Position in EIX
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$35,959
+$35,602 QoQ
Shares Held
483
+9560.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#892
of 1,069 holders
Holding Since
Dec 2023
2 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, 2026EVERMAY WEALTH MANAGEMENT LLC holds $4,788,453 across 18 Utilities - Regulated Electric names. EIX ranks #12 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
25,859 | $2,269,644 | |
| 2 | DUK |
Duke Energy CORP
|
8,766 | $1,109,600 | |
| 3 | D |
Dominion Energy, Inc
|
7,153 | $488,478 | |
| 4 | CNP |
Centerpoint Energy Inc
|
5,639 | $248,341 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
1,128 | $131,716 | |
| 6 | AEP |
American Electric Power Co Inc
|
737 | $100,828 | |
| 7 | PCG |
PG&E Corp
|
5,170 | $86,959 | |
| 8 | ED |
Consolidated Edison Inc
|
581 | $64,276 |
All Filings in EIX
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $35,959 | 483 | Shares | Sole | 2026-07-27 | |
| 2023-12-31 | $357 | 5 | Shares | Sole | 2024-02-12 | |
| No filing history on record for this holder in this stock. | ||||||