Position in EIX
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$146,608,296
+$36,611,025 QoQ
Shares Held
2,003,393
+9.3% QoQ
Ownership
0.521%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 72.08935041701753.ToString("F0")%
Shared 19.032760921097356.ToString("F0")%
None 8.877888661885112.ToString("F0")%
Common Shares in EIX Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026DIMENSIONAL FUND ADVISORS LP holds $4,601,957,409 across 38 Utilities - Regulated Electric names. EIX ranks #12 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
4,829,027 | $448,520,026 | |
| 2 | DUK |
Duke Energy CORP
|
2,092,284 | $273,963,665 | |
| 3 | SO |
Southern Co
|
2,655,044 | $256,264,844 | |
| 4 | AEP |
American Electric Power Co Inc
|
1,793,510 | $235,093,289 | |
| 5 | ETR |
Entergy Corp /De/
|
1,841,587 | $206,920,712 | |
| 6 | EXC |
Exelon Corp
|
3,765,827 | $184,600,837 | |
| 7 | ED |
Consolidated Edison Inc
|
1,447,524 | $163,830,764 | |
| 8 | XEL |
Xcel Energy Inc
|
2,052,030 | $163,013,262 |
All Filings in EIX
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $146,608,296 | 2,003,393 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $109,997,271 | 1,832,677 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $103,728,220 | 1,876,415 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $97,147,988 | 1,882,713 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $91,995,859 | 1,561,369 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $137,707,710 | 1,724,796 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $143,740,475 | 1,650,482 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $117,472,540 | 1,635,880 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $100,232,753 | 1,417,118 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $96,643,681 | 1,351,849 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $87,123,619 | 1,376,578 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $97,923,802 | 1,409,990 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $97,422,809 | 1,380,122 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $87,400,963 | 1,373,797 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $74,961,369 | 1,324,874 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $83,310,034 | 1,317,363 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $86,537,819 | 1,234,491 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $74,846,430 | 1,096,651 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $60,892,414 | 1,097,754 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $62,708,276 | 1,084,543 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $63,647,628 | 1,086,137 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $69,597,524 | 1,107,888 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $54,998,610 | 1,081,798 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $54,757,079 | 1,008,232 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $54,322,367 | 991,465 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||