Position in EIX
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$54,869
+$2,546 QoQ
Shares Held
737
+3.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#871
of 1,069 holders
Holding Since
Mar 2020
26 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, 2026RAFFA WEALTH MANAGEMENT, LLC holds $226,374 across 29 Utilities - Regulated Electric names. EIX ranks #1 (24.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EIX |
Edison International
This page
|
737 | $54,869 | |
| 2 | DUK |
Duke Energy CORP
|
211 | $26,708 | |
| 3 | EXC |
Exelon Corp
|
354 | $16,503 | |
| 4 | AEP |
American Electric Power Co Inc
|
102 | $13,954 | |
| 5 | NGG |
National Grid PLC
|
159 | $13,176 | |
| 6 | ED |
Consolidated Edison Inc
|
115 | $12,722 | |
| 7 | NEE |
Nextera Energy Inc
|
113 | $9,918 | |
| 8 | KEP |
Korea Electric Power Corp
|
744 | $9,002 |
All Filings in EIX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $54,869 | 737 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $52,323 | 715 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $42,254 | 704 | Shares | Sole | 2026-07-27 | |
| 2025-09-30 | $38,419 | 695 | Shares | Sole | 2026-07-27 | |
| 2025-06-30 | $35,346 | 685 | Shares | Sole | 2026-07-27 | |
| 2025-03-31 | $39,829 | 676 | Shares | Sole | 2026-07-27 | |
| 2024-12-31 | $53,253 | 667 | Shares | Sole | 2026-07-27 | |
| 2024-09-30 | $57,653 | 662 | Shares | Sole | 2026-07-27 | |
| 2024-06-30 | $47,107 | 656 | Shares | Sole | 2026-07-27 | |
| 2024-03-31 | $45,974 | 650 | Shares | Sole | 2026-07-27 | |
| 2023-12-31 | $45,968 | 643 | Shares | Sole | 2026-07-27 | |
| 2023-09-30 | $40,315 | 637 | Shares | Sole | 2026-07-27 | |
| 2023-06-30 | $43,822 | 631 | Shares | Sole | 2026-07-27 | |
| 2023-03-31 | $44,189 | 626 | Shares | Sole | 2026-07-27 | |
| 2022-12-31 | $39,444 | 620 | Shares | Sole | 2026-07-27 | |
| 2022-09-30 | $34,740 | 614 | Shares | Sole | 2026-07-27 | |
| 2022-06-30 | $39,335 | 622 | Shares | Sole | 2026-07-27 | |
| 2022-03-31 | $43,251 | 617 | Shares | Sole | 2026-07-27 | |
| 2021-12-31 | $41,700 | 611 | Shares | Sole | 2026-07-27 | |
| 2021-09-30 | $33,392 | 602 | Shares | Sole | 2026-07-27 | |
| 2021-06-30 | $33,882 | 586 | Shares | Sole | 2026-07-27 | |
| 2021-03-31 | $32,347 | 552 | Shares | Sole | 2026-07-27 | |
| 2020-12-31 | $34,676 | 552 | Shares | Sole | 2026-07-27 | |
| 2020-09-30 | $28,063 | 552 | Shares | Sole | 2026-07-27 | |
| 2020-06-30 | $30,848 | 568 | Shares | Sole | 2026-07-27 | |
| 2020-03-31 | $30,572 | 558 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||