Position in EIX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,348,004
+$2,151,955 QoQ
Shares Held
31,538
+1077.2% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#338
of 1,069 holders
Holding Since
Mar 2020
26 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, 2026Larson Financial Group LLC holds $27,783,276 across 37 Utilities - Regulated Electric names. EIX ranks #5 (8.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XEL |
Xcel Energy Inc
|
67,467 | $5,417,600 | |
| 2 | DTE |
Dte Energy Co
|
22,158 | $3,376,214 | |
| 3 | FE |
Firstenergy Corp
|
67,228 | $3,196,019 | |
| 4 | AEP |
American Electric Power Co Inc
|
19,455 | $2,661,638 | |
| 5 | EIX |
Edison International
This page
|
31,538 | $2,348,004 | |
| 6 | NEE |
Nextera Energy Inc
|
23,051 | $2,023,186 | |
| 7 | SO |
Southern Co
|
19,041 | $1,822,414 | |
| 8 | DUK |
Duke Energy CORP
|
10,705 | $1,355,038 |
All Filings in EIX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,348,004 | 31,538 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $196,049 | 2,679 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $177,839 | 2,963 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $45,329 | 820 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $42,776 | 829 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $68,818 | 1,168 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $30,179 | 378 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $30,568 | 351 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $11,202 | 156 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $10,892 | 154 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $10,866 | 152 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $9,493 | 150 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $10,278 | 148 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $10,376 | 147 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $9,224 | 145 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $8,090 | 143 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $8,980 | 142 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $9,814 | 140 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $9,486 | 139 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $7,599 | 137 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $17,346 | 300 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $7,852 | 134 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $8,355 | 133 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $6,660 | 131 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $7,060 | 130 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $7,013 | 128 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||