Position in EIX
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$63,356
+$38,036 QoQ
Shares Held
851
+146.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#861
of 1,069 holders
Holding Since
Mar 2021
22 quarters on record
Common Shares in EIX Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Spire Wealth Management holds $11,827,786 across 29 Utilities - Regulated Electric names. EIX ranks #15 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
35,740 | $3,136,899 | |
| 2 | SO |
Southern Co
|
18,393 | $1,760,394 | |
| 3 | D |
Dominion Energy, Inc
|
22,944 | $1,566,845 | |
| 4 | ED |
Consolidated Edison Inc
|
10,183 | $1,126,544 | |
| 5 | FE |
Firstenergy Corp
|
22,487 | $1,069,031 | |
| 6 | AEP |
American Electric Power Co Inc
|
4,423 | $605,110 | |
| 7 | XEL |
Xcel Energy Inc
|
6,010 | $482,603 | |
| 8 | DUK |
Duke Energy CORP
|
3,609 | $456,827 |
All Filings in EIX
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $63,356 | 851 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $25,320 | 346 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $15,065 | 251 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $15,699 | 284 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $14,293 | 277 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $41,597 | 706 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $62,275 | 780 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $59,482 | 683 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $49,189 | 685 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $167,771 | 2,372 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $154,632 | 2,163 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $134,870 | 2,131 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $186,195 | 2,681 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $170,474 | 2,415 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $91,740 | 1,442 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $74,742 | 1,321 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $82,528 | 1,305 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $86,713 | 1,237 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $179,565 | 2,631 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $71,667 | 1,292 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $125,585 | 2,172 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $127,220 | 2,171 | Shares | Sole | 2021-05-21 | |
| No filing history on record for this holder in this stock. | ||||||