Position in EIX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,709,223
+$192,714 QoQ
Shares Held
22,958
+10.8% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#392
of 1,069 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in EIX Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026EP Wealth Advisors, LLC holds $196,573,257 across 30 Utilities - Regulated Electric names. EIX ranks #11 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
736,854 | $64,673,675 | |
| 2 | XEL |
Xcel Energy Inc
|
613,442 | $49,259,392 | |
| 3 | SO |
Southern Co
|
491,161 | $47,009,019 | |
| 4 | DUK |
Duke Energy CORP
|
40,955 | $5,184,083 | |
| 5 | AEP |
American Electric Power Co Inc
|
34,286 | $4,690,667 | |
| 6 | DTE |
Dte Energy Co
|
28,844 | $4,394,960 | |
| 7 | ED |
Consolidated Edison Inc
|
20,311 | $2,247,005 | |
| 8 | ES |
Eversource Energy
|
28,925 | $2,090,409 |
All Filings in EIX
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,709,223 | 22,958 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,516,509 | 20,723 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,105,688 | 18,422 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $560,324 | 10,859 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,055,787 | 17,919 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,335,563 | 16,728 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,673,869 | 19,220 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $779,210 | 10,851 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $701,217 | 9,914 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $666,215 | 9,319 | Shares | Sole | 2024-02-28 | |
| 2023-09-30 | $629,355 | 9,944 | Shares | Sole | 2023-11-24 | |
| 2023-06-30 | $962,785 | 13,863 | Shares | Sole | 2023-08-14 | |
| 2022-12-31 | $506,542 | 7,962 | Shares | Sole | 2023-06-12 | |
| 2022-06-30 | $310,065 | 4,903 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $333,676 | 4,760 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $348,279 | 5,103 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $280,955 | 5,065 | Shares | Sole | 2021-11-23 | |
| 2021-06-30 | $307,024 | 5,310 | Shares | Sole | 2021-08-24 | |
| 2021-03-31 | $269,794 | 4,604 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $280,051 | 4,458 | Shares | Sole | 2021-02-18 | |
| 2020-09-30 | $258,521 | 5,085 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $295,000 | 0 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $292,742 | 5,343 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||