Position in EIX
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,086,895
+$584,143 QoQ
Shares Held
14,599
+131.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#464
of 1,069 holders
Holding Since
Dec 2022
10 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, 2026Bleakley Financial Group, LLC holds $56,216,425 across 24 Utilities - Regulated Electric names. EIX ranks #21 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PEG |
Public Service Enterprise Group Inc
|
66,546 | $5,400,873 | |
| 2 | NEE |
Nextera Energy Inc
|
53,621 | $4,706,315 | |
| 3 | DUK |
Duke Energy CORP
|
32,329 | $4,092,204 | |
| 4 | AEP |
American Electric Power Co Inc
|
28,496 | $3,898,537 | |
| 5 | SO |
Southern Co
|
35,377 | $3,385,932 | |
| 6 | PCG |
PG&E Corp
|
188,624 | $3,172,655 | |
| 7 | ED |
Consolidated Edison Inc
|
26,487 | $2,930,256 | |
| 8 | D |
Dominion Energy, Inc
|
41,434 | $2,829,527 |
All Filings in EIX
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,086,895 | 14,599 | Shares | Sole | 2026-08-05 | |
| 2024-12-31 | $502,752 | 6,297 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $533,077 | 6,121 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $446,011 | 6,211 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $456,915 | 6,460 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $448,742 | 6,277 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $456,067 | 7,206 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $489,761 | 7,052 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $486,365 | 6,890 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $255,943 | 4,023 | Shares | Sole | 2023-02-07 | |
| No filing history on record for this holder in this stock. | ||||||