Patriot Financial Group Insurance Agency, LLC
InsurancePosition in EIX — Edison International
CIK 1694883
Westborough, MA
Position in EIX
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$885,433
-$617,684 QoQ
Shares Held
11,893
-42.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#502
of 1,069 holders
Holding Since
Mar 2020
24 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, 2026Patriot Financial Group Insurance Agency, LLC holds $10,684,989 across 11 Utilities - Regulated Electric names. EIX ranks #7 (8.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
22,429 | $1,968,593 | |
| 2 | AEP |
American Electric Power Co Inc
|
11,231 | $1,536,513 | |
| 3 | DUK |
Duke Energy CORP
|
10,020 | $1,268,331 | |
| 4 | ETR |
Entergy Corp /De/
|
10,146 | $1,165,369 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
9,188 | $1,072,882 | |
| 6 | SO |
Southern Co
|
9,943 | $951,644 | |
| 7 | EIX |
Edison International
This page
|
11,893 | $885,433 | |
| 8 | D |
Dominion Energy, Inc
|
12,543 | $856,561 |
All Filings in EIX
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $885,433 | 11,893 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $1,503,117 | 20,540 | Shares | Sole | 2026-04-22 | |
| 2025-09-30 | $567,006 | 10,257 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $514,864 | 9,978 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $551,432 | 9,359 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $909,297 | 11,389 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $928,814 | 10,665 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $702,158 | 9,778 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $685,090 | 9,686 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $664,142 | 9,290 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $587,078 | 9,276 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $589,213 | 8,484 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $601,003 | 8,514 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $477,595 | 7,507 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $388,930 | 6,874 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $407,012 | 6,436 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $359,683 | 5,131 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $289,994 | 4,249 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $219,994 | 3,966 | Shares | Sole | 2021-11-24 | |
| 2021-06-30 | $144,607 | 2,501 | Shares | Sole | 2021-07-30 | |
| 2020-12-31 | $6,282 | 100 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $5,084 | 100 | Shares | Sole | 2020-10-21 | |
| 2020-06-30 | $5,431 | 100 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $5,479 | 100 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||