CarsonAllaria Wealth Management, Ltd.

Position in EIX — Edison International

CIK 1900946 GLEN CARBON, IL

Position in EIX

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$200,419

-$10,339 QoQ

Shares Held

2,692

-6.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.96%

of 13F equity value

Holder Rank

#814

of 1,065 holders

Holding Since

Dec 2021

17 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

CarsonAllaria Wealth Management, Ltd. holds $932,642 across 4 Utilities - Regulated Electric names. EIX ranks #4 (21.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	1,968	$249,109
2	AEE	Ameren Corp	2,165	$244,731
3	NEE	Nextera Energy Inc	2,716	$238,383
4	EIX	Edison International This page	2,692	$200,419

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$200,419	2,692	-6.5%	Shares	Sole	2026-07-28
2026-03-31	$210,758	2,880	+5.8%	Shares	Sole	2026-04-30
2025-06-30	$140,403	2,721	-0.5%	Shares	Sole	2025-07-24
2025-03-31	$161,146	2,735	+11.5%	Shares	Sole	2025-04-28
2024-12-31	$195,927	2,454	-17.3%	Shares	Sole	2025-01-27
2024-09-30	$258,483	2,968	-6.3%	Shares	Sole	2024-10-21
2024-06-30	$227,494	3,168	-13.3%	Shares	Sole	2024-07-22
2024-03-31	$258,447	3,654	-15.1%	Shares	Sole	2024-05-07
2023-12-31	$307,621	4,303	-2.9%	Shares	Sole	2024-02-08
2023-09-30	$280,501	4,432	+3.9%	Shares	Sole	2023-11-09
2023-06-30	$296,343	4,267	-0.9%	Shares	Sole	2023-08-01
2023-03-31	$303,960	4,306	+0.5%	Shares	Sole	2023-04-26
2022-12-31	$272,484	4,283	+0.7%	Shares	Sole	2023-02-06
2022-09-30	$240,634	4,253	+0.4%	Shares	Sole	2022-11-09
2022-06-30	$267,947	4,237	+0.9%	Shares	Sole	2022-08-02
2022-03-31	$294,490	4,201	+2.2%	Shares	Sole	2022-05-05
2021-12-31	$280,644	4,112	—	Shares	Sole	2022-02-10
No filing history on record for this holder in this stock.