Position in EIX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,176,310
+$37,703 QoQ
Shares Held
15,800
+1.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
1.49%
of 13F equity value
Holder Rank
#453
of 1,069 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EIX Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Michels Family Financial, LLC holds $1,630,392 across 2 Utilities - Regulated Electric names. EIX ranks #1 (72.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EIX |
Edison International
This page
|
15,800 | $1,176,310 | |
| 2 | POR |
Portland General Electric Co /Or/
|
8,761 | $454,082 |
All Filings in EIX
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,176,310 | 15,800 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,138,607 | 15,559 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $936,011 | 15,595 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $841,195 | 15,217 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $773,277 | 14,986 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $861,881 | 14,628 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||