Position in EIX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$392,202
-$85,809 QoQ
Shares Held
5,268
-19.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#676
of 1,069 holders
Holding Since
Mar 2020
21 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, 2026Financial Advisors Network, Inc. holds $6,039,454 across 11 Utilities - Regulated Electric names. EIX ranks #11 (6.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WEC |
Wec Energy Group, Inc.
|
6,043 | $705,641 | |
| 2 | DTE |
Dte Energy Co
|
4,505 | $686,426 | |
| 3 | ED |
Consolidated Edison Inc
|
6,023 | $666,324 | |
| 4 | DUK |
Duke Energy CORP
|
4,758 | $602,267 | |
| 5 | LNT |
Alliant Energy Corp
|
7,157 | $546,007 | |
| 6 | AEP |
American Electric Power Co Inc
|
3,800 | $519,878 | |
| 7 | EXC |
Exelon Corp
|
10,830 | $504,894 | |
| 8 | XEL |
Xcel Energy Inc
|
6,267 | $503,240 |
All Filings in EIX
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $392,202 | 5,268 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $478,011 | 6,532 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $470,796 | 7,844 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $437,375 | 7,912 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $408,156 | 7,910 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $407,431 | 6,915 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $480,876 | 6,023 | Shares | Sole | 2025-02-14 | |
| 2023-12-31 | $385,545 | 5,393 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $341,196 | 5,391 | Shares | Sole | 2023-11-15 | |
| 2022-12-31 | $335,977 | 5,281 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $298,798 | 5,281 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $478,094 | 7,560 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $529,956 | 7,560 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $515,970 | 7,560 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $419,353 | 7,560 | Shares | Sole | 2021-12-27 | |
| 2021-06-30 | $437,119 | 7,560 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $457,080 | 7,800 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $489,996 | 7,800 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $396,552 | 7,800 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $423,618 | 7,800 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $418,979 | 7,647 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||