Position in EIX
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$486,828
-$115,809 QoQ
Shares Held
6,539
-20.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.25%
of 13F equity value
Holder Rank
#631
of 1,069 holders
Holding Since
Mar 2025
6 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, 2026Kaufman Rossin Wealth, LLC holds $704,899 across 2 Utilities - Regulated Electric names. EIX ranks #1 (69.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EIX |
Edison International
This page
|
6,539 | $486,828 | |
| 2 | PCG |
PG&E Corp
|
12,965 | $218,071 |
All Filings in EIX
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $486,828 | 6,539 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $602,637 | 8,235 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $601,700 | 10,025 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $366,893 | 6,637 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $527,764 | 10,228 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $374,318 | 6,353 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||