Position in EIX
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$411,485
+$54,806 QoQ
Shares Held
5,527
+13.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#670
of 1,069 holders
Holding Since
Mar 2022
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EIX Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Aaron Wealth Advisors LLC holds $18,292,632 across 24 Utilities - Regulated Electric names. EIX ranks #21 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ED |
Consolidated Edison Inc
|
19,617 | $2,170,228 | |
| 2 | DUK |
Duke Energy CORP
|
12,793 | $1,619,337 | |
| 3 | SO |
Southern Co
|
16,175 | $1,548,109 | |
| 4 | NEE |
Nextera Energy Inc
|
15,160 | $1,330,593 | |
| 5 | ES |
Eversource Energy
|
15,066 | $1,088,819 | |
| 6 | NGG |
National Grid PLC
|
12,914 | $1,070,183 | |
| 7 | EXC |
Exelon Corp
|
20,707 | $965,360 | |
| 8 | AEP |
American Electric Power Co Inc
|
6,729 | $920,594 |
All Filings in EIX
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $411,485 | 5,527 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $356,679 | 4,874 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $289,116 | 4,817 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $250,915 | 4,539 | Shares | Sole | 2025-10-03 | |
| 2024-12-31 | $269,779 | 3,379 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $295,670 | 3,395 | Shares | Sole | 2024-10-17 | |
| 2022-03-31 | $6,732,193 | 96,037 | Shares | Sole | 2022-05-10 | |
| No filing history on record for this holder in this stock. | ||||||