Compound Planning, Inc.

Position in EIX — Edison International

CIK 1978879 NEW YORK, NY

Position in EIX

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$505,514

+$85,755 QoQ

Shares Held

6,790

+18.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#623

of 1,069 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Compound Planning, Inc. holds $26,296,860 across 27 Utilities - Regulated Electric names. EIX ranks #13 (1.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	73,527	$6,453,464
2	DUK	Duke Energy CORP	22,987	$2,909,693
3	SO	Southern Co	23,995	$2,296,561
4	ETR	Entergy Corp /De/	16,691	$1,917,128
5	AEP	American Electric Power Co Inc	11,245	$1,538,427
6	NGG	National Grid PLC	15,019	$1,244,623
7	D	Dominion Energy, Inc	14,575	$995,326
8	LNT	Alliant Energy Corp	11,769	$897,856

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$505,514	6,790	+18.4%	Shares	Sole	2026-08-04
2026-03-31	$419,759	5,736	+16.7%	Shares	Other	2026-05-14
2025-12-31	$294,998	4,915	+6.4%	Shares	Sole	2026-02-19
2025-09-30	$255,393	4,620	+16.1%	Shares	Sole	2025-11-10
2025-06-30	$205,316	3,979	+9.8%	Shares	Sole	2025-08-14
2025-03-31	$213,526	3,624	-21.6%	Shares	Sole	2025-05-14
2024-12-31	$368,860	4,620	+6.0%	Shares	Sole	2025-01-17
2024-09-30	$379,712	4,360	+6.7%	Shares	Sole	2024-10-08
2024-06-30	$293,343	4,085	+16.0%	Shares	Sole	2024-07-26
2024-03-31	$249,181	3,523	+14.9%	Shares	Sole	2024-05-07
2023-12-31	$219,116	3,065	—	Shares	Sole	2024-02-08
No filing history on record for this holder in this stock.