Position in EIX
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$303,011
+$1,510 QoQ
Shares Held
4,070
-1.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#732
of 1,069 holders
Holding Since
Sep 2021
19 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, 2026Cypress Wealth Services, LLC holds $2,163,742 across 6 Utilities - Regulated Electric names. EIX ranks #4 (14.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
5,209 | $659,355 | |
| 2 | ETR |
Entergy Corp /De/
|
3,339 | $383,517 | |
| 3 | WEC |
Wec Energy Group, Inc.
|
3,125 | $364,906 | |
| 4 | EIX |
Edison International
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|
4,070 | $303,011 | |
| 5 | ES |
Eversource Energy
|
3,250 | $234,877 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
2,687 | $218,076 |
All Filings in EIX
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $303,011 | 4,070 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $301,501 | 4,120 | Shares | Sole | 2026-04-15 | |
| 2025-09-30 | $235,658 | 4,263 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $211,353 | 4,096 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $246,874 | 4,190 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $349,459 | 4,377 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $613,897 | 7,049 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $498,864 | 6,947 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $499,778 | 7,066 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $578,783 | 8,096 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $519,231 | 8,204 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $570,740 | 8,218 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $560,837 | 7,945 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $436,751 | 6,865 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $387,176 | 6,843 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $423,960 | 6,704 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $356,037 | 5,079 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $276,139 | 4,046 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $214,835 | 3,873 | Shares | Sole | 2021-10-13 | |
| No filing history on record for this holder in this stock. | ||||||