Position in EIX
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$193,867
-$49,245 QoQ
Shares Held
2,604
-14.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#819
of 1,069 holders
Holding Since
Mar 2022
9 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, 2026Institute for Wealth Management, LLC. holds $3,355,213 across 21 Utilities - Regulated Electric names. EIX ranks #6 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | D |
Dominion Energy, Inc
|
9,611 | $656,335 | |
| 2 | AEP |
American Electric Power Co Inc
|
4,458 | $609,898 | |
| 3 | PCG |
PG&E Corp
|
22,237 | $374,026 | |
| 4 | SO |
Southern Co
|
3,507 | $335,654 | |
| 5 | MGEE |
Mge Energy Inc
|
2,430 | $198,142 | |
| 6 | EIX |
Edison International
This page
|
2,604 | $193,867 | |
| 7 | ETR |
Entergy Corp /De/
|
1,562 | $179,411 | |
| 8 | DUK |
Duke Energy CORP
|
1,360 | $172,148 |
All Filings in EIX
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $193,867 | 2,604 | Shares | Sole | 2026-07-28 | |
| 2024-12-31 | $243,112 | 3,045 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $265,189 | 3,045 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $218,661 | 3,045 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $215,372 | 3,045 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $207,964 | 2,909 | Shares | Sole | 2024-01-31 | |
| 2023-06-30 | $203,002 | 2,923 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $206,334 | 2,923 | Shares | Sole | 2023-04-20 | |
| 2022-03-31 | $204,902 | 2,923 | Shares | Sole | 2022-04-29 | |
| No filing history on record for this holder in this stock. | ||||||