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $630,184 | 10,754 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $720,356 | 11,467 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $547,953 | 10,778 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $624,184 | 11,493 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $590,306 | 10,774 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||