Position in EIX
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$6,690,261
+$831,229 QoQ
Shares Held
91,422
-6.3% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 91%
Shared 0%
None 9%
Common Shares in EIX Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026Ethic Inc. holds $95,192,195 across 27 Utilities - Regulated Electric names. EIX ranks #5 (7.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ED |
Consolidated Edison Inc
|
164,899 | $18,663,268 | |
| 2 | EXC |
Exelon Corp
|
358,659 | $17,581,464 | |
| 3 | PEG |
Public Service Enterprise Group Inc
|
122,284 | $9,898,889 | |
| 4 | ES |
Eversource Energy
|
141,098 | $9,775,269 | |
| 5 | EIX |
Edison International
This page
|
91,422 | $6,690,261 | |
| 6 | SO |
Southern Co
|
51,547 | $4,975,315 | |
| 7 | NEE |
Nextera Energy Inc
|
45,914 | $4,264,492 | |
| 8 | ETR |
Entergy Corp /De/
|
22,120 | $2,485,403 |
All Filings in EIX
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,690,261 | 91,422 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $5,859,032 | 97,618 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $5,548,508 | 100,371 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $5,407,886 | 104,804 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $4,922,235 | 83,541 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $7,792,783 | 97,605 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $7,251,723 | 83,267 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $6,154,619 | 85,707 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $5,889,474 | 83,267 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $4,741,860 | 66,329 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $7,998,463 | 126,378 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $8,533,252 | 122,869 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $8,151,027 | 115,470 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $5,051,364 | 79,399 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $3,184,152 | 56,277 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $974,781 | 15,414 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $3,083,488 | 43,987 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $3,602,917 | 52,790 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,323,693 | 41,891 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,931,419 | 33,404 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,132,913 | 19,333 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $587,178 | 9,347 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $263,452 | 5,182 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $234,945 | 4,326 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $262,937 | 4,799 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||