Position in EIX
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$25,524,573
-$2,862,101 QoQ
Shares Held
348,792
-26.3% QoQ
Ownership
0.091%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in EIX Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026AE Wealth Management LLC holds $397,899,540 across 26 Utilities - Regulated Electric names. EIX ranks #4 (6.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
338,993 | $44,435,168 | |
| 2 | D |
Dominion Energy, Inc
|
522,867 | $32,323,605 | |
| 3 | ES |
Eversource Energy
|
380,321 | $26,348,611 | |
| 4 | EIX |
Edison International
This page
|
348,792 | $25,524,573 | |
| 5 | EXC |
Exelon Corp
|
501,219 | $24,569,720 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
203,445 | $23,552,796 | |
| 7 | FE |
Firstenergy Corp
|
463,287 | $23,470,093 | |
| 8 | CMS |
Cms Energy Corp
|
290,135 | $22,508,643 |
All Filings in EIX
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $25,524,573 | 348,792 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $28,386,674 | 472,954 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $29,104,672 | 526,496 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $24,900,599 | 482,570 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $13,346,716 | 226,523 | Shares | Other | 2025-05-06 | |
| 2024-12-31 | $14,418,848 | 180,597 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $14,881,057 | 170,870 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $12,923,709 | 179,971 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $12,845,975 | 181,620 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $14,686,476 | 205,434 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $15,033,716 | 237,537 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $17,423,754 | 250,882 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $17,748,867 | 251,436 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $13,560,730 | 213,152 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $9,090,312 | 160,663 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $7,827,214 | 123,770 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $5,674,454 | 80,948 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $4,591,109 | 67,269 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $3,378,178 | 60,901 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $2,562,177 | 44,313 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $1,410,443 | 24,069 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $3,680,435 | 58,587 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $2,138,737 | 42,068 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $1,676,223 | 30,864 | 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. | ||||||