Avion Wealth

Position in EIX — Edison International

CIK 1792704 THE WOODLANDS, TX

Position in EIX

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$8,561

+$8,556 QoQ

Shares Held

115

+47.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#977

of 1,069 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Avion Wealth holds $1,260,554 across 29 Utilities - Regulated Electric names. EIX ranks #20 (0.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ED	Consolidated Edison Inc	2,647	$292,837
2	NEE	Nextera Energy Inc	3,322	$291,571
3	ETR	Entergy Corp /De/	1,132	$130,021
4	SO	Southern Co	1,348	$129,017
5	CNP	Centerpoint Energy Inc	2,204	$97,064
6	NGG	National Grid PLC	736	$60,992
7	EVRG	Evergy, Inc.	485	$41,918
8	DUK	Duke Energy CORP	322	$40,758

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,561	115	+47.4%	Shares	Sole	2026-07-31
2026-03-31	$5	78	+9.9%	Shares	Sole	2026-05-01
2025-12-31	$4,261	71	+29.1%	Shares	Sole	2026-01-23
2025-09-30	$3,040	55	+17.0%	Shares	Sole	2025-10-24
2025-06-30	$2	47	+4.4%	Shares	Sole	2025-07-31
2025-03-31	$3	45	0.0%	Shares	Sole	2025-05-09
2024-12-31	$3	45	+55.2%	Shares	Sole	2025-01-29
2024-09-30	$2	29	-25.6%	Shares	Sole	2024-10-18
2024-06-30	$2	39	+56.0%	Shares	Sole	2024-07-26
2024-03-31	$2	25	+127.3%	Shares	Sole	2024-05-03
2023-12-31	$1	11	-60.7%	Shares	Sole	2024-01-26
2023-09-30	$507	28	+154.5%	Shares	Sole	2023-10-20
2023-06-30	$763	11	+10.0%	Shares	Sole	2023-07-14
2023-03-31	$705	10	—	Shares	Sole	2023-05-05
No filing history on record for this holder in this stock.