AXXCESS WEALTH MANAGEMENT, LLC

Position in EIX — Edison International

CIK 1911056 CARLSBAD, CA

Position in EIX

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

Position Value

$552,791

+$334,162 QoQ

Shares Held

7,425

+75.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#603

of 1,069 holders

Holding Since

Mar 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

AXXCESS WEALTH MANAGEMENT, LLC holds $30,108,325 across 14 Utilities - Regulated Electric names. EIX ranks #10 (1.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	104,425	$9,165,382
2	AEP	American Electric Power Co Inc	46,134	$6,311,592
3	DUK	Duke Energy CORP	28,964	$3,666,263
4	CNP	Centerpoint Energy Inc	50,992	$2,245,687
5	D	Dominion Energy, Inc	28,802	$1,966,888
6	SO	Southern Co	16,985	$1,625,634
7	WEC	Wec Energy Group, Inc.	10,703	$1,249,789
8	DTE	Dte Energy Co	8,067	$1,229,168

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$552,791	7,425	+75.2%	Shares	Sole	2026-07-28
2025-06-30	$218,629	4,237	+0.8%	Shares	Sole	2025-07-28
2025-03-31	$247,640	4,203	-0.8%	Shares	Sole	2025-04-30
2024-12-31	$338,361	4,238	-9.7%	Shares	Sole	2025-02-10
2024-09-30	$408,539	4,691	-3.0%	Shares	Sole	2024-11-04
2024-06-30	$347,273	4,836	-0.8%	Shares	Sole	2024-08-09
2024-03-31	$344,738	4,874	-27.0%	Shares	Sole	2024-05-14
2023-12-31	$477,624	6,681	+3.4%	Shares	Sole	2024-02-06
2023-09-30	$408,916	6,461	+2.6%	Shares	Sole	2023-11-14
2023-06-30	$437,326	6,297	+8.1%	Shares	Sole	2023-08-08
2023-03-31	$411,186	5,825	+0.3%	Shares	Sole	2023-05-03
2022-12-31	$369,314	5,805	-5.8%	Shares	Sole	2023-02-16
2022-09-30	$348,589	6,161	-34.6%	Shares	Sole	2022-11-14
2022-06-30	$595,784	9,421	+150.3%	Shares	Sole	2022-08-11
2022-03-31	$263,856	3,764	—	Shares	Sole	2022-08-11
No filing history on record for this holder in this stock.