Position in EIX
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$5,347,520
-$16,208 QoQ
Shares Held
71,827
-2.0% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
3.00%
of 13F equity value
Holder Rank
#239
of 1,065 holders
Holding Since
Dec 2021
19 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, 2026Carson Advisory Inc. holds $23,078,400 across 7 Utilities - Regulated Electric names. EIX ranks #2 (23.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
70,389 | $6,736,931 | |
| 2 | EIX |
Edison International
This page
|
71,827 | $5,347,520 | |
| 3 | D |
Dominion Energy, Inc
|
74,040 | $5,056,191 | |
| 4 | DUK |
Duke Energy CORP
|
30,595 | $3,872,715 | |
| 5 | NEE |
Nextera Energy Inc
|
12,351 | $1,084,047 | |
| 6 | PCG |
PG&E Corp
|
40,006 | $672,900 | |
| 7 | AEP |
American Electric Power Co Inc
|
2,252 | $308,096 |
All Filings in EIX
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,347,520 | 71,827 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $5,363,728 | 73,295 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $4,449,702 | 74,137 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $4,183,535 | 75,679 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $3,401,472 | 65,920 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $3,675,429 | 62,380 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $4,169,883 | 52,228 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $4,646,425 | 53,352 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $3,840,111 | 53,476 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $3,863,626 | 54,625 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $3,894,274 | 54,473 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $3,525,506 | 55,704 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $3,920,660 | 56,453 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $3,984,946 | 56,452 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $3,712,290 | 58,351 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $3,285,940 | 58,076 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $3,704,346 | 58,576 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $4,146,485 | 59,151 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $3,760,643 | 55,101 | Shares | Sole | 2022-02-08 | |
| No filing history on record for this holder in this stock. | ||||||