Position in EIX
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,668,871
+$1,031,620 QoQ
Shares Held
22,416
+157.4% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#398
of 1,065 holders
Holding Since
Mar 2021
22 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, 2026MISSION WEALTH MANAGEMENT, LP holds $22,236,531 across 18 Utilities - Regulated Electric names. EIX ranks #6 (7.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
44,927 | $3,943,242 | |
| 2 | PEG |
Public Service Enterprise Group Inc
|
31,602 | $2,564,818 | |
| 3 | SO |
Southern Co
|
23,627 | $2,261,340 | |
| 4 | DUK |
Duke Energy CORP
|
16,879 | $2,136,543 | |
| 5 | AEP |
American Electric Power Co Inc
|
14,599 | $1,997,289 | |
| 6 | EIX |
Edison International
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|
22,416 | $1,668,871 | |
| 7 | EXC |
Exelon Corp
|
30,649 | $1,428,856 | |
| 8 | XEL |
Xcel Energy Inc
|
14,290 | $1,147,487 |
All Filings in EIX
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,668,871 | 22,416 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $637,251 | 8,708 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $510,530 | 8,506 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $346,660 | 6,271 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $318,991 | 6,182 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $370,783 | 6,293 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $682,632 | 8,550 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $745,054 | 8,555 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $619,361 | 8,625 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $660,971 | 9,345 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $607,093 | 8,492 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $391,258 | 6,182 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $426,631 | 6,143 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $429,963 | 6,091 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $383,755 | 6,032 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $452,074 | 7,990 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $505,224 | 7,989 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $298,415 | 4,257 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $299,822 | 4,393 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $241,571 | 4,355 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $251,806 | 4,355 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $339,059 | 5,786 | Shares | Sole | 2021-05-10 | |
| No filing history on record for this holder in this stock. | ||||||