Position in EIX
as of Mar 31, 2026
· filed Apr 7, 2026
Position Value
$4,012,825
+$1,709,818 QoQ
Shares Held
54,835
+107.4% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
6 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 Mar 31, 2026U.S. Capital Wealth Advisors, LLC holds $46,617,173 across 13 Utilities - Regulated Electric names. EIX ranks #4 (8.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
114,859 | $15,055,717 | |
| 2 | ES |
Eversource Energy
|
179,207 | $12,415,460 | |
| 3 | NEE |
Nextera Energy Inc
|
81,521 | $7,571,670 | |
| 4 | EIX |
Edison International
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|
54,835 | $4,012,825 | |
| 5 | SO |
Southern Co
|
39,541 | $3,816,497 | |
| 6 | DUK |
Duke Energy CORP
|
8,300 | $1,086,802 | |
| 7 | D |
Dominion Energy, Inc
|
10,744 | $664,194 | |
| 8 | XEL |
Xcel Energy Inc
|
6,282 | $499,042 |
All Filings in EIX
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,012,825 | 54,835 | Shares | Sole | 2026-04-07 | |
| 2024-09-30 | $2,303,007 | 26,444 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $1,927,883 | 26,847 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $1,934,041 | 27,344 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,945,385 | 27,212 | Shares | Sole | 2024-02-06 | |
| 2022-12-31 | $2,353 | 37 | Shares | Sole | 2023-02-03 | |
| No filing history on record for this holder in this stock. | ||||||