Position in EIX
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$1,252,546
+$270,251 QoQ
Shares Held
16,824
+25.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
2.41%
of 13F equity value
Holder Rank
#446
of 1,069 holders
Holding Since
Dec 2020
23 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, 2026KWB Wealth holds $1,576,922 across 2 Utilities - Regulated Electric names. EIX ranks #1 (79.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EIX |
Edison International
This page
|
16,824 | $1,252,546 | |
| 2 | AEP |
American Electric Power Co Inc
|
2,371 | $324,376 |
All Filings in EIX
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,252,546 | 16,824 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $982,295 | 13,423 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $779,599 | 12,989 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $712,559 | 12,890 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $696,187 | 13,492 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $869,128 | 14,751 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $1,160,314 | 14,533 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $1,295,986 | 14,881 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $1,096,107 | 15,264 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $1,079,622 | 15,264 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $1,102,804 | 15,426 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $1,096,056 | 17,318 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $1,202,735 | 17,318 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $1,366,269 | 19,355 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $1,234,291 | 19,401 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,097,708 | 19,401 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,256,009 | 19,861 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $1,392,186 | 19,860 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,355,445 | 19,860 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $1,106,238 | 19,943 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,156,689 | 20,005 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,200,421 | 20,485 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $1,437,886 | 22,889 | Shares | Sole | 2021-02-10 | |
| No filing history on record for this holder in this stock. | ||||||