Position in EIX
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$368,750
+$168,311 QoQ
Shares Held
4,953
+56.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#691
of 1,069 holders
Holding Since
Mar 2023
4 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, 2026Virtue Capital Management, LLC holds $2,202,603 across 6 Utilities - Regulated Electric names. EIX ranks #4 (16.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
4,304 | $588,830 | |
| 2 | SO |
Southern Co
|
4,148 | $397,005 | |
| 3 | DUK |
Duke Energy CORP
|
3,106 | $393,157 | |
| 4 | EIX |
Edison International
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|
4,953 | $368,750 | |
| 5 | PEG |
Public Service Enterprise Group Inc
|
2,855 | $231,711 | |
| 6 | CNP |
Centerpoint Energy Inc
|
5,067 | $223,150 |
All Filings in EIX
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $368,750 | 4,953 | Shares | Sole | 2026-08-05 | |
| 2023-09-30 | $200,439 | 3,167 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $219,948 | 3,167 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $223,417 | 3,165 | Shares | Sole | 2023-05-11 | |
| No filing history on record for this holder in this stock. | ||||||