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Morningstar Investment Management LLC: EIX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Morningstar Investment Management LLC on EIX, newest first. How the timeline and the estimate are built.

Morningstar Investment Management LLC held 67,602 EIX shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 67,602 shares
    Change vs previous 13F 0 shares

    0.31% of the 13F portfolio, value $4,947,114.

    13F-HR 0001104659-26-085281 filed by Morningstar Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 67,602 shares
    Change vs previous 13F +4,656 shares

    0.31% of the 13F portfolio, value $4,947,114.

    13F-HR 0001104659-26-061223 filed by Morningstar Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 62,946 shares
    Change vs previous 13F -1,053 shares

    0.22% of the 13F portfolio, value $3,778,000.

    13F-HR 0001104659-26-011874 filed by Morningstar Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 63,999 shares
    Change vs previous 13F +46,098 shares

    0.13% of the 13F portfolio, value $3,538,000.

    13F-HR 0001104659-25-112875 filed by Morningstar Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-03-31
    13F 17,901 shares
    Change vs previous 13F -27,049 shares

    0.19% of the 13F portfolio, value $1,055,000.

    13F-HR 0001104659-25-044412 filed by Morningstar Investment Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Morningstar Investment Services LLC: 17,901 shares
    • Morningstar Investment Management LLC: 0 shares

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-12-31
    13F 44,950 shares
    Change vs previous 13F -563,062 shares

    0.15% of the 13F portfolio, value $3,588,000.

    13F-HR 0001104659-25-011953 filed by Morningstar Investment Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Morningstar Investment Services LLC: 40,349 shares
    • Morningstar Investment Management LLC: 4,601 shares

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-09-30
    13F 608,012 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $52,771,000.

    13F-HR 0001104659-24-115120 filed by Morningstar Investment Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Morningstar Investment Services LLC: 603,567 shares
    • Morningstar Investment Management LLC: 4,445 shares

    Acceptance time not in the bulk data set (spec §4.2).