Plante Moran Financial Advisors, LLC
Position in EIX — Edison International
CIK 1424717
SOUTHFIELD, MI
Position in EIX
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$297
-$261 QoQ
Shares Held
4
-42.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,060
of 1,069 holders
Holding Since
Sep 2020
8 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, 2026Plante Moran Financial Advisors, LLC holds $3,946,455 across 23 Utilities - Regulated Electric names. EIX ranks #19 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DTE |
Dte Energy Co
|
11,882 | $1,810,460 | |
| 2 | CMS |
Cms Energy Corp
|
7,156 | $547,434 | |
| 3 | NEE |
Nextera Energy Inc
|
4,895 | $429,634 | |
| 4 | SO |
Southern Co
|
3,672 | $351,447 | |
| 5 | AEP |
American Electric Power Co Inc
|
1,721 | $235,450 | |
| 6 | EXC |
Exelon Corp
|
3,842 | $179,114 | |
| 7 | IDA |
Idacorp Inc
|
983 | $148,727 | |
| 8 | DUK |
Duke Energy CORP
|
411 | $52,024 |
All Filings in EIX
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $297 | 4 | Shares | Sole | 2026-08-06 | |
| 2024-12-31 | $558 | 7 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $609 | 7 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $0 | 0 | Shares | Sole | 2024-08-12 | |
| 2023-12-31 | $8,721 | 122 | Shares | Sole | 2024-02-05 | |
| 2021-12-31 | $5,118 | 75 | Shares | Sole | 2022-02-09 | |
| 2020-12-31 | $0 | 0 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $0 | 0 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||