Position in EIX
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$274,348
-$1,321 QoQ
Shares Held
3,685
-2.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#755
of 1,069 holders
Holding Since
Jun 2021
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, 2026SeaCrest Wealth Management, LLC holds $6,171,794 across 10 Utilities - Regulated Electric names. EIX ranks #9 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IDA |
Idacorp Inc
|
9,598 | $1,452,177 | |
| 2 | SO |
Southern Co
|
10,461 | $1,001,222 | |
| 3 | AEP |
American Electric Power Co Inc
|
5,869 | $802,937 | |
| 4 | DUK |
Duke Energy CORP
|
4,690 | $593,660 | |
| 5 | NEE |
Nextera Energy Inc
|
6,563 | $576,034 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
5,622 | $456,281 | |
| 7 | D |
Dominion Energy, Inc
|
6,382 | $435,826 | |
| 8 | ED |
Consolidated Edison Inc
|
3,105 | $343,506 |
All Filings in EIX
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $274,348 | 3,685 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $275,669 | 3,767 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $227,715 | 3,794 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $265,786 | 4,808 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $207,586 | 4,023 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $228,550 | 3,879 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $273,132 | 3,421 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $292,448 | 3,358 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $244,010 | 3,398 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $261,488 | 3,697 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $427,009 | 5,973 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $512,902 | 8,104 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $561,989 | 8,092 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $572,908 | 8,116 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $512,204 | 8,051 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $449,980 | 7,953 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $486,252 | 7,689 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $528,764 | 7,543 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $466,079 | 6,829 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $290,940 | 5,245 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $302,687 | 5,235 | Shares | Sole | 2021-08-12 | |
| No filing history on record for this holder in this stock. | ||||||