Position in EIX
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$10,199
+$1,196 QoQ
Shares Held
137
-8.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#970
of 1,069 holders
Holding Since
Dec 2020
21 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, 2026Concord Wealth Partners holds $12,381,281 across 16 Utilities - Regulated Electric names. EIX ranks #14 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
64,250 | $5,639,222 | |
| 2 | SO |
Southern Co
|
21,665 | $2,073,557 | |
| 3 | DUK |
Duke Energy CORP
|
14,542 | $1,840,726 | |
| 4 | D |
Dominion Energy, Inc
|
24,214 | $1,653,574 | |
| 5 | XEL |
Xcel Energy Inc
|
4,561 | $366,248 | |
| 6 | AEP |
American Electric Power Co Inc
|
1,884 | $257,750 | |
| 7 | NGG |
National Grid PLC
|
2,162 | $179,164 | |
| 8 | DTE |
Dte Energy Co
|
821 | $125,095 |
All Filings in EIX
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,199 | 137 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $9,003 | 150 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $8,292 | 150 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $7,740 | 150 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $7,895 | 134 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $21,796 | 273 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $32,832 | 377 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $7,181 | 100 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $51,703 | 731 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $24,306 | 340 | Shares | Sole | 2024-04-30 | |
| 2023-09-30 | $63,353 | 1,001 | Shares | Sole | 2024-04-30 | |
| 2023-06-30 | $71,255 | 1,026 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $69,460 | 984 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $69,727 | 1,096 | Shares | Sole | 2023-01-30 | |
| 2022-06-30 | $68,678 | 1,086 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $74,936 | 1,069 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $73,300 | 1,074 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $52,585 | 948 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $57,588 | 996 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $15,646 | 267 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $4,962 | 79 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||