Position in EIX
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$7,069,176
+$13,380 QoQ
Shares Held
94,952
-1.5% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#210
of 1,069 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in EIX Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026COMMONWEALTH EQUITY SERVICES, LLC holds $622,461,731 across 33 Utilities - Regulated Electric names. EIX ranks #17 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
2,129,512 | $186,907,268 | |
| 2 | SO |
Southern Co
|
873,978 | $83,648,434 | |
| 3 | DUK |
Duke Energy CORP
|
522,110 | $66,088,683 | |
| 4 | ED |
Consolidated Edison Inc
|
307,726 | $34,043,727 | |
| 5 | AEP |
American Electric Power Co Inc
|
234,610 | $32,096,994 | |
| 6 | D |
Dominion Energy, Inc
|
441,811 | $30,171,273 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
164,170 | $19,170,130 | |
| 8 | XEL |
Xcel Energy Inc
|
218,955 | $17,582,086 |
All Filings in EIX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,069,176 | 94,952 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $7,055,796 | 96,417 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $5,674,530 | 94,544 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $5,197,978 | 94,030 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $6,061,864 | 117,478 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $6,108,354 | 103,672 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $8,547,111 | 107,053 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $9,276,565 | 106,517 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $7,673,832 | 106,863 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $8,033,654 | 113,582 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $8,759,312 | 122,525 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $7,391,828 | 116,793 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $8,246,215 | 118,736 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $8,402,610 | 119,034 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $7,736,700 | 121,608 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $6,857,665 | 121,203 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $6,914,851 | 109,343 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $7,375,641 | 105,216 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $6,461,159 | 94,669 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $5,337,323 | 96,220 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $4,863,587 | 84,116 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $3,994,058 | 68,158 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $4,292,302 | 68,327 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $3,387,621 | 66,633 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $2,811,900 | 51,775 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $2,583,677 | 47,156 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||