Position in EIX
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$301,969
-$478,129 QoQ
Shares Held
4,056
-62.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#737
of 1,069 holders
Holding Since
Sep 2024
5 quarters on record
Common Shares in EIX Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Kestra Investment Management, LLC holds $2,294,523 across 6 Utilities - Regulated Electric names. EIX ranks #2 (13.2% of the industry book) .
All Filings in EIX
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $301,969 | 4,056 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $780,098 | 10,660 | Shares | Sole | 2026-05-11 | |
| 2025-06-30 | $596,857 | 11,567 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $681,527 | 11,567 | Shares | Sole | 2025-05-16 | |
| 2024-09-30 | $333,032 | 3,824 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||