Position in EIX
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$330,558
+$5,639 QoQ
Shares Held
4,440
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#717
of 1,069 holders
Holding Since
Sep 2025
4 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, 2026Planned Solutions, Inc. holds $575,996 across 2 Utilities - Regulated Electric names. EIX ranks #1 (57.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EIX |
Edison International
This page
|
4,440 | $330,558 | |
| 2 | DUK |
Duke Energy CORP
|
1,939 | $245,438 |
All Filings in EIX
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $330,558 | 4,440 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $324,919 | 4,440 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $266,488 | 4,440 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $245,443 | 4,440 | Shares | Sole | 2025-10-23 | |
| No filing history on record for this holder in this stock. | ||||||