CreativeOne Wealth, LLC

Position in EIX — Edison International

CIK 1739728 OVERLAND PARK, KS

Position in EIX

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$1,428,322

-$227,228 QoQ

Shares Held

19,185

-15.2% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#424

of 1,068 holders

Holding Since

Dec 2020

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

CreativeOne Wealth, LLC holds $16,103,661 across 16 Utilities - Regulated Electric names. EIX ranks #5 (8.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	37,932	$3,329,290
2	EVRG	Evergy, Inc.	24,818	$2,145,019
3	SO	Southern Co	18,749	$1,794,466
4	DUK	Duke Energy CORP	12,484	$1,580,224
5	EIX	Edison International This page	19,185	$1,428,322
6	AEP	American Electric Power Co Inc	9,801	$1,340,874
7	AEE	Ameren Corp	5,983	$676,318
8	ED	Consolidated Edison Inc	5,839	$645,968

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,428,322	19,185	-15.2%	Shares	Other	2026-08-13
2026-03-31	$1,655,550	22,623	+170.9%	Shares	Other	2026-05-15
2025-12-31	$501,166	8,350	+22.1%	Shares	Other	2026-02-13
2025-09-30	$377,894	6,836	-4.1%	Shares	Other	2025-11-13
2025-06-30	$367,701	7,126	+23.8%	Shares	Other	2025-08-12
2025-03-31	$339,143	5,756	+35.5%	Shares	Sole	2025-05-14
2024-12-31	$339,160	4,248	-6.2%	Shares	Sole	2025-02-13
2024-09-30	$394,342	4,528	+39.5%	Shares	Other	2024-11-13
2024-03-31	$229,589	3,246	-38.1%	Shares	Sole	2024-05-14
2021-03-31	$307,415	5,246	+2.6%	Shares	Sole	2021-05-17
2020-12-31	$321,261	5,114	—	Shares	Sole	2021-02-12
No filing history on record for this holder in this stock.