Position in EIX
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$268,690
+$52,883 QoQ
Shares Held
3,609
+22.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#764
of 1,069 holders
Holding Since
Dec 2021
11 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, 2026Oak Asset Management, LLC holds $1,292,000 across 2 Utilities - Regulated Electric names. EIX ranks #2 (20.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
11,659 | $1,023,310 | |
| 2 | EIX |
Edison International
This page
|
3,609 | $268,690 |
All Filings in EIX
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $268,690 | 3,609 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $215,807 | 2,949 | Shares | Sole | 2026-04-15 | |
| 2024-12-31 | $237,444 | 2,974 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $259,005 | 2,974 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $213,562 | 2,974 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $210,351 | 2,974 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $217,043 | 3,036 | Shares | Sole | 2024-01-23 | |
| 2023-06-30 | $212,586 | 3,061 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $216,075 | 3,061 | Shares | Sole | 2023-04-14 | |
| 2022-03-31 | $219,342 | 3,129 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $213,554 | 3,129 | Shares | Sole | 2022-02-04 | |
| No filing history on record for this holder in this stock. | ||||||