UNITED CAPITAL FINANCIAL ADVISORS, LLC
Position in EIX — Edison International
CIK 1463217
IRVING, TX
Position in EIX
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$1,516,174
+$147,269 QoQ
Shares Held
20,365
+8.9% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#412
of 1,069 holders
Holding Since
Mar 2020
24 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, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $80,119,343 across 32 Utilities - Regulated Electric names. EIX ranks #14 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
150,892 | $13,243,790 | |
| 2 | PEG |
Public Service Enterprise Group Inc
|
106,981 | $8,682,577 | |
| 3 | SO |
Southern Co
|
81,604 | $7,810,318 | |
| 4 | DUK |
Duke Energy CORP
|
59,396 | $7,518,345 | |
| 5 | LNT |
Alliant Energy Corp
|
88,831 | $6,776,916 | |
| 6 | CIG |
Energy Co Of Minas Gerais
|
2,513,297 | $5,277,923 | |
| 7 | AEP |
American Electric Power Co Inc
|
24,973 | $3,416,556 | |
| 8 | ETR |
Entergy Corp /De/
|
24,362 | $2,798,219 |
All Filings in EIX
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,516,174 | 20,365 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $1,368,905 | 18,706 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $1,017,098 | 16,946 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $795,479 | 14,390 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $283,645 | 5,497 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $563,157 | 9,558 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $601,354 | 7,532 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $685,485 | 7,871 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $554,445 | 7,721 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $524,958 | 7,422 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $491,279 | 6,872 | Shares | Defined | 2024-02-14 | |
| 2023-03-31 | $248,194 | 3,516 | Shares | Defined | 2023-08-15 | |
| 2022-12-31 | $268,921 | 4,227 | Shares | Defined | 2023-02-15 | |
| 2022-09-30 | $254,496 | 4,498 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $340,357 | 5,382 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $349,728 | 4,989 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $364,796 | 5,345 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $292,382 | 5,271 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $288,232 | 4,985 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $355,233 | 6,062 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $493,388 | 7,854 | Shares | Defined | 2021-02-17 | |
| 2020-09-30 | $315,614 | 6,208 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $370,611 | 6,824 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $383,036 | 6,991 | Shares | Defined | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||