CARY STREET PARTNERS INVESTMENT ADVISORY LLC
Position in EIX — Edison International
CIK 1766904
RICHMOND, VA
Position in EIX
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$67,001
+$2,386 QoQ
Shares Held
900
+1.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#859
of 1,069 holders
Holding Since
Dec 2022
8 quarters on record
Voting authority
Sole 87%
Shared 0%
None 13%
Common Shares in EIX Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026CARY STREET PARTNERS INVESTMENT ADVISORY LLC holds $4,056,583 across 18 Utilities - Regulated Electric names. EIX ranks #17 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
10,150 | $890,860 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
4,507 | $526,277 | |
| 3 | DUK |
Duke Energy CORP
|
3,523 | $445,935 | |
| 4 | PPL |
PPL Corp
|
10,603 | $385,413 | |
| 5 | SO |
Southern Co
|
3,536 | $338,425 | |
| 6 | AEP |
American Electric Power Co Inc
|
1,240 | $169,639 | |
| 7 | EVRG |
Evergy, Inc.
|
1,842 | $159,200 | |
| 8 | LNT |
Alliant Energy Corp
|
1,914 | $146,015 |
All Filings in EIX
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $67,001 | 900 | Shares | Other | 2026-07-17 | |
| 2026-03-31 | $64,615 | 883 | Shares | Other | 2026-04-29 | |
| 2024-12-31 | $17,483 | 219 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $259,788 | 2,983 | Shares | Other | 2024-10-30 | |
| 2023-09-30 | $122,529 | 1,936 | Shares | Other | 2023-11-13 | |
| 2023-06-30 | $132,927 | 1,914 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $138,356 | 1,960 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $188,315 | 2,960 | Shares | Defined | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||