Position in EIX
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$2,147,882
+$15,783 QoQ
Shares Held
28,850
-1.0% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#355
of 1,069 holders
Holding Since
Mar 2020
26 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, 2026Sound Income Strategies, LLC holds $24,310,440 across 10 Utilities - Regulated Electric names. EIX ranks #2 (8.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ES |
Eversource Energy
|
254,130 | $18,365,975 | |
| 2 | EIX |
Edison International
This page
|
28,850 | $2,147,882 | |
| 3 | NEE |
Nextera Energy Inc
|
16,158 | $1,418,187 | |
| 4 | EVRG |
Evergy, Inc.
|
7,378 | $637,680 | |
| 5 | SO |
Southern Co
|
4,930 | $471,850 | |
| 6 | DUK |
Duke Energy CORP
|
2,720 | $344,297 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
2,220 | $259,229 | |
| 8 | D |
Dominion Energy, Inc
|
3,524 | $240,653 |
All Filings in EIX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,147,882 | 28,850 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $2,132,099 | 29,135 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,782,233 | 29,694 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,643,916 | 29,738 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $1,551,560 | 30,069 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,888,621 | 32,054 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $15,631,713 | 195,788 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $16,105,118 | 184,925 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $12,784,549 | 178,033 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $10,155,484 | 143,581 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $9,542,199 | 133,476 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $7,807,897 | 123,367 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $7,907,993 | 113,866 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $7,444,844 | 105,466 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $5,874,416 | 92,336 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $2,525,900 | 44,643 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $102,575 | 1,622 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $58,323 | 832 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $56,784 | 832 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $46,151 | 832 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $37,814 | 654 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $36,918 | 630 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $39,576 | 630 | Shares | Sole | 2021-01-11 | |
| 2020-09-30 | $32,029 | 630 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $34,215 | 630 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $34,517 | 630 | Shares | Sole | 2020-04-07 | |
| No filing history on record for this holder in this stock. | ||||||