Position in EIX
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$208,153,839
+$116,855,202 QoQ
Shares Held
2,844,409
+87.0% QoQ
Ownership
0.739%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 81.43878042855299.ToString("F0")%
Shared 0.000562507009364687.ToString("F0")%
None 18.56065706443764.ToString("F0")%
Common Shares in EIX Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026JPMORGAN CHASE & CO holds $27,489,271,617 across 42 Utilities - Regulated Electric names. EIX ranks #15 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
111,988,240 | $10,401,467,722 | |
| 2 | SO |
Southern Co
|
43,337,750 | $4,182,959,620 | |
| 3 | ETR |
Entergy Corp /De/
|
27,432,884 | $3,082,358,839 | |
| 4 | XEL |
Xcel Energy Inc
|
28,698,967 | $2,279,845,930 | |
| 5 | D |
Dominion Energy, Inc
|
22,379,238 | $1,383,484,483 | |
| 6 | CMS |
Cms Energy Corp
|
15,839,684 | $1,228,842,674 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
5,526,693 | $639,825,241 | |
| 8 | DUK |
Duke Energy CORP
|
4,036,727 | $528,569,023 |
All Filings in EIX
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | 2025-11-26 | |
| 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. | ||||||