AE Wealth Management LLC

Position in EIX — Edison International

CIK 1697723 TOPEKA, KS

Position in EIX

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$28,995,491

+$3,470,918 QoQ

Shares Held

389,463

+11.7% QoQ

Ownership

0.101%

of shares outstanding

% of Portfolio

0.26%

of 13F equity value

Holder Rank

#94

of 1,069 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

AE Wealth Management LLC holds $414,672,322 across 27 Utilities - Regulated Electric names. EIX ranks #5 (7.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AEP	American Electric Power Co Inc	371,977	$50,890,137
2	D	Dominion Energy, Inc	472,104	$32,239,945
3	ES	Eversource Energy	443,297	$32,037,042
4	CMS	Cms Energy Corp	400,653	$30,649,933
5	EIX	Edison International This page	389,463	$28,995,491
6	EXC	Exelon Corp	581,581	$27,113,268
7	WEC	Wec Energy Group, Inc.	230,106	$26,869,439
8	LNT	Alliant Energy Corp	340,356	$25,965,730

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$28,995,491	389,463	+11.7%	Shares	Other	2026-08-03
2026-03-31	$25,524,573	348,792	-26.3%	Shares	Other	2026-05-13
2025-12-31	$28,386,674	472,954	-10.2%	Shares	Other	2026-01-26
2025-09-30	$29,104,672	526,496	+9.1%	Shares	Other	2025-11-03
2025-06-30	$24,900,599	482,570	+113.0%	Shares	Other	2025-08-06
2025-03-31	$13,346,716	226,523	+25.4%	Shares	Other	2025-05-06
2024-12-31	$14,418,848	180,597	+5.7%	Shares	Other	2025-02-13
2024-09-30	$14,881,057	170,870	-5.1%	Shares	Other	2024-11-14
2024-06-30	$12,923,709	179,971	-0.9%	Shares	Other	2024-08-12
2024-03-31	$12,845,975	181,620	-11.6%	Shares	Other	2024-05-15
2023-12-31	$14,686,476	205,434	-13.5%	Shares	Sole	2024-02-14
2023-09-30	$15,033,716	237,537	-5.3%	Shares	Sole	2023-10-11
2023-06-30	$17,423,754	250,882	-0.2%	Shares	Sole	2023-07-10
2023-03-31	$17,748,867	251,436	+18.0%	Shares	Sole	2023-04-14
2022-12-31	$13,560,730	213,152	+32.7%	Shares	Sole	2023-01-31
2022-09-30	$9,090,312	160,663	+29.8%	Shares	Sole	2022-10-25
2022-06-30	$7,827,214	123,770	+52.9%	Shares	Sole	2022-08-03
2022-03-31	$5,674,454	80,948	+20.3%	Shares	Sole	2022-04-18
2021-12-31	$4,591,109	67,269	+10.5%	Shares	Sole	2022-01-20
2021-09-30	$3,378,178	60,901	+37.4%	Shares	Sole	2021-11-01
2021-06-30	$2,562,177	44,313	+84.1%	Shares	Sole	2021-07-21
2021-03-31	$1,410,443	24,069	-58.9%	Shares	Sole	2021-04-27
2020-12-31	$3,680,435	58,587	+39.3%	Shares	Sole	2021-02-01
2020-09-30	$2,138,737	42,068	+36.3%	Shares	Sole	2020-11-06
2020-06-30	$1,676,223	30,864	-11.6%	Shares	Sole	2020-08-05
2020-03-31	$1,912,390	34,904	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.