Position in EIX
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$925,041
-$142,801 QoQ
Shares Held
12,425
-14.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#489
of 1,069 holders
Holding Since
Sep 2024
6 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, 2026NWAM LLC holds $5,145,240 across 7 Utilities - Regulated Electric names. EIX ranks #3 (18.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
9,359 | $1,184,662 | |
| 2 | SO |
Southern Co
|
10,766 | $1,030,413 | |
| 3 | EIX |
Edison International
This page
|
12,425 | $925,041 | |
| 4 | NEE |
Nextera Energy Inc
|
9,914 | $870,151 | |
| 5 | D |
Dominion Energy, Inc
|
7,260 | $495,785 | |
| 6 | ES |
Eversource Energy
|
4,734 | $342,126 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
2,544 | $297,062 |
All Filings in EIX
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $925,041 | 12,425 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,067,842 | 14,592 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $875,691 | 14,590 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $310,010 | 5,608 | Shares | Sole | 2026-02-04 | |
| 2024-12-31 | $430,177 | 5,388 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $401,571 | 4,611 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||