Position in EIX
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$814,334
-$7,257 QoQ
Shares Held
10,938
-2.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#520
of 1,069 holders
Holding Since
Jun 2022
11 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, 2026PINNACLE ASSOCIATES LTD holds $63,986,753 across 16 Utilities - Regulated Electric names. EIX ranks #11 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
266,440 | $23,385,438 | |
| 2 | SO |
Southern Co
|
130,520 | $12,492,069 | |
| 3 | AEP |
American Electric Power Co Inc
|
31,951 | $4,371,216 | |
| 4 | D |
Dominion Energy, Inc
|
62,271 | $4,252,486 | |
| 5 | ED |
Consolidated Edison Inc
|
35,652 | $3,944,180 | |
| 6 | ES |
Eversource Energy
|
50,590 | $3,656,139 | |
| 7 | DUK |
Duke Energy CORP
|
28,537 | $3,612,213 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
38,959 | $3,161,912 |
All Filings in EIX
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $814,334 | 10,938 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $821,591 | 11,227 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $672,824 | 11,210 | Shares | Sole | 2026-02-05 | |
| 2024-09-30 | $307,950 | 3,536 | Shares | Sole | 2024-10-25 | |
| 2024-03-31 | $218,767 | 3,093 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $252,788 | 3,536 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $228,919 | 3,617 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $273,980 | 3,945 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $250,876 | 3,554 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $214,908 | 3,378 | Shares | Sole | 2023-02-01 | |
| 2022-06-30 | $206,352 | 3,263 | Shares | Sole | 2022-08-02 | |
| No filing history on record for this holder in this stock. | ||||||