Position in EIX
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$316,263
+$4,444 QoQ
Shares Held
4,248
-0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#726
of 1,069 holders
Holding Since
Dec 2025
3 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, 2026Arista Wealth Management, LLC holds $4,403,454 across 4 Utilities - Regulated Electric names. EIX ranks #4 (7.2% of the industry book) .
All Filings in EIX
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $316,263 | 4,248 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $311,819 | 4,261 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $255,745 | 4,261 | Shares | Sole | 2026-02-09 | |
| No filing history on record for this holder in this stock. | ||||||