Position in EIX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$321,772
+$11,270 QoQ
Shares Held
4,322
+1.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#722
of 1,069 holders
Holding Since
Jun 2021
20 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, 2026Independent Advisor Alliance holds $69,225,545 across 24 Utilities - Regulated Electric names. EIX ranks #21 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
123,435 | $15,624,401 | |
| 2 | SO |
Southern Co
|
137,163 | $13,127,869 | |
| 3 | NEE |
Nextera Energy Inc
|
89,439 | $7,850,061 | |
| 4 | AEP |
American Electric Power Co Inc
|
48,671 | $6,658,679 | |
| 5 | D |
Dominion Energy, Inc
|
62,268 | $4,252,281 | |
| 6 | ETR |
Entergy Corp /De/
|
35,069 | $4,028,024 | |
| 7 | ED |
Consolidated Edison Inc
|
34,156 | $3,778,677 | |
| 8 | WEC |
Wec Energy Group, Inc.
|
26,077 | $3,045,010 |
All Filings in EIX
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $321,772 | 4,322 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $310,502 | 4,243 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $245,541 | 4,091 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $239,472 | 4,332 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $222,757 | 4,317 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $316,753 | 5,376 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $527,262 | 6,604 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $434,143 | 4,985 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $332,911 | 4,636 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $354,428 | 5,011 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $323,849 | 4,530 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $297,463 | 4,700 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $308,774 | 4,446 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $301,913 | 4,277 | Shares | Sole | 2023-05-12 | |
| 2022-09-30 | $276,563 | 4,888 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $303,615 | 4,801 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $351,130 | 5,009 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $321,252 | 4,707 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $256,715 | 4,628 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $250,071 | 4,325 | Shares | Sole | 2021-08-12 | |
| No filing history on record for this holder in this stock. | ||||||