Position in EIX
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$1,264,533
+$21,571 QoQ
Shares Held
16,985
0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.63%
of 13F equity value
Holder Rank
#444
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, 2026BCS Private Wealth Management, Inc. holds $6,391,958 across 3 Utilities - Regulated Electric names. EIX ranks #2 (19.8% of the industry book) .
All Filings in EIX
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,264,533 | 16,985 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $1,242,962 | 16,985 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,019,439 | 16,985 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $938,930 | 16,985 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $876,426 | 16,985 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||