Position in EIX
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,414
+$24 QoQ
Shares Held
19
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,031
of 1,069 holders
Holding Since
Sep 2025
4 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, 2026Bare Financial Services, Inc holds $499,302 across 32 Utilities - Regulated Electric names. EIX ranks #27 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PPL |
PPL Corp
|
3,072 | $111,666 | |
| 2 | EXC |
Exelon Corp
|
1,558 | $72,633 | |
| 3 | DUK |
Duke Energy CORP
|
371 | $46,961 | |
| 4 | D |
Dominion Energy, Inc
|
483 | $32,982 | |
| 5 | CNP |
Centerpoint Energy Inc
|
596 | $26,247 | |
| 6 | NEE |
Nextera Energy Inc
|
280 | $24,574 | |
| 7 | FTS |
Fortis Inc.
|
358 | $20,487 | |
| 8 | SO |
Southern Co
|
179 | $17,131 |
All Filings in EIX
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,414 | 19 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,390 | 19 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,140 | 19 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $552 | 10 | Shares | Sole | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||