Position in EIX
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$722,016
+$166,361 QoQ
Shares Held
9,698
+27.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#545
of 1,068 holders
Holding Since
Jun 2024
9 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, 2026Southland Equity Partners LLC holds $4,152,142 across 8 Utilities - Regulated Electric names. EIX ranks #2 (17.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
10,448 | $917,020 | |
| 2 | EIX |
Edison International
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|
9,698 | $722,016 | |
| 3 | AEP |
American Electric Power Co Inc
|
4,869 | $666,127 | |
| 4 | DUK |
Duke Energy CORP
|
4,815 | $609,482 | |
| 5 | SO |
Southern Co
|
4,293 | $410,883 | |
| 6 | ED |
Consolidated Edison Inc
|
3,255 | $360,100 | |
| 7 | PNW |
Pinnacle West Capital Corp
|
2,359 | $252,413 | |
| 8 | PPL |
PPL Corp
|
5,890 | $214,101 |
All Filings in EIX
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $722,016 | 9,698 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $555,655 | 7,593 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $493,964 | 8,230 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $784,810 | 14,197 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $835,765 | 16,197 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $965,109 | 16,380 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $1,302,829 | 16,318 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $1,097,682 | 12,604 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $452,403 | 6,300 | Shares | Sole | 2024-07-12 | |
| No filing history on record for this holder in this stock. | ||||||