Position in EIX
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$238,463
+$8,386 QoQ
Shares Held
3,203
+1.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#780
of 1,065 holders
Holding Since
Mar 2026
2 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, 2026Annex Advisory Services, LLC holds $79,020,476 across 9 Utilities - Regulated Electric names. EIX ranks #7 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
711,009 | $62,405,259 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
121,431 | $14,179,497 | |
| 3 | LNT |
Alliant Energy Corp
|
10,112 | $771,444 | |
| 4 | SO |
Southern Co
|
5,055 | $483,814 | |
| 5 | MGEE |
Mge Energy Inc
|
3,283 | $267,695 | |
| 6 | AEP |
American Electric Power Co Inc
|
1,899 | $259,802 | |
| 7 | EIX |
Edison International
This page
|
3,203 | $238,463 | |
| 8 | DUK |
Duke Energy CORP
|
1,656 | $209,616 |
All Filings in EIX
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $238,463 | 3,203 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $230,077 | 3,144 | Shares | Sole | 2026-04-16 | |
| No filing history on record for this holder in this stock. | ||||||