Position in EIX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$44,372
-$516,845 QoQ
Shares Held
596
-92.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#878
of 1,069 holders
Holding Since
Dec 2025
3 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, 2026Fi3 FINANCIAL ADVISORS, LLC holds $1,044,430 across 5 Utilities - Regulated Electric names. EIX ranks #5 (4.2% of the industry book) .
All Filings in EIX
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $44,372 | 596 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $561,217 | 7,669 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $405,375 | 6,754 | Shares | Sole | 2026-02-06 | |
| No filing history on record for this holder in this stock. | ||||||