Position in EIX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$38,124,578
+$2,940,587 QoQ
Shares Held
512,083
+6.5% QoQ
Ownership
0.133%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#81
of 1,069 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 98%
None 2%
Common Shares in EIX Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026WELLINGTON MANAGEMENT GROUP LLP holds $10,126,884,845 across 19 Utilities - Regulated Electric names. EIX ranks #13 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | D |
Dominion Energy, Inc
|
40,867,860 | $2,790,866,153 | |
| 2 | AEP |
American Electric Power Co Inc
|
13,872,005 | $1,897,829,000 | |
| 3 | EXC |
Exelon Corp
|
20,145,585 | $939,187,169 | |
| 4 | CMS |
Cms Energy Corp
|
12,158,296 | $930,109,642 | |
| 5 | DUK |
Duke Energy CORP
|
6,243,806 | $790,340,962 | |
| 6 | PPL |
PPL Corp
|
21,607,366 | $788,420,094 | |
| 7 | SO |
Southern Co
|
5,519,410 | $528,262,730 | |
| 8 | WEC |
Wec Energy Group, Inc.
|
3,572,456 | $417,155,685 |
All Filings in EIX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $38,124,578 | 512,083 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $35,183,991 | 480,787 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $40,624,415 | 676,848 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $39,039,121 | 706,207 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $24,369,130 | 472,270 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $25,214,104 | 427,938 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $477,644,076 | 5,982,516 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $638,368,305 | 7,329,984 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $562,608,081 | 7,834,676 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $708,909,386 | 10,022,754 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $734,632,379 | 10,276,016 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $622,910,999 | 9,842,171 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $661,502,495 | 9,524,874 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $675,938,424 | 9,575,555 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $433,397,568 | 6,812,285 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $394,507,951 | 6,972,569 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $481,603,332 | 7,615,486 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $489,892,585 | 6,988,482 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $476,256,550 | 6,978,118 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $384,842,703 | 6,937,853 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $414,140,373 | 7,162,580 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $401,341,434 | 6,848,830 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $447,815,571 | 7,128,551 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $322,327,275 | 6,340,033 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $316,036,783 | 5,819,127 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $226,350,253 | 4,131,233 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||