FIDELIS CAPITAL PARTNERS, LLC

Position in EIX — Edison International

CIK 1962755 TAMPA, FL

Position in EIX

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$204,365

-$4,563 QoQ

Shares Held

2,745

-3.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#808

of 1,069 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 98% Shared 0% None 2%

Utilities · as of Jun 30, 2026

FIDELIS CAPITAL PARTNERS, LLC holds $9,913,210 across 15 Utilities - Regulated Electric names. EIX ranks #14 (2.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	23,953	$2,102,354
2	SO	Southern Co	20,203	$1,933,629
3	DUK	Duke Energy CORP	9,078	$1,149,093
4	XEL	Xcel Energy Inc	8,793	$706,077
5	D	Dominion Energy, Inc	10,328	$705,299
6	ETR	Entergy Corp /De/	5,248	$602,785
7	EXC	Exelon Corp	11,869	$553,332
8	WEC	Wec Energy Group, Inc.	2,949	$344,354

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$204,365	2,745	-3.9%	Shares	Sole	2026-08-13
2026-03-31	$208,928	2,855	-75.6%	Shares	Sole	2026-05-06
2025-12-31	$700,913	11,678	-20.5%	Shares	Sole	2026-02-09
2025-09-30	$811,620	14,682	-1.3%	Shares	Sole	2025-11-03
2025-06-30	$767,240	14,869	-0.2%	Shares	Sole	2025-08-07
2025-03-31	$878,025	14,902	+5.2%	Shares	Sole	2025-05-01
2024-12-31	$1,130,454	14,159	+4.9%	Shares	Sole	2025-02-06
2024-09-30	$1,176,063	13,504	+5.8%	Shares	Sole	2024-10-25
2024-06-30	$916,151	12,758	+19.5%	Shares	Sole	2024-08-13
2024-03-31	$754,972	10,674	+29.5%	Shares	Sole	2024-05-06
2023-12-31	$589,435	8,245	+11.2%	Shares	Sole	2024-01-31
2023-09-30	$469,358	7,416	+57.3%	Shares	Sole	2023-11-08
2023-06-30	$327,456	4,715	+23.3%	Shares	Sole	2023-08-10
2023-03-31	$269,936	3,824	—	Shares	Sole	2023-05-09
No filing history on record for this holder in this stock.