Position in EIX
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$629,995
+$18,430 QoQ
Shares Held
8,462
+1.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#573
of 1,069 holders
Holding Since
Dec 2020
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EIX Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026BOKF, NA holds $91,835,441 across 24 Utilities - Regulated Electric names. EIX ranks #13 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
166,096 | $21,024,431 | |
| 2 | AEP |
American Electric Power Co Inc
|
128,246 | $17,545,335 | |
| 3 | FE |
Firstenergy Corp
|
327,898 | $15,588,270 | |
| 4 | CMS |
Cms Energy Corp
|
141,275 | $10,807,537 | |
| 5 | NEE |
Nextera Energy Inc
|
98,620 | $8,655,876 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
41,074 | $3,333,565 | |
| 7 | CNP |
Centerpoint Energy Inc
|
73,930 | $3,255,876 | |
| 8 | SO |
Southern Co
|
28,580 | $2,735,391 |
All Filings in EIX
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $629,995 | 8,462 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $611,565 | 8,357 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $487,782 | 8,127 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $463,135 | 8,378 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $419,043 | 8,121 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $478,371 | 8,119 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $648,220 | 8,119 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $707,606 | 8,125 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $583,456 | 8,125 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $574,681 | 8,125 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $591,865 | 8,279 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $516,572 | 8,162 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $564,559 | 8,129 | Shares | Sole | 2023-08-21 | |
| 2023-03-31 | $348,220 | 4,933 | Shares | Sole | 2023-05-11 | |
| 2021-03-31 | $757,287 | 12,923 | Shares | Other | 2021-04-21 | |
| 2020-12-31 | $602,129 | 9,585 | Shares | Other | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||