Position in EIX
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$539,688
-$8,869 QoQ
Shares Held
7,249
-3.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#611
of 1,069 holders
Holding Since
Jun 2021
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, 2026Alliance Wealth Advisors, LLC holds $2,872,187 across 7 Utilities - Regulated Electric names. EIX ranks #2 (18.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PPL |
PPL Corp
|
25,428 | $924,307 | |
| 2 | EIX |
Edison International
This page
|
7,249 | $539,688 | |
| 3 | DUK |
Duke Energy CORP
|
2,791 | $353,284 | |
| 4 | D |
Dominion Energy, Inc
|
4,184 | $285,725 | |
| 5 | ETR |
Entergy Corp /De/
|
2,396 | $275,204 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
2,274 | $265,534 | |
| 7 | ES |
Eversource Energy
|
3,161 | $228,445 |
All Filings in EIX
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $539,688 | 7,249 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $548,557 | 7,496 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $463,654 | 7,725 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $421,565 | 7,626 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $365,328 | 7,080 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $226,842 | 3,850 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $299,240 | 3,748 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $495,977 | 5,695 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $412,763 | 5,748 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $426,148 | 6,025 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $433,729 | 6,067 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $405,499 | 6,407 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $444,966 | 6,407 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $466,952 | 6,615 | Shares | Sole | 2023-04-06 | |
| 2022-12-31 | $384,010 | 6,036 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $350,682 | 6,198 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $401,447 | 6,348 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $444,994 | 6,348 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $344,662 | 5,050 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $280,123 | 5,050 | Shares | Sole | 2022-01-18 | |
| 2021-06-30 | $228,157 | 3,946 | Shares | Sole | 2021-07-27 | |
| No filing history on record for this holder in this stock. | ||||||