Position in EIX
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$659,105
+$4,510 QoQ
Shares Held
8,853
-1.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#565
of 1,065 holders
Holding Since
Sep 2021
19 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, 2026Intrua Financial, LLC holds $9,051,855 across 18 Utilities - Regulated Electric names. EIX ranks #4 (7.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WEC |
Wec Energy Group, Inc.
|
8,518 | $994,646 | |
| 2 | ES |
Eversource Energy
|
11,982 | $865,939 | |
| 3 | NEE |
Nextera Energy Inc
|
9,668 | $848,560 | |
| 4 | EIX |
Edison International
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|
8,853 | $659,105 | |
| 5 | EVRG |
Evergy, Inc.
|
7,193 | $621,690 | |
| 6 | DUK |
Duke Energy CORP
|
4,589 | $580,875 | |
| 7 | SO |
Southern Co
|
5,633 | $539,134 | |
| 8 | AEP |
American Electric Power Co Inc
|
3,834 | $524,529 |
All Filings in EIX
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $659,105 | 8,853 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $654,595 | 8,945 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $538,259 | 8,968 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $472,588 | 8,549 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $366,876 | 7,110 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $280,930 | 4,768 | Shares | Sole | 2025-05-28 | |
| 2024-09-30 | $204,574 | 2,349 | Shares | Sole | 2025-05-28 | |
| 2024-06-30 | $535,199 | 7,453 | Shares | Sole | 2025-05-28 | |
| 2024-03-31 | $563,647 | 7,969 | Shares | Sole | 2025-05-28 | |
| 2023-12-31 | $556,549 | 7,785 | Shares | Sole | 2025-05-28 | |
| 2023-09-30 | $476,193 | 7,524 | Shares | Sole | 2025-05-28 | |
| 2023-06-30 | $572,754 | 8,247 | Shares | Sole | 2025-02-13 | |
| 2023-03-31 | $590,838 | 8,370 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $504,315 | 7,927 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $488,624 | 8,636 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $615,767 | 9,737 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $655,715 | 9,354 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $562,516 | 8,242 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $534,508 | 9,636 | Shares | Sole | 2021-10-28 | |
| No filing history on record for this holder in this stock. | ||||||