Position in EIX
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$3,109,032
+$867,602 QoQ
Shares Held
41,760
+36.3% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#20
of 161 holders
Holding Since
Dec 2021
19 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, 2026Sequoia Financial Advisors, LLC holds $106,158,539 across 34 Utilities - Regulated Electric names. EIX ranks #8 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
132,456 | $18,121,305 | |
| 2 | NEE |
Nextera Energy Inc
|
147,124 | $12,913,073 | |
| 3 | SO |
Southern Co
|
112,262 | $10,744,596 | |
| 4 | DUK |
Duke Energy CORP
|
56,447 | $7,145,061 | |
| 5 | XEL |
Xcel Energy Inc
|
47,995 | $3,853,998 | |
| 6 | ED |
Consolidated Edison Inc
|
34,618 | $3,829,789 | |
| 7 | DTE |
Dte Energy Co
|
24,355 | $3,710,971 | |
| 8 | EIX |
Edison International
This page
|
41,760 | $3,109,032 |
All Filings in EIX
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,109,032 | 41,760 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $2,241,430 | 30,629 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,544,614 | 25,735 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,043,299 | 18,873 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $610,376 | 11,829 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $544,833 | 9,247 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $801,433 | 10,038 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $645,075 | 7,407 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $535,415 | 7,456 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $503,456 | 7,118 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $756,578 | 10,583 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $6,275,140 | 99,149 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $7,393,855 | 106,463 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $10,064,792 | 142,581 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $8,858,448 | 139,240 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $5,274,953 | 93,230 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $4,910,269 | 77,645 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $3,999,064 | 57,048 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $201,815 | 2,957 | Shares | Sole | 2022-02-22 | |
| No filing history on record for this holder in this stock. | ||||||