Position in EIX
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,418,942
-$16,556 QoQ
Shares Held
19,059
-2.8% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#429
of 1,065 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EIX Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026EQUITABLE TRUST CO holds $28,318,559 across 11 Utilities - Regulated Electric names. EIX ranks #7 (5.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NGG |
National Grid PLC
|
66,089 | $5,476,794 | |
| 2 | ETR |
Entergy Corp /De/
|
41,666 | $4,785,756 | |
| 3 | NEE |
Nextera Energy Inc
|
53,740 | $4,716,759 | |
| 4 | DUK |
Duke Energy CORP
|
27,190 | $3,441,710 | |
| 5 | SO |
Southern Co
|
27,472 | $2,629,344 | |
| 6 | AEP |
American Electric Power Co Inc
|
15,169 | $2,075,270 | |
| 7 | EIX |
Edison International
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|
19,059 | $1,418,942 | |
| 8 | XEL |
Xcel Energy Inc
|
15,842 | $1,272,112 |
All Filings in EIX
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,418,942 | 19,059 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,435,498 | 19,616 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,168,469 | 19,468 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,124,007 | 20,333 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,456,512 | 28,227 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $2,541,041 | 43,127 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $1,231,451 | 15,424 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $1,343,276 | 15,424 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $1,107,596 | 15,424 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,081,602 | 15,292 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $1,061,268 | 14,845 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $939,539 | 14,845 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $925,559 | 13,327 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $944,282 | 13,377 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $859,633 | 13,512 | Shares | Sole | 2023-02-17 | |
| 2022-09-30 | $268,415 | 4,744 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $226,082 | 3,575 | Shares | Sole | 2022-07-15 | |
| No filing history on record for this holder in this stock. | ||||||