Position in EIX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$503,436,630
+$24,303,828 QoQ
Shares Held
6,762,077
+3.3% QoQ
Ownership
1.76%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#7
of 1,069 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in EIX Over Time
Shares Held
Position Value (USD)
Derivatives in EIX
reported options exposure · as of Mar 31, 2025CallValue
$795,420
CallShares
13,500
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026GOLDMAN SACHS GROUP INC holds $13,626,059,436 across 42 Utilities - Regulated Electric names. EIX ranks #7 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
23,923,451 | $2,099,761,291 | |
| 2 | AEP |
American Electric Power Co Inc
|
10,965,480 | $1,500,187,316 | |
| 3 | SO |
Southern Co
|
14,601,681 | $1,396,644,767 | |
| 4 | XEL |
Xcel Energy Inc
|
10,997,965 | $883,136,586 | |
| 5 | DUK |
Duke Energy CORP
|
5,613,909 | $710,608,600 | |
| 6 | ETR |
Entergy Corp /De/
|
4,534,602 | $520,844,383 | |
| 7 | EIX |
Edison International
This page
|
6,762,077 | $503,436,630 | |
| 8 | D |
Dominion Energy, Inc
|
7,022,714 | $479,581,136 |
All Filings in EIX
Export CSV
30 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $503,436,630 | 6,762,077 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $479,132,802 | 6,547,319 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $329,986,177 | 5,497,937 | Shares | Defined | 2026-03-25 | |
| 2025-09-30 | $214,876,674 | 3,887,060 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $136,392,214 | 2,643,260 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $187,291,948 | 3,178,750 | Shares | Defined | 2025-06-27 | |
| 2025-03-31 | $795,420 | 13,500 | Call | Defined | 2025-06-27 | |
| 2024-12-31 | $198,048,465 | 2,480,567 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $154,742,990 | 1,776,817 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $121,020,243 | 1,685,284 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $102,113,253 | 1,443,705 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $98,553,824 | 1,378,568 | Shares | Defined | 2024-05-14 | |
| 2023-09-30 | $115,138,558 | 1,819,222 | Shares | Defined | 2024-05-15 | |
| 2023-06-30 | $137,401,892 | 1,978,429 | Shares | Defined | 2024-05-14 | |
| 2023-03-31 | $135,910,030 | 1,925,344 | Shares | Defined | 2024-05-14 | |
| 2022-12-31 | $86,707,441 | 1,362,896 | Shares | Defined | 2024-05-14 | |
| 2022-09-30 | $66,273,680 | 1,171,327 | Shares | Defined | 2024-05-14 | |
| 2022-06-30 | $59,874,808 | 946,787 | Shares | Defined | 2024-05-14 | |
| 2022-03-31 | $69,417,014 | 990,257 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $69,462,323 | 1,017,763 | Shares | Defined | 2022-02-17 | |
| 2021-09-30 | $46,303,026 | 834,740 | Shares | Defined | 2022-01-20 | |
| 2021-06-30 | $49,311,324 | 852,842 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $60,012,024 | 1,024,096 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $64,966,747 | 1,034,173 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $90,530,228 | 1,780,689 | Shares | Defined | 2020-11-13 | |
| 2020-09-30 | $228,780 | 4,500 | Call | Defined | 2020-11-13 | |
| 2020-06-30 | $244,395 | 4,500 | Call | Defined | 2020-08-12 | |
| 2020-06-30 | $79,848,788 | 1,470,241 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $91,491,245 | 1,669,853 | Shares | Defined | 2020-05-15 | |
| 2020-03-31 | $246,555 | 4,500 | Call | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||