Position in EIX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,603,806
+$1,241,567 QoQ
Shares Held
34,974
+87.9% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#322
of 1,069 holders
Holding Since
Mar 2020
16 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, 2026Advisory Services Network, LLC holds $76,028,809 across 29 Utilities - Regulated Electric names. EIX ranks #9 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
180,010 | $15,799,468 | |
| 2 | SO |
Southern Co
|
120,975 | $11,578,511 | |
| 3 | DUK |
Duke Energy CORP
|
79,942 | $10,119,049 | |
| 4 | ETR |
Entergy Corp /De/
|
49,335 | $5,666,613 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
46,972 | $5,484,913 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
47,103 | $3,822,874 | |
| 7 | FE |
Firstenergy Corp
|
59,696 | $2,837,942 | |
| 8 | EVRG |
Evergy, Inc.
|
31,255 | $2,701,364 |
All Filings in EIX
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,603,806 | 34,974 | Shares | Other | 2026-08-12 | |
| 2026-03-31 | $1,362,239 | 18,615 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $746,524 | 12,438 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $470,816 | 8,517 | Shares | Sole | 2025-11-18 | |
| 2025-06-30 | $518,216 | 10,043 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $415,796 | 7,057 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $271,135 | 3,396 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $257,610 | 2,958 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $212,411 | 2,958 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $193,022 | 2,700 | Shares | Sole | 2024-02-09 | |
| 2023-03-31 | $126,143 | 1,787 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $124,247 | 1,953 | Shares | Sole | 2023-02-13 | |
| 2021-06-30 | $45,561 | 788 | Shares | Sole | 2021-08-12 | |
| 2020-12-31 | $34,738 | 553 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $47,128 | 927 | Shares | Sole | 2020-11-16 | |
| 2020-03-31 | $52,761 | 963 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||