Position in EIX
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$374,483
+$1,412 QoQ
Shares Held
5,030
-1.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#684
of 1,069 holders
Holding Since
Jun 2023
13 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, 2026Dynamic Advisor Solutions LLC holds $34,199,584 across 12 Utilities - Regulated Electric names. EIX ranks #12 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
89,321 | $8,548,912 | |
| 2 | DUK |
Duke Energy CORP
|
56,612 | $7,165,946 | |
| 3 | PEG |
Public Service Enterprise Group Inc
|
55,268 | $4,485,550 | |
| 4 | NEE |
Nextera Energy Inc
|
44,463 | $3,902,517 | |
| 5 | D |
Dominion Energy, Inc
|
51,485 | $3,515,910 | |
| 6 | ES |
Eversource Energy
|
31,396 | $2,268,988 | |
| 7 | EVRG |
Evergy, Inc.
|
19,146 | $1,654,788 | |
| 8 | AEP |
American Electric Power Co Inc
|
6,115 | $836,593 |
All Filings in EIX
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $374,483 | 5,030 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $373,071 | 5,098 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $307,242 | 5,119 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $282,038 | 5,102 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $247,473 | 4,796 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $287,824 | 4,885 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $404,229 | 5,063 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $670,331 | 7,697 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $541,303 | 7,538 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $538,538 | 7,614 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $614,599 | 8,597 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $537,901 | 8,499 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $416,561 | 5,998 | Shares | Sole | 2023-08-03 | |
| No filing history on record for this holder in this stock. | ||||||