Position in EIX
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$481,021
-$29,848 QoQ
Shares Held
6,461
-7.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#632
of 1,069 holders
Holding Since
Jun 2025
5 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, 2026SageView Advisory Group, LLC holds $8,340,129 across 14 Utilities - Regulated Electric names. EIX ranks #6 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | D |
Dominion Energy, Inc
|
30,425 | $2,077,723 | |
| 2 | NEE |
Nextera Energy Inc
|
14,853 | $1,303,647 | |
| 3 | DUK |
Duke Energy CORP
|
5,562 | $704,037 | |
| 4 | AEP |
American Electric Power Co Inc
|
4,388 | $600,322 | |
| 5 | EXC |
Exelon Corp
|
12,168 | $567,272 | |
| 6 | EIX |
Edison International
This page
|
6,461 | $481,021 | |
| 7 | XEL |
Xcel Energy Inc
|
5,852 | $469,915 | |
| 8 | SO |
Southern Co
|
4,814 | $460,747 |
All Filings in EIX
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $481,021 | 6,461 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $510,869 | 6,981 | Shares | Sole | 2026-08-10 | |
| 2025-12-31 | $438,686 | 7,309 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $361,310 | 6,536 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $248,505 | 4,816 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||