Position in EIX
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$302,415
New position
Shares Held
4,062
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#193
of 342 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026BSW Wealth Partners holds $839,436 across 4 Utilities - Regulated Electric names. EIX ranks #2 (36.0% of the industry book) .
All Filings in EIX
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $302,415 | 4,062 | Shares | Sole | 2026-07-15 | |
| No filing history on record for this holder in this stock. | ||||||