Position in EIX
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$2,045,737
-$280,142 QoQ
Shares Held
27,478
-13.5% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#364
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, 2026IFP Advisors, Inc holds $36,052,907 across 32 Utilities - Regulated Electric names. EIX ranks #6 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
41,174 | $5,211,804 | |
| 2 | NEE |
Nextera Energy Inc
|
55,230 | $4,847,537 | |
| 3 | PPL |
PPL Corp
|
123,238 | $4,479,701 | |
| 4 | SO |
Southern Co
|
35,414 | $3,389,473 | |
| 5 | ETR |
Entergy Corp /De/
|
24,127 | $2,771,227 | |
| 6 | EIX |
Edison International
This page
|
27,478 | $2,045,737 | |
| 7 | D |
Dominion Energy, Inc
|
25,484 | $1,740,302 | |
| 8 | WEC |
Wec Energy Group, Inc.
|
14,731 | $1,720,138 |
All Filings in EIX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,045,737 | 27,478 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $2,325,879 | 31,783 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,940,986 | 32,339 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $842,246 | 15,236 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $195,254 | 3,784 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $213,938 | 3,631 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $141,077 | 1,767 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,203,235 | 13,816 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $154,391 | 2,150 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $236,662 | 3,346 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $323,492 | 4,525 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $440,245 | 6,956 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $1,218,916 | 17,551 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,240,266 | 17,570 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $922 | 19,797 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,414,669 | 25,003 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $25,548 | 404 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,799,256 | 25,667 | Shares | Sole | 2022-08-08 | |
| 2021-12-31 | $1,706,659 | 25,006 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $1,304,210 | 23,512 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $113,500 | 1,963 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $69,909 | 1,193 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $279,674 | 4,452 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $255,826 | 5,032 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $263,349 | 4,849 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $241,514 | 4,408 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||