Position in EIX
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$204,067
+$3,481 QoQ
Shares Held
2,741
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#809
of 1,069 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in EIX Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026STEPHENS INC /AR/ holds $126,764,472 across 20 Utilities - Regulated Electric names. EIX ranks #20 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
345,986 | $43,794,907 | |
| 2 | NEE |
Nextera Energy Inc
|
202,587 | $17,781,060 | |
| 3 | AEP |
American Electric Power Co Inc
|
116,856 | $15,987,069 | |
| 4 | SO |
Southern Co
|
118,573 | $11,348,621 | |
| 5 | ED |
Consolidated Edison Inc
|
72,152 | $7,982,175 | |
| 6 | ETR |
Entergy Corp /De/
|
60,462 | $6,944,665 | |
| 7 | D |
Dominion Energy, Inc
|
100,227 | $6,844,501 | |
| 8 | ES |
Eversource Energy
|
77,914 | $5,630,844 |
All Filings in EIX
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $204,067 | 2,741 | Shares | Defined | 2026-07-29 | |
| 2026-03-31 | $200,586 | 2,741 | Shares | Defined | 2026-04-28 | |
| 2025-09-30 | $227,753 | 4,120 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $237,669 | 4,606 | Shares | Defined | 2025-07-29 | |
| 2025-03-31 | $307,562 | 5,220 | Shares | Defined | 2025-05-01 | |
| 2024-12-31 | $464,908 | 5,823 | Shares | Defined | 2025-01-28 | |
| 2024-09-30 | $508,953 | 5,844 | Shares | Defined | 2024-10-28 | |
| 2024-06-30 | $417,287 | 5,811 | Shares | Defined | 2024-08-06 | |
| 2024-03-31 | $383,922 | 5,428 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $483,057 | 6,757 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $425,561 | 6,724 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $428,992 | 6,177 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $408,998 | 5,794 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $366,387 | 5,759 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $330,710 | 5,845 | Shares | Defined | 2022-11-02 | |
| 2022-06-30 | $383,107 | 6,058 | Shares | Defined | 2022-08-03 | |
| 2022-03-31 | $444,574 | 6,342 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 | $442,464 | 6,483 | Shares | Defined | 2022-03-07 | |
| 2021-09-30 | $385,904 | 6,957 | Shares | Defined | 2021-10-27 | |
| 2021-06-30 | $496,442 | 8,586 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $474,484 | 8,097 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $478,625 | 7,619 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $398,128 | 7,831 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $381,038 | 7,016 | Shares | Defined | 2020-08-24 | |
| 2020-03-31 | $317,288 | 5,791 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||