Wealth Preservation Advisors, LLC
Position in EIX — Edison International
CIK 1968434
CHATTANOOGA, TN
Position in EIX
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$100,842
+$99,487 QoQ
Shares Held
1,378
+5891.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
2 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, 2026Wealth Preservation Advisors, LLC holds $126,580 across 1 Utilities - Regulated Electric name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
1,000 | $126,580 |
All Filings in EIX
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $100,842 | 1,378 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $1,355 | 23 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||