Position in EIX
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$338,611,393
+$139,341,036 QoQ
Shares Held
4,627,103
+39.4% QoQ
Ownership
1.20%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 99.08850094756913.ToString("F0")%
Shared 0.ToString("F0")%
None 0.9114990524308623.ToString("F0")%
Common Shares in EIX Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026FRANKLIN RESOURCES INC holds $15,707,973,476 across 35 Utilities - Regulated Electric names. EIX ranks #11 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
46,529,576 | $4,321,667,012 | |
| 2 | PPL |
PPL Corp
|
43,836,112 | $1,674,539,476 | |
| 3 | SO |
Southern Co
|
16,809,309 | $1,622,434,501 | |
| 4 | DUK |
Duke Energy CORP
|
10,370,071 | $1,357,857,090 | |
| 5 | ETR |
Entergy Corp /De/
|
6,588,009 | $740,228,687 | |
| 6 | AEE |
Ameren Corp
|
5,682,375 | $624,606,655 | |
| 7 | XEL |
Xcel Energy Inc
|
7,767,142 | $617,021,756 | |
| 8 | WEC |
Wec Energy Group, Inc.
|
4,434,011 | $513,325,448 |
All Filings in EIX
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $338,611,393 | 4,627,103 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $199,270,357 | 3,320,066 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $231,427,890 | 4,186,467 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $212,527,238 | 4,118,745 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $312,473,731 | 5,303,356 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $440,420,908 | 5,516,294 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $567,607,677 | 6,517,484 | Shares | Defined | 2024-11-27 | |
| 2024-06-30 | $467,847,459 | 6,515,074 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $467,671,283 | 6,612,064 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $501,052,459 | 7,008,707 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $508,460,656 | 8,033,823 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $605,805,194 | 8,722,897 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $716,041,380 | 10,143,666 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $665,400,623 | 10,458,985 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $594,802,454 | 10,512,592 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $740,126,239 | 11,703,451 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $1,198,866,111 | 17,102,227 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $1,185,057,099 | 17,363,474 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $968,487,783 | 17,459,668 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $1,008,752,292 | 17,446,425 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $1,003,285,149 | 17,120,907 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $805,069,457 | 12,815,496 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $600,131,069 | 11,804,309 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $221,482,642 | 4,078,119 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $218,153,616 | 3,981,632 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||