Position in EIX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$156,996,951
-$51,156,888 QoQ
Shares Held
2,108,757
-25.9% QoQ
Ownership
0.548%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#33
of 1,069 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 82%
Shared 0%
None 18%
Common Shares in EIX Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026JPMORGAN CHASE & CO holds $25,234,954,031 across 41 Utilities - Regulated Electric names. EIX ranks #20 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
116,048,771 | $10,185,600,620 | |
| 2 | SO |
Southern Co
|
32,778,201 | $3,137,201,608 | |
| 3 | ETR |
Entergy Corp /De/
|
24,917,975 | $2,862,078,599 | |
| 4 | XEL |
Xcel Energy Inc
|
21,741,661 | $1,745,855,369 | |
| 5 | CMS |
Cms Energy Corp
|
16,409,389 | $1,255,318,253 | |
| 6 | D |
Dominion Energy, Inc
|
14,884,625 | $1,016,471,032 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
5,161,378 | $602,694,101 | |
| 8 | PCG |
PG&E Corp
|
32,150,501 | $540,771,417 |
All Filings in EIX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $156,996,951 | 2,108,757 | Shares | Other | 2026-08-12 | |
| 2026-03-31 | $208,153,839 | 2,844,409 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $91,298,637 | 1,521,137 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $114,660,001 | 2,074,168 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $156,471,369 | 3,032,391 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $333,689,110 | 5,663,427 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $213,660,532 | 2,676,109 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $397,694,996 | 4,566,483 | Shares | Defined | 2024-12-26 | |
| 2024-06-30 | $335,963,292 | 4,678,503 | Shares | Other | 2024-12-26 | |
| 2024-03-31 | $369,860,882 | 5,229,194 | Shares | Other | 2024-12-26 | |
| 2023-12-31 | $406,851,798 | 5,691,031 | Shares | Other | 2024-12-26 | |
| 2023-09-30 | $338,208,335 | 5,343,788 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $372,159,001 | 5,358,661 | Shares | Other | 2023-08-11 | |
| 2023-03-31 | $353,698,670 | 5,010,606 | Shares | Sole | 2023-05-18 | |
| 2022-12-31 | $330,008,767 | 5,187,186 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $297,886,054 | 5,264,865 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $353,114,633 | 5,583,723 | Shares | Other | 2022-08-11 | |
| 2022-03-31 | $493,574,864 | 7,041,011 | Shares | Other | 2022-05-11 | |
| 2021-12-31 | $643,002,833 | 9,421,287 | Shares | Other | 2022-02-11 | |
| 2021-09-30 | $336,812,279 | 6,071,972 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $313,336,923 | 5,419,179 | Shares | Other | 2021-08-12 | |
| 2021-03-31 | $324,652,024 | 5,540,137 | Shares | Other | 2021-05-12 | |
| 2020-12-31 | $330,411,772 | 5,259,659 | Shares | Other | 2021-02-19 | |
| 2020-09-30 | $303,421,603 | 5,968,167 | Shares | Other | 2020-11-12 | |
| 2020-06-30 | $320,369,034 | 5,898,896 | Shares | Other | 2020-08-11 | |
| 2020-03-31 | $392,002,774 | 7,154,641 | Shares | Other | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||