Position in EIX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$340,621,475
-$28,961,667 QoQ
Shares Held
4,575,171
-9.4% QoQ
Ownership
1.19%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#12
of 1,069 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 77%
Shared 0%
None 23%
Common Shares in EIX Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026MORGAN STANLEY holds $22,424,712,131 across 42 Utilities - Regulated Electric names. EIX ranks #20 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
63,514,030 | $5,574,626,402 | |
| 2 | AEP |
American Electric Power Co Inc
|
18,980,444 | $2,596,714,535 | |
| 3 | DUK |
Duke Energy CORP
|
13,107,459 | $1,659,142,151 | |
| 4 | SO |
Southern Co
|
13,593,077 | $1,298,538,960 | |
| 5 | ETR |
Entergy Corp /De/
|
9,808,504 | $1,126,604,759 | |
| 6 | D |
Dominion Energy, Inc
|
11,169,924 | $762,794,100 | |
| 7 | EXC |
Exelon Corp
|
16,111,485 | $751,117,419 | |
| 8 | XEL |
Xcel Energy Inc
|
7,894,693 | $633,943,843 |
All Filings in EIX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $340,621,475 | 4,575,171 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $369,583,142 | 5,050,330 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $263,027,498 | 4,382,331 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $261,117,558 | 4,723,545 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $248,947,133 | 4,824,557 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $306,108,185 | 5,195,319 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $393,852,548 | 4,933,023 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $460,651,575 | 5,289,374 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $367,459,014 | 5,117,101 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $353,415,877 | 4,996,690 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $408,688,733 | 5,716,726 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $334,350,365 | 5,282,831 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $371,872,794 | 5,354,540 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $363,636,541 | 5,151,389 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $341,192,143 | 5,362,970 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $227,315,292 | 4,017,591 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $256,733,083 | 4,059,663 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $177,957,607 | 2,538,625 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $204,464,165 | 2,995,812 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $145,809,381 | 2,628,617 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $147,327,667 | 2,548,040 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $99,921,904 | 1,705,152 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $101,840,825 | 1,621,153 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $82,824,254 | 1,629,116 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $73,467,197 | 1,352,738 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $65,712,328 | 1,199,349 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||