Position in EIX
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$21,660,259
+$2,139,934 QoQ
Shares Held
290,937
+9.1% QoQ
Ownership
0.076%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#128
of 1,076 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 32%
Shared 0%
None 68%
Common Shares in EIX Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026MERCER GLOBAL ADVISORS INC /ADV holds $355,612,780 across 36 Utilities - Regulated Electric names. EIX ranks #7 (6.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
368,507 | $32,343,859 | |
| 2 | DUK |
Duke Energy CORP
|
252,532 | $31,965,500 | |
| 3 | ED |
Consolidated Edison Inc
|
273,028 | $30,205,087 | |
| 4 | AEP |
American Electric Power Co Inc
|
209,913 | $28,718,197 | |
| 5 | EVRG |
Evergy, Inc.
|
309,684 | $26,765,988 | |
| 6 | SO |
Southern Co
|
249,562 | $23,885,579 | |
| 7 | EIX |
Edison International
This page
|
290,937 | $21,660,259 | |
| 8 | PCG |
PG&E Corp
|
1,233,572 | $20,748,681 |
All Filings in EIX
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,660,259 | 290,937 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $19,520,325 | 266,744 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $12,306,860 | 205,046 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $6,086,438 | 110,102 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,101,779 | 60,112 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,552,826 | 43,327 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,753,841 | 34,492 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,634,995 | 30,256 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,624,414 | 22,621 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,769,240 | 25,014 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,463,257 | 20,468 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $1,537,187 | 24,288 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $1,448,449 | 20,856 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,651,806 | 23,400 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $2,508,854 | 39,435 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $2,024,771 | 35,786 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $2,140,800 | 33,852 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $2,489,110 | 35,508 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,495,494 | 21,912 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $960,241 | 17,311 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $597,800 | 10,339 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $366,894 | 6,261 | Shares | Sole | 2021-08-10 | |
| 2020-12-31 | $496,529 | 7,904 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $432,292 | 8,503 | Shares | Sole | 2020-12-10 | |
| 2020-06-30 | $1,028,957 | 18,946 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $1,033,065 | 18,855 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||