Position in EIX
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$6,202,652
-$316,954 QoQ
Shares Held
83,313
-6.5% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#225
of 1,069 holders
Holding Since
Sep 2022
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EIX Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026BURNEY CO/ holds $28,823,386 across 12 Utilities - Regulated Electric names. EIX ranks #2 (21.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PCG |
PG&E Corp
|
430,996 | $7,249,352 | |
| 2 | EIX |
Edison International
This page
|
83,313 | $6,202,652 | |
| 3 | ES |
Eversource Energy
|
63,108 | $4,560,815 | |
| 4 | PNW |
Pinnacle West Capital Corp
|
23,036 | $2,464,852 | |
| 5 | ETR |
Entergy Corp /De/
|
14,220 | $1,633,309 | |
| 6 | D |
Dominion Energy, Inc
|
18,978 | $1,296,007 | |
| 7 | HE |
Hawaiian Electric Industries Inc
|
84,369 | $1,141,512 | |
| 8 | SO |
Southern Co
|
11,467 | $1,097,506 |
All Filings in EIX
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,202,652 | 83,313 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $6,519,606 | 89,090 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $6,973,663 | 116,189 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $249,368 | 4,511 | Shares | Sole | 2025-10-16 | |
| 2024-12-31 | $398,960 | 4,997 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $437,017 | 5,018 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $447,232 | 6,228 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $682,331 | 9,647 | Shares | Defined | 2024-05-22 | |
| 2023-12-31 | $1,231,342 | 17,224 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,762,878 | 27,854 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $11,389,244 | 163,992 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $13,406,593 | 189,922 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $13,283,982 | 208,802 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $8,571,134 | 151,487 | Shares | Sole | 2022-11-15 | |
| No filing history on record for this holder in this stock. | ||||||