Position in EIX
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$790,882
+$13,491 QoQ
Shares Held
10,623
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#523
of 1,069 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EIX Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026First Western Trust Bank holds $5,438,343 across 5 Utilities - Regulated Electric names. EIX ranks #3 (14.5% of the industry book) .
All Filings in EIX
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $790,882 | 10,623 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $777,391 | 10,623 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $637,592 | 10,623 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $780,719 | 14,123 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $751,089 | 14,556 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $834,719 | 14,167 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,127,260 | 14,119 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||