Position in EIX
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$201,537
-$16,985 QoQ
Shares Held
2,754
+0.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
10 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in EIX Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026IHT Wealth Management, LLC holds $31,978,484 across 19 Utilities - Regulated Electric names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
56,722 | $4,978,489 | |
| 2 | SO |
Southern Co
|
51,288 | $4,908,773 | |
| 3 | D |
Dominion Energy, Inc
|
68,964 | $4,709,551 | |
| 4 | AEP |
American Electric Power Co Inc
|
24,955 | $3,414,093 | |
| 5 | DUK |
Duke Energy CORP
|
19,153 | $2,424,386 | |
| 6 | PNW |
Pinnacle West Capital Corp
|
13,016 | $1,392,712 | |
| 7 | ED |
Consolidated Edison Inc
|
12,358 | $1,367,164 | |
| 8 | AEE |
Ameren Corp
|
12,032 | $1,360,097 |
All Filings in EIX
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $201,537 | 2,754 | Shares | Sole | 2026-05-15 | |
| 2024-12-31 | $218,522 | 2,737 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $245,332 | 2,817 | Shares | Sole | 2024-11-14 | |
| 2023-12-31 | $238,133 | 3,331 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $219,742 | 3,472 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $226,337 | 3,259 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $247,065 | 3,500 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $210,900 | 3,315 | Shares | Sole | 2023-02-15 | |
| 2021-06-30 | $215,321 | 3,724 | Shares | Sole | 2021-08-16 | |
| 2020-12-31 | $201,275 | 3,204 | Shares | Sole | 2021-02-17 | |
| No filing history on record for this holder in this stock. | ||||||