Foundations Investment Advisors, LLC
EndowmentPosition in EIX — Edison International
CIK 1743404
PHOENIX, AZ
Position in EIX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$537,231
-$7,886 QoQ
Shares Held
7,216
-3.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#612
of 1,069 holders
Holding Since
Dec 2021
19 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, 2026Foundations Investment Advisors, LLC holds $77,778,223 across 23 Utilities - Regulated Electric names. EIX ranks #16 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
347,316 | $33,241,613 | |
| 2 | PEG |
Public Service Enterprise Group Inc
|
261,886 | $21,254,667 | |
| 3 | DUK |
Duke Energy CORP
|
28,782 | $3,643,225 | |
| 4 | NEE |
Nextera Energy Inc
|
39,939 | $3,505,446 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
28,472 | $3,324,675 | |
| 6 | XEL |
Xcel Energy Inc
|
24,024 | $1,929,127 | |
| 7 | ED |
Consolidated Edison Inc
|
16,040 | $1,774,505 | |
| 8 | AEP |
American Electric Power Co Inc
|
10,312 | $1,410,784 |
All Filings in EIX
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $537,231 | 7,216 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $545,117 | 7,449 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $578,952 | 9,646 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $562,087 | 10,168 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $377,866 | 7,323 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $414,443 | 7,034 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $606,704 | 7,599 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $831,796 | 9,551 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $621,802 | 8,659 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $580,764 | 8,211 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $672,148 | 9,402 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $624,039 | 9,860 | Shares | Sole | 2023-10-05 | |
| 2023-06-30 | $951,673 | 13,703 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $1,096,474 | 15,533 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $879,355 | 13,822 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $524,496 | 9,270 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $557,334 | 8,813 | Shares | Sole | 2022-07-08 | |
| 2022-03-31 | $497,219 | 7,093 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $237,305 | 3,477 | Shares | Sole | 2022-01-21 | |
| No filing history on record for this holder in this stock. | ||||||