Position in EIX
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,469,121
+$74,677 QoQ
Shares Held
19,733
+3.6% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#418
of 1,069 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EIX Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Mattson Financial Services, LLC holds $5,641,954 across 5 Utilities - Regulated Electric names. EIX ranks #2 (26.0% of the industry book) .
All Filings in EIX
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,469,121 | 19,733 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $1,394,444 | 19,055 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,203,280 | 20,048 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $256,665 | 4,643 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $238,443 | 4,621 | Shares | Sole | 2025-07-29 | |
| No filing history on record for this holder in this stock. | ||||||