Position in EIX
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$577,210
+$25,067 QoQ
Shares Held
7,753
+2.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#593
of 1,069 holders
Holding Since
Mar 2022
17 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, 2026Kingsview Wealth Management, LLC holds $47,580,571 across 21 Utilities - Regulated Electric names. EIX ranks #14 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
153,377 | $13,461,899 | |
| 2 | DUK |
Duke Energy CORP
|
74,137 | $9,384,261 | |
| 3 | WEC |
Wec Energy Group, Inc.
|
47,739 | $5,574,483 | |
| 4 | SO |
Southern Co
|
41,582 | $3,979,813 | |
| 5 | AEP |
American Electric Power Co Inc
|
24,755 | $3,386,731 | |
| 6 | D |
Dominion Energy, Inc
|
27,191 | $1,856,873 | |
| 7 | DTE |
Dte Energy Co
|
8,738 | $1,331,409 | |
| 8 | PPL |
PPL Corp
|
34,974 | $1,271,304 |
All Filings in EIX
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $577,210 | 7,753 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $552,143 | 7,545 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $405,195 | 6,751 | Shares | Sole | 2026-02-09 | |
| 2025-06-30 | $213,520 | 4,138 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $222,069 | 3,769 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $309,459 | 3,876 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $337,386 | 3,874 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $285,085 | 3,970 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $273,229 | 3,863 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $276,237 | 3,864 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $244,489 | 3,863 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $270,160 | 3,890 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $280,030 | 3,967 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $262,114 | 4,120 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $226,716 | 4,007 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $252,770 | 3,997 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $279,979 | 3,994 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||