Position in EIX
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$896,899
+$15,959 QoQ
Shares Held
12,047
+0.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#496
of 1,069 holders
Holding Since
Sep 2020
24 quarters on record
Common Shares in EIX Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026KESTRA PRIVATE WEALTH SERVICES, LLC holds $75,359,532 across 22 Utilities - Regulated Electric names. EIX ranks #15 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
278,369 | $24,432,447 | |
| 2 | DUK |
Duke Energy CORP
|
77,585 | $9,820,709 | |
| 3 | AEP |
American Electric Power Co Inc
|
56,760 | $7,765,335 | |
| 4 | SO |
Southern Co
|
75,860 | $7,260,560 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
36,622 | $4,276,350 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
40,649 | $3,299,072 | |
| 7 | ETR |
Entergy Corp /De/
|
26,034 | $2,990,265 | |
| 8 | D |
Dominion Energy, Inc
|
40,172 | $2,743,345 |
All Filings in EIX
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $896,899 | 12,047 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $880,940 | 12,038 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $874,671 | 14,573 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $842,854 | 15,247 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $703,669 | 13,637 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $868,245 | 14,736 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $965,505 | 12,093 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $699,071 | 8,027 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $783,447 | 10,910 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $777,605 | 10,994 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $1,272,522 | 17,800 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $417,460 | 6,596 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $396,490 | 5,709 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $365,797 | 5,182 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $409,585 | 6,438 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $504,693 | 8,920 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $445,272 | 7,041 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $548,532 | 7,825 | Shares | Sole | 2022-07-21 | |
| 2021-12-31 | $731,367 | 10,716 | Shares | Sole | 2022-07-21 | |
| 2021-09-30 | $591,753 | 10,668 | Shares | Sole | 2022-07-26 | |
| 2021-06-30 | $604,855 | 10,461 | Shares | Sole | 2022-07-27 | |
| 2021-03-31 | $609,498 | 10,401 | Shares | Sole | 2022-07-27 | |
| 2020-12-31 | $628,011 | 9,997 | Shares | Sole | 2022-07-28 | |
| 2020-09-30 | $496,249 | 9,761 | Shares | Sole | 2022-07-28 | |
| No filing history on record for this holder in this stock. | ||||||