Position in EIX
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$303,011
-$181,074 QoQ
Shares Held
4,070
-38.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
#734
of 1,069 holders
Holding Since
Dec 2025
3 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, 2026Copley Financial Group, Inc. holds $577,041 across 2 Utilities - Regulated Electric names. EIX ranks #1 (52.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EIX |
Edison International
This page
|
4,070 | $303,011 | |
| 2 | AEP |
American Electric Power Co Inc
|
2,003 | $274,030 |
All Filings in EIX
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $303,011 | 4,070 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $484,085 | 6,615 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $441,567 | 7,357 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||