Position in EIX
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$4,467
-$7,181 QoQ
Shares Held
60
-71.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,000
of 1,069 holders
Holding Since
Mar 2020
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EIX Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026WEST PACES ADVISORS INC. holds $6,198,844 across 19 Utilities - Regulated Electric names. EIX ranks #13 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
33,477 | $3,204,083 | |
| 2 | NEE |
Nextera Energy Inc
|
15,410 | $1,352,535 | |
| 3 | WEC |
Wec Energy Group, Inc.
|
4,569 | $533,522 | |
| 4 | PPL |
PPL Corp
|
13,276 | $482,582 | |
| 5 | DUK |
Duke Energy CORP
|
3,088 | $390,879 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
1,320 | $107,131 | |
| 7 | AEP |
American Electric Power Co Inc
|
371 | $50,756 | |
| 8 | D |
Dominion Energy, Inc
|
276 | $18,848 |
All Filings in EIX
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,467 | 60 | Shares | Sole | 2026-07-20 | |
| 2021-09-30 | $11,648 | 210 | Shares | Sole | 2023-12-20 | |
| 2021-06-30 | $12,142 | 210 | Shares | Sole | 2023-12-20 | |
| 2021-03-31 | $12,306 | 210 | Shares | Sole | 2023-12-20 | |
| 2020-12-31 | $13,192 | 210 | Shares | Sole | 2023-12-20 | |
| 2020-09-30 | $10,676 | 210 | Shares | Sole | 2023-12-20 | |
| 2020-06-30 | $11,405 | 210 | Shares | Sole | 2023-12-20 | |
| 2020-03-31 | $11,505 | 210 | Shares | Sole | 2023-12-21 | |
| No filing history on record for this holder in this stock. | ||||||