Position in EIX
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$352,818
+$1,994 QoQ
Shares Held
4,739
-1.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#704
of 1,069 holders
Holding Since
Mar 2025
4 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, 2026Claro Advisors Inc. holds $6,409,172 across 8 Utilities - Regulated Electric names. EIX ranks #7 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
12,994 | $1,777,709 | |
| 2 | DUK |
Duke Energy CORP
|
12,181 | $1,541,870 | |
| 3 | SO |
Southern Co
|
9,987 | $955,855 | |
| 4 | ES |
Eversource Energy
|
10,661 | $770,470 | |
| 5 | NEE |
Nextera Energy Inc
|
4,855 | $426,123 | |
| 6 | XEL |
Xcel Energy Inc
|
4,581 | $367,854 | |
| 7 | EIX |
Edison International
This page
|
4,739 | $352,818 | |
| 8 | PCG |
PG&E Corp
|
12,870 | $216,473 |
All Filings in EIX
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $352,818 | 4,739 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $350,824 | 4,794 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $238,459 | 3,973 | Shares | Sole | 2026-02-17 | |
| 2025-03-31 | $284,524 | 4,829 | Shares | Sole | 2025-05-12 | |
| No filing history on record for this holder in this stock. | ||||||