Position in EIX
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$220,074
+$13,561 QoQ
Shares Held
2,956
+4.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#796
of 1,069 holders
Holding Since
Mar 2024
6 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, 2026Avior Wealth Management, LLC holds $3,556,090 across 7 Utilities - Regulated Electric names. EIX ranks #5 (6.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
20,545 | $1,803,234 | |
| 2 | DUK |
Duke Energy CORP
|
3,361 | $425,435 | |
| 3 | SO |
Southern Co
|
4,351 | $416,434 | |
| 4 | AEP |
American Electric Power Co Inc
|
2,033 | $278,134 | |
| 5 | EIX |
Edison International
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|
2,956 | $220,074 | |
| 6 | XEL |
Xcel Energy Inc
|
2,642 | $212,152 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
2,472 | $200,627 |
All Filings in EIX
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $220,074 | 2,956 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $206,513 | 2,822 | Shares | Sole | 2026-04-09 | |
| 2024-12-31 | $12,614 | 158 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $13,324 | 153 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $3,303 | 46 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $20,016 | 283 | Shares | Sole | 2024-04-30 | |
| No filing history on record for this holder in this stock. | ||||||