Position in EIX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$595
-$11,162 QoQ
Shares Held
8
-94.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,049
of 1,069 holders
Holding Since
Sep 2023
6 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, 2026Operose Advisors LLC holds $408,647 across 9 Utilities - Regulated Electric names. EIX ranks #9 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WEC |
Wec Energy Group, Inc.
|
1,580 | $184,496 | |
| 2 | AEP |
American Electric Power Co Inc
|
545 | $74,561 | |
| 3 | NEE |
Nextera Energy Inc
|
563 | $49,414 | |
| 4 | OGE |
Oge Energy Corp.
|
537 | $26,130 | |
| 5 | LNT |
Alliant Energy Corp
|
341 | $26,014 | |
| 6 | PPL |
PPL Corp
|
706 | $25,663 | |
| 7 | D |
Dominion Energy, Inc
|
200 | $13,658 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
100 | $8,116 |
All Filings in EIX
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $595 | 8 | Shares | Sole | 2026-08-13 | |
| 2024-09-30 | $11,757 | 135 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $9,694 | 135 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $9,548 | 135 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $9,651 | 135 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $8,544 | 135 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||