Position in EIX
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,548,783
+$169,487 QoQ
Shares Held
20,803
+10.4% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#406
of 1,069 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EIX Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026TRANSCEND CAPITAL ADVISORS, LLC holds $17,366,465 across 18 Utilities - Regulated Electric names. EIX ranks #5 (8.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
29,930 | $2,626,956 | |
| 2 | PEG |
Public Service Enterprise Group Inc
|
29,601 | $2,402,417 | |
| 3 | SO |
Southern Co
|
18,246 | $1,746,324 | |
| 4 | PCG |
PG&E Corp
|
96,842 | $1,628,882 | |
| 5 | EIX |
Edison International
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|
20,803 | $1,548,783 | |
| 6 | AEP |
American Electric Power Co Inc
|
9,647 | $1,319,806 | |
| 7 | ES |
Eversource Energy
|
13,214 | $954,975 | |
| 8 | ED |
Consolidated Edison Inc
|
7,944 | $878,844 |
All Filings in EIX
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,548,783 | 20,803 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $1,379,296 | 18,848 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,090,083 | 18,162 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $573,419 | 10,373 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $251,446 | 4,873 | Shares | Sole | 2025-08-01 | |
| No filing history on record for this holder in this stock. | ||||||