Position in EIX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$116,362
-$99,006 QoQ
Shares Held
1,563
-46.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#834
of 1,069 holders
Holding Since
Sep 2021
16 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, 2026Aberdeen Wealth Management LLC holds $1,519,307 across 13 Utilities - Regulated Electric names. EIX ranks #3 (7.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
4,563 | $624,261 | |
| 2 | SO |
Southern Co
|
4,155 | $397,673 | |
| 3 | EIX |
Edison International
This page
|
1,563 | $116,362 | |
| 4 | DUK |
Duke Energy CORP
|
725 | $91,770 | |
| 5 | XEL |
Xcel Energy Inc
|
800 | $64,240 | |
| 6 | EXC |
Exelon Corp
|
1,089 | $50,767 | |
| 7 | NEE |
Nextera Energy Inc
|
400 | $35,108 | |
| 8 | AEE |
Ameren Corp
|
309 | $34,929 |
All Filings in EIX
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $116,362 | 1,563 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $215,368 | 2,943 | Shares | Sole | 2026-05-15 | |
| 2024-12-31 | $251,336 | 3,148 | Shares | Sole | 2025-02-21 | |
| 2024-09-30 | $323,452 | 3,714 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $266,415 | 3,710 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $290,417 | 4,106 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $293,180 | 4,101 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $259,235 | 4,096 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $284,189 | 4,092 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $288,571 | 4,088 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $259,824 | 4,084 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $230,846 | 4,080 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $257,766 | 4,076 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $285,447 | 4,072 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $266,379 | 3,903 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $213,670 | 3,852 | Shares | Sole | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||