Position in EIX
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$943,653
+$37,173 QoQ
Shares Held
12,675
+2.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#487
of 1,069 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 8%
Shared 0%
None 92%
Common Shares in EIX Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Perigon Wealth Management, LLC holds $32,663,808 across 22 Utilities - Regulated Electric names. EIX ranks #9 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
119,680 | $10,504,313 | |
| 2 | SO |
Southern Co
|
34,256 | $3,278,641 | |
| 3 | AEP |
American Electric Power Co Inc
|
23,590 | $3,227,347 | |
| 4 | DUK |
Duke Energy CORP
|
20,484 | $2,592,864 | |
| 5 | D |
Dominion Energy, Inc
|
32,322 | $2,207,269 | |
| 6 | ED |
Consolidated Edison Inc
|
14,020 | $1,551,032 | |
| 7 | EXC |
Exelon Corp
|
29,638 | $1,381,723 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
12,259 | $994,940 |
All Filings in EIX
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $943,653 | 12,675 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $906,480 | 12,387 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $829,056 | 13,813 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $463,965 | 8,393 | Shares | Sole | 2025-10-17 | |
| No filing history on record for this holder in this stock. | ||||||