Sterling Group Wealth Management, LLC
Position in EIX — Edison International
CIK 1852307
PASADENA, CA
Position in EIX
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$574,977
+$47,130 QoQ
Shares Held
7,723
+7.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.09%
of 13F equity value
Holder Rank
#594
of 1,069 holders
Holding Since
Dec 2024
7 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, 2026Sterling Group Wealth Management, LLC holds $829,334 across 2 Utilities - Regulated Electric names. EIX ranks #1 (69.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EIX |
Edison International
This page
|
7,723 | $574,977 | |
| 2 | NEE |
Nextera Energy Inc
|
2,898 | $254,357 |
All Filings in EIX
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $574,977 | 7,723 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $527,847 | 7,213 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $421,520 | 7,023 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $382,537 | 6,920 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $351,447 | 6,811 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $395,647 | 6,715 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $484,788 | 6,072 | Shares | Sole | 2025-01-21 | |
| No filing history on record for this holder in this stock. | ||||||