Financial Gravity Asset Management, Inc.
Position in EIX — Edison International
CIK 1741736
Lakeway, TX
Position in EIX
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$14,636
+$12,702 QoQ
Shares Held
200
+471.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
7 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 Mar 31, 2026Financial Gravity Asset Management, Inc. holds $1,350,910 across 9 Utilities - Regulated Electric names. EIX ranks #8 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
5,970 | $554,493 | |
| 2 | XEL |
Xcel Energy Inc
|
4,652 | $369,554 | |
| 3 | PNW |
Pinnacle West Capital Corp
|
1,085 | $109,313 | |
| 4 | D |
Dominion Energy, Inc
|
1,757 | $108,617 | |
| 5 | SO |
Southern Co
|
1,087 | $104,917 | |
| 6 | ED |
Consolidated Edison Inc
|
600 | $67,908 | |
| 7 | DUK |
Duke Energy CORP
|
134 | $17,545 | |
| 8 | EIX |
Edison International
This page
|
200 | $14,636 |
All Filings in EIX
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $14,636 | 200 | Shares | Sole | 2026-05-08 | |
| 2025-09-30 | $1,934 | 35 | Shares | Sole | 2025-11-14 | |
| 2025-03-31 | $11,784 | 200 | Shares | Sole | 2025-04-30 | |
| 2024-03-31 | $565 | 8 | Shares | Sole | 2024-05-13 | |
| 2023-06-30 | $567 | 69 | Shares | Sole | 2023-08-09 | |
| 2022-12-31 | $547 | 64 | Shares | Sole | 2023-02-15 | |
| 2020-03-31 | $383 | 7 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||