Position in EIX
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$611,383
+$12,991 QoQ
Shares Held
8,212
+0.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#582
of 1,069 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EIX Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Legacy Financial Advisors, Inc. holds $8,280,865 across 17 Utilities - Regulated Electric names. EIX ranks #4 (7.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
11,652 | $1,022,696 | |
| 2 | DUK |
Duke Energy CORP
|
7,567 | $957,830 | |
| 3 | XEL |
Xcel Energy Inc
|
10,827 | $869,408 | |
| 4 | EIX |
Edison International
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|
8,212 | $611,383 | |
| 5 | SO |
Southern Co
|
6,387 | $611,299 | |
| 6 | PCG |
PG&E Corp
|
34,536 | $580,895 | |
| 7 | AEP |
American Electric Power Co Inc
|
3,272 | $447,642 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
5,206 | $422,518 |
All Filings in EIX
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $611,383 | 8,212 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $598,392 | 8,177 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $386,228 | 6,435 | Shares | Sole | 2026-02-04 | |
| No filing history on record for this holder in this stock. | ||||||