Position in EIX
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$63,878
+$1,602 QoQ
Shares Held
858
+0.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#860
of 1,069 holders
Holding Since
Sep 2021
18 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in EIX Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026SouthState Bank Corp holds $37,531,930 across 26 Utilities - Regulated Electric names. EIX ranks #11 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
302,610 | $26,560,079 | |
| 2 | DUK |
Duke Energy CORP
|
43,805 | $5,544,836 | |
| 3 | SO |
Southern Co
|
31,080 | $2,974,666 | |
| 4 | AEP |
American Electric Power Co Inc
|
5,414 | $740,688 | |
| 5 | D |
Dominion Energy, Inc
|
9,899 | $676,002 | |
| 6 | XEL |
Xcel Energy Inc
|
4,931 | $395,958 | |
| 7 | ED |
Consolidated Edison Inc
|
2,440 | $269,936 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
1,149 | $93,252 |
All Filings in EIX
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $63,878 | 858 | Shares | Defined | 2026-08-06 | |
| 2026-03-31 | $62,276 | 851 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $51,077 | 851 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $45,771 | 828 | Shares | Defined | 2025-11-05 | |
| 2025-06-30 | $46,233 | 896 | Shares | Defined | 2025-08-06 | |
| 2025-03-31 | $7,070 | 120 | Shares | Defined | 2025-05-12 | |
| 2024-06-30 | $3,159 | 44 | Shares | Defined | 2024-08-02 | |
| 2024-03-31 | $39,184 | 554 | Shares | Defined | 2024-05-06 | |
| 2023-12-31 | $35,745 | 500 | Shares | Defined | 2024-02-06 | |
| 2023-09-30 | $39,999 | 632 | Shares | Defined | 2023-11-07 | |
| 2023-06-30 | $50,281 | 724 | Shares | Defined | 2023-08-08 | |
| 2023-03-31 | $112,449 | 1,593 | Shares | Defined | 2023-05-08 | |
| 2022-12-31 | $107,326 | 1,687 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $42,831 | 757 | Shares | Defined | 2022-11-07 | |
| 2022-06-30 | $98,464 | 1,557 | Shares | Defined | 2022-08-05 | |
| 2022-03-31 | $105,009 | 1,498 | Shares | Defined | 2022-08-04 | |
| 2021-12-31 | $102,238 | 1,498 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $83,094 | 1,498 | Shares | Defined | 2021-11-10 | |
| No filing history on record for this holder in this stock. | ||||||