Position in EIX
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$745,616
+$61,896 QoQ
Shares Held
10,015
+7.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.67%
of 13F equity value
Holder Rank
#537
of 1,069 holders
Holding Since
Mar 2022
18 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, 2026Centennial Wealth Advisory LLC holds $9,904,597 across 12 Utilities - Regulated Electric names. EIX ranks #9 (7.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DTE |
Dte Energy Co
|
7,203 | $1,097,521 | |
| 2 | CMS |
Cms Energy Corp
|
13,320 | $1,018,980 | |
| 3 | AEP |
American Electric Power Co Inc
|
7,151 | $978,328 | |
| 4 | D |
Dominion Energy, Inc
|
12,154 | $829,996 | |
| 5 | ES |
Eversource Energy
|
11,274 | $814,771 | |
| 6 | EXC |
Exelon Corp
|
17,189 | $801,351 | |
| 7 | LNT |
Alliant Energy Corp
|
10,097 | $770,300 | |
| 8 | OGE |
Oge Energy Corp.
|
15,558 | $757,052 |
All Filings in EIX
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $745,616 | 10,015 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $683,720 | 9,343 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $868,849 | 14,476 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $783,649 | 14,176 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $673,225 | 13,047 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $467,706 | 7,938 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $474,489 | 5,943 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $468,370 | 5,378 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $373,842 | 5,206 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $363,198 | 5,135 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $383,114 | 5,359 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $320,817 | 5,069 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $359,612 | 5,178 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $364,950 | 5,170 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $314,473 | 4,943 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $242,615 | 4,288 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $264,659 | 4,185 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $219,693 | 3,134 | Shares | Sole | 2022-04-18 | |
| No filing history on record for this holder in this stock. | ||||||