Position in EIX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$831,680
-$409,452 QoQ
Shares Held
11,171
-34.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#518
of 1,069 holders
Holding Since
Dec 2021
17 quarters on record
Common Shares in EIX Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Ameritas Advisory Services, LLC holds $22,355,033 across 16 Utilities - Regulated Electric names. EIX ranks #9 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
47,891 | $4,203,393 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
33,072 | $3,861,817 | |
| 3 | DUK |
Duke Energy CORP
|
21,860 | $2,767,038 | |
| 4 | SO |
Southern Co
|
26,269 | $2,514,205 | |
| 5 | AEP |
American Electric Power Co Inc
|
13,010 | $1,779,898 | |
| 6 | ED |
Consolidated Edison Inc
|
14,321 | $1,584,332 | |
| 7 | D |
Dominion Energy, Inc
|
20,187 | $1,378,570 | |
| 8 | EXC |
Exelon Corp
|
18,645 | $869,229 |
All Filings in EIX
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $831,680 | 11,171 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,241,132 | 16,960 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $355,318 | 5,920 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $4,311 | 78 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $160,114 | 3,103 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $1,395,873 | 23,691 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $2,171,648 | 27,200 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,531,738 | 17,588 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $684,492 | 9,532 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $665,640 | 9,411 | Shares | Sole | 2024-05-14 | |
| 2023-09-30 | $446,700 | 7,058 | Shares | Sole | 2023-11-13 | |
| 2023-03-31 | $523,636 | 7,418 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $494,136 | 7,767 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $385,479 | 6,813 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $428,387 | 6,774 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $468,548 | 6,684 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $487,509 | 7,143 | Shares | Sole | 2022-02-07 | |
| No filing history on record for this holder in this stock. | ||||||