Position in EIX
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$98,578,143
+$29,112,976 QoQ
Shares Held
1,347,064
+16.4% QoQ
Ownership
0.350%
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
19 quarters on record
Voting authority
Sole 16.439530712720405.ToString("F0")%
Shared 0.ToString("F0")%
None 83.56046928727959.ToString("F0")%
Common Shares in EIX Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026IEQ CAPITAL, LLC holds $271,129,469 across 20 Utilities - Regulated Electric names. EIX ranks #2 (36.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PCG |
PG&E Corp
|
5,708,926 | $100,305,829 | |
| 2 | EIX |
Edison International
This page
|
1,347,064 | $98,578,143 | |
| 3 | ES |
Eversource Energy
|
304,733 | $21,111,902 | |
| 4 | FTS |
Fortis Inc.
|
327,871 | $18,291,922 | |
| 5 | POR |
Portland General Electric Co /Or/
|
118,756 | $6,266,754 | |
| 6 | AEP |
American Electric Power Co Inc
|
39,125 | $5,128,504 | |
| 7 | NWE |
NorthWestern Energy Group, Inc.
|
60,697 | $4,002,360 | |
| 8 | SO |
Southern Co
|
33,131 | $3,197,804 |
All Filings in EIX
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $98,578,143 | 1,347,064 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $69,465,167 | 1,157,367 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $33,624,502 | 608,258 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $28,490,888 | 552,149 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $14,047,470 | 238,416 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $1,505,463 | 18,856 | Shares | Other | 2025-02-03 | |
| 2024-09-30 | $1,275,694 | 14,648 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $503,244 | 7,008 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $427,916 | 6,050 | Shares | Other | 2024-05-09 | |
| 2023-12-31 | $395,697 | 5,535 | Shares | Other | 2024-02-07 | |
| 2023-09-30 | $413,726 | 6,537 | Shares | Other | 2023-11-06 | |
| 2023-06-30 | $331,345 | 4,771 | Shares | Other | 2023-08-08 | |
| 2023-03-31 | $388,526 | 5,504 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $241,247 | 3,792 | Shares | Other | 2023-02-06 | |
| 2022-09-30 | $389,723 | 6,888 | Shares | Other | 2022-11-04 | |
| 2022-06-30 | $312,974 | 4,949 | Shares | Other | 2022-07-27 | |
| 2022-03-31 | $313,907 | 4,478 | Shares | Other | 2022-04-26 | |
| 2021-12-31 | $277,504 | 4,066 | Shares | Other | 2022-01-31 | |
| 2021-09-30 | $213,170 | 3,843 | Shares | Sole | 2021-11-09 | |
| No filing history on record for this holder in this stock. | ||||||