Position in EIX
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$288,493
+$2,287 QoQ
Shares Held
3,875
-0.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#745
of 1,069 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 24%
Shared 0%
None 76%
Common Shares in EIX Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026180 WEALTH ADVISORS, LLC holds $1,908,867 across 7 Utilities - Regulated Electric names. EIX ranks #2 (15.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ED |
Consolidated Edison Inc
|
3,718 | $411,322 | |
| 2 | EIX |
Edison International
This page
|
3,875 | $288,493 | |
| 3 | NGG |
National Grid PLC
|
3,403 | $282,006 | |
| 4 | NEE |
Nextera Energy Inc
|
3,046 | $267,347 | |
| 5 | PEG |
Public Service Enterprise Group Inc
|
2,856 | $231,792 | |
| 6 | XEL |
Xcel Energy Inc
|
2,802 | $225,000 | |
| 7 | DUK |
Duke Energy CORP
|
1,603 | $202,907 |
All Filings in EIX
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $288,493 | 3,875 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $286,206 | 3,911 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $203,227 | 3,386 | Shares | Sole | 2026-01-09 | |
| No filing history on record for this holder in this stock. | ||||||