Position in EIX
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$256,480
+$24,134 QoQ
Shares Held
3,445
+8.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#773
of 1,069 holders
Holding Since
Sep 2024
3 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, 2026Platform Technology Partners holds $12,592,742 across 11 Utilities - Regulated Electric names. EIX ranks #9 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
44,260 | $3,884,700 | |
| 2 | DUK |
Duke Energy CORP
|
22,181 | $2,807,670 | |
| 3 | D |
Dominion Energy, Inc
|
27,342 | $1,867,185 | |
| 4 | ED |
Consolidated Edison Inc
|
9,753 | $1,078,974 | |
| 5 | AEP |
American Electric Power Co Inc
|
6,277 | $858,756 | |
| 6 | EXC |
Exelon Corp
|
10,433 | $486,386 | |
| 7 | ETR |
Entergy Corp /De/
|
4,103 | $471,270 | |
| 8 | SO |
Southern Co
|
4,107 | $393,080 |
All Filings in EIX
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $256,480 | 3,445 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $232,346 | 3,175 | Shares | Sole | 2026-04-27 | |
| 2024-09-30 | $211,802 | 2,432 | Shares | Sole | 2024-11-04 | |
| No filing history on record for this holder in this stock. | ||||||