Position in EIX
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$706,753
-$429,439 QoQ
Shares Held
9,493
-38.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.70%
of 13F equity value
Holder Rank
#551
of 1,069 holders
Holding Since
Jun 2025
5 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, 2026waypoint wealth counsel holds $1,284,503 across 2 Utilities - Regulated Electric names. EIX ranks #1 (55.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EIX |
Edison International
This page
|
9,493 | $706,753 | |
| 2 | PCG |
PG&E Corp
|
34,349 | $577,750 |
All Filings in EIX
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $706,753 | 9,493 | Shares | Other | 2026-08-04 | |
| 2026-03-31 | $1,136,192 | 15,526 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $936,731 | 15,607 | Shares | Other | 2026-01-28 | |
| 2025-09-30 | $606,310 | 10,968 | Shares | Other | 2025-10-20 | |
| 2025-06-30 | $359,600 | 6,969 | Shares | Sole | 2025-07-25 | |
| No filing history on record for this holder in this stock. | ||||||