Envestnet Portfolio Solutions, Inc.

Position in EIX — Edison International

CIK 1998033 BERWYN, PA

Position in EIX

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$2,741,546

+$640,695 QoQ

Shares Held

36,824

+28.3% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#313

of 1,069 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Envestnet Portfolio Solutions, Inc. holds $112,914,770 across 24 Utilities - Regulated Electric names. EIX ranks #9 (2.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	202,714	$25,659,538
2	FE	Firstenergy Corp	358,788	$17,056,781
3	EVRG	Evergy, Inc.	182,423	$15,766,819
4	EXC	Exelon Corp	308,405	$14,377,841
5	NEE	Nextera Energy Inc	129,364	$11,354,278
6	SO	Southern Co	60,081	$5,750,352
7	WEC	Wec Energy Group, Inc.	36,702	$4,285,692
8	AEP	American Electric Power Co Inc	20,742	$2,837,713

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,741,546	36,824	+28.3%	Shares	Sole	2026-07-20
2026-03-31	$2,100,851	28,708	+557.8%	Shares	Sole	2026-04-29
2025-12-31	$261,927	4,364	-35.8%	Shares	Sole	2026-02-06
2025-09-30	$375,793	6,798	-17.7%	Shares	Sole	2025-10-30
2025-06-30	$426,216	8,260	-13.1%	Shares	Sole	2025-07-25
2025-03-31	$559,916	9,503	-22.9%	Shares	Sole	2025-04-21
2024-12-31	$983,708	12,321	+35.6%	Shares	Sole	2025-02-10
2024-09-30	$791,473	9,088	+1.2%	Shares	Sole	2024-10-31
2024-06-30	$645,141	8,984	-6.4%	Shares	Sole	2024-07-16
2024-03-31	$678,866	9,598	-45.6%	Shares	Sole	2024-05-06
2023-12-31	$1,260,297	17,629	-28.2%	Shares	Sole	2024-02-07
2023-09-30	$1,554,908	24,568	—	Shares	Sole	2023-11-13
No filing history on record for this holder in this stock.