Avantra Family Wealth, Inc.

Position in EIX — Edison International

CIK 1774744 MECHANICSBURG, PA

Position in EIX

as of Mar 31, 2026 · filed Apr 22, 2026 Compact

Position Value

$252,251

+$1,428 QoQ

Shares Held

3,447

-17.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.26%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Avantra Family Wealth, Inc. holds $2,988,027 across 5 Utilities - Regulated Electric names.

#	Ticker	Company	Shares	Value (USD)
1	DTE	Dte Energy Co	4,470	$681,093
2	D	Dominion Energy, Inc	9,578	$654,081
3	NEE	Nextera Energy Inc	7,176	$629,837
4	EVRG	Evergy, Inc.	7,094	$613,134
5	AEP	American Electric Power Co Inc	2,996	$409,882

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$252,251	3,447	-17.5%	Shares	Sole	2026-04-22
2025-12-31	$250,823	4,179	+1.9%	Shares	Sole	2026-01-21
2025-09-30	$226,813	4,103	—	Shares	Sole	2025-10-28
No filing history on record for this holder in this stock.