Cape Investment Advisory, Inc.

Position in EIX — Edison International

CIK 1944437 MCDONOUGH, GA

Position in EIX

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$180,912

+$10,636 QoQ

Shares Held

2,430

-14.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#820

of 1,069 holders

Holding Since

Mar 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Cape Investment Advisory, Inc. holds $6,370,298 across 23 Utilities - Regulated Electric names. EIX ranks #8 (2.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	25,514	$2,441,943
2	DUK	Duke Energy CORP	8,559	$1,083,397
3	NGG	National Grid PLC	8,296	$687,489
4	NEE	Nextera Energy Inc	4,691	$411,728
5	AEP	American Electric Power Co Inc	1,868	$255,560
6	WEC	Wec Energy Group, Inc.	1,914	$223,496
7	ETR	Entergy Corp /De/	1,687	$193,768
8	EIX	Edison International This page	2,430	$180,912

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$180,912	2,430	-14.3%	Shares	Defined	2026-07-23
2025-12-31	$170,276	2,837	+26.4%	Shares	Defined	2026-02-17
2025-09-30	$124,048	2,244	-15.3%	Shares	Sole	2025-12-29
2025-06-30	$136,636	2,648	+0.1%	Shares	Sole	2025-08-19
2025-03-31	$155,843	2,645	-3.2%	Shares	Sole	2025-05-16
2024-12-31	$218,122	2,732	-33.5%	Shares	Sole	2025-02-05
2024-09-30	$357,765	4,108	+0.1%	Shares	Sole	2024-11-14
2024-06-30	$294,636	4,103	-9.7%	Shares	Sole	2024-08-15
2024-03-31	$321,538	4,546	+2.9%	Shares	Sole	2024-06-21
2023-12-31	$315,985	4,420	+13.8%	Shares	Sole	2024-02-12
2023-09-30	$245,881	3,885	+11.8%	Shares	Sole	2023-11-07
2023-06-30	$241,408	3,476	+4.0%	Shares	Sole	2023-10-12
2023-03-31	$235,982	3,343	—	Shares	Sole	2023-10-12
No filing history on record for this holder in this stock.