Position in EIX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$5,598,044
+$359,966 QoQ
Shares Held
75,192
+5.0% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#236
of 1,068 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, 2026Integrated Wealth Concepts LLC holds $85,525,291 across 41 Utilities - Regulated Electric names. EIX ranks #7 (6.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
76,958 | $10,528,623 | |
| 2 | SO |
Southern Co
|
99,526 | $9,524,116 | |
| 3 | NEE |
Nextera Energy Inc
|
83,111 | $7,294,652 | |
| 4 | DUK |
Duke Energy CORP
|
52,478 | $6,642,665 | |
| 5 | ED |
Consolidated Edison Inc
|
54,754 | $6,057,435 | |
| 6 | D |
Dominion Energy, Inc
|
83,212 | $5,682,547 | |
| 7 | EIX |
Edison International
This page
|
75,192 | $5,598,044 | |
| 8 | ES |
Eversource Energy
|
67,933 | $4,909,517 |
All Filings in EIX
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,598,044 | 75,192 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $5,238,078 | 71,578 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $2,288,202 | 38,124 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $1,582,500 | 28,627 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $1,407,286 | 27,273 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $757,593 | 12,858 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $1,592,967 | 19,952 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $1,584,950 | 18,199 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $1,351,536 | 18,821 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $1,393,946 | 19,708 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $1,409,639 | 19,718 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $1,555,351 | 24,575 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $1,748,125 | 25,171 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $1,398,599 | 19,813 | Shares | Other | 2023-05-03 | |
| 2022-12-31 | $538,479 | 8,464 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $509,559 | 9,006 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $637,712 | 10,084 | Shares | Other | 2022-08-08 | |
| 2022-03-31 | $697,705 | 9,953 | Shares | Other | 2022-05-12 | |
| 2021-12-31 | $699,699 | 10,252 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $579,162 | 10,441 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $607,167 | 10,501 | Shares | Other | 2021-08-13 | |
| 2021-03-31 | $684,741 | 11,685 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $750,070 | 11,940 | Shares | Other | 2021-02-12 | |
| 2020-09-30 | $585,320 | 11,513 | Shares | Other | 2020-11-13 | |
| 2020-06-30 | $265,141 | 4,882 | Shares | Other | 2020-07-30 | |
| 2020-03-31 | $253,348 | 4,624 | Shares | Other | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||