Position in EIX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,191,944
+$556,157 QoQ
Shares Held
16,010
+84.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#452
of 1,069 holders
Holding Since
Jun 2020
21 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, 2026ELEVATION POINT WEALTH PARTNERS, LLC holds $52,295,013 across 17 Utilities - Regulated Electric names. EIX ranks #12 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
162,426 | $14,256,130 | |
| 2 | SO |
Southern Co
|
93,411 | $8,940,366 | |
| 3 | ETR |
Entergy Corp /De/
|
47,142 | $5,414,730 | |
| 4 | XEL |
Xcel Energy Inc
|
52,445 | $4,211,333 | |
| 5 | AEP |
American Electric Power Co Inc
|
26,893 | $3,679,231 | |
| 6 | DUK |
Duke Energy CORP
|
26,993 | $3,416,773 | |
| 7 | NGG |
National Grid PLC
|
24,642 | $2,042,082 | |
| 8 | CNP |
Centerpoint Energy Inc
|
37,382 | $1,646,303 |
All Filings in EIX
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,191,944 | 16,010 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $635,787 | 8,688 | Shares | Sole | 2026-04-27 | |
| 2025-09-30 | $437,983 | 7,923 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $368,630 | 7,144 | Shares | Sole | 2026-02-03 | |
| 2025-03-31 | $414,207 | 7,030 | Shares | Sole | 2026-02-03 | |
| 2024-12-31 | $564,309 | 7,068 | Shares | Sole | 2026-02-03 | |
| 2024-09-30 | $615,552 | 7,068 | Shares | Sole | 2026-02-03 | |
| 2024-06-30 | $730,523 | 10,173 | Shares | Sole | 2026-02-03 | |
| 2024-03-31 | $741,745 | 10,487 | Shares | Sole | 2026-02-03 | |
| 2023-12-31 | $722,049 | 10,100 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $633,532 | 10,010 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $695,194 | 10,010 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $706,605 | 10,010 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $636,836 | 10,010 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $566,365 | 10,010 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $633,032 | 10,010 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $841,901 | 12,010 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $819,682 | 12,010 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $666,194 | 12,010 | Shares | Sole | 2021-11-02 | |
| 2020-09-30 | $213,883 | 4,207 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $213,166 | 3,925 | Shares | Sole | 2020-07-09 | |
| No filing history on record for this holder in this stock. | ||||||