Position in EIX
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$563,193
+$30,636 QoQ
Shares Held
7,696
-13.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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 Mar 31, 2026Brown Financial Advisors holds $2,411,440 across 4 Utilities - Regulated Electric names. EIX ranks #2 (23.4% of the industry book) .
All Filings in EIX
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $563,193 | 7,696 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $532,557 | 8,873 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||