Position in EIX
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$26,429
New position
Shares Held
355
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#906
of 1,069 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Buck Wealth Strategies, LLC holds $1,247,687 across 30 Utilities - Regulated Electric names. EIX ranks #17 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
1,625 | $222,316 | |
| 2 | SO |
Southern Co
|
1,306 | $124,997 | |
| 3 | PEG |
Public Service Enterprise Group Inc
|
1,214 | $98,528 | |
| 4 | NEE |
Nextera Energy Inc
|
1,026 | $90,052 | |
| 5 | PPL |
PPL Corp
|
2,362 | $85,858 | |
| 6 | CNP |
Centerpoint Energy Inc
|
1,654 | $72,842 | |
| 7 | ED |
Consolidated Edison Inc
|
624 | $69,033 | |
| 8 | DUK |
Duke Energy CORP
|
523 | $66,201 |
All Filings in EIX
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,429 | 355 | Shares | Sole | 2026-07-30 | |
| No filing history on record for this holder in this stock. | ||||||