Position in EIX
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$237,103
+$36,877 QoQ
Shares Held
3,240
-2.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
3 quarters on record
Voting authority
Sole 28%
Shared 0%
None 72%
Common Shares in EIX Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Falcon Wealth Planning holds $795,630 across 3 Utilities - Regulated Electric names.
All Filings in EIX
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $237,103 | 3,240 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $200,226 | 3,336 | Shares | Sole | 2026-02-03 | |
| 2024-09-30 | $206,751 | 2,374 | Shares | Sole | 2024-10-30 | |
| No filing history on record for this holder in this stock. | ||||||