HB Wealth Management, LLC

Position in EIX — Edison International

CIK 1911253 Atlanta, GA

Position in EIX

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$1,811,666

+$17,659 QoQ

Shares Held

24,334

-0.7% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#385

of 1,069 holders

Holding Since

Mar 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

HB Wealth Management, LLC holds $98,089,099 across 29 Utilities - Regulated Electric names. EIX ranks #14 (1.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	210,104	$20,109,053
2	NEE	Nextera Energy Inc	224,772	$19,728,238
3	DUK	Duke Energy CORP	88,049	$11,145,242
4	AEP	American Electric Power Co Inc	44,065	$6,028,532
5	D	Dominion Energy, Inc	73,917	$5,047,791
6	ETR	Entergy Corp /De/	27,615	$3,171,858
7	CMS	Cms Energy Corp	33,781	$2,584,246
8	ES	Eversource Energy	35,105	$2,537,038

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,811,666	24,334	-0.7%	Shares	Sole	2026-07-29
2026-03-31	$1,794,007	24,515	+41.3%	Shares	Sole	2026-04-27
2025-12-31	$1,041,407	17,351	+59.0%	Shares	Sole	2026-01-28
2025-09-30	$603,436	10,916	+141.8%	Shares	Sole	2025-10-23
2025-03-31	$265,964	4,514	-13.0%	Shares	Sole	2025-05-07
2024-12-31	$414,369	5,190	+9.3%	Shares	Sole	2025-01-15
2024-09-30	$413,416	4,747	+12.2%	Shares	Sole	2024-10-15
2024-06-30	$303,756	4,230	+12.5%	Shares	Sole	2024-07-26
2023-09-30	$237,970	3,760	+26.8%	Shares	Sole	2023-10-13
2023-06-30	$205,919	2,965	+1.5%	Shares	Sole	2023-07-13
2023-03-31	$206,122	2,920	—	Shares	Sole	2023-04-13
No filing history on record for this holder in this stock.