Copia Wealth Management

Position in EIX — Edison International

CIK 2058771 BEND, OR

Position in EIX

as of Jun 30, 2026 · filed Aug 18, 2026 Compact

Position Value

$10,646

+$182 QoQ

Shares Held

143

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#966

of 1,068 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Copia Wealth Management holds $404,162 across 5 Utilities - Regulated Electric names. EIX ranks #4 (2.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	2,195	$210,083
2	DUK	Duke Energy CORP	1,017	$128,731
3	NEE	Nextera Energy Inc	584	$51,257
4	EIX	Edison International This page	143	$10,646
5	ETR	Entergy Corp /De/	30	$3,445

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,646	143	0.0%	Shares	Sole	2026-08-18
2026-03-31	$10,464	143	0.0%	Shares	Sole	2026-05-04
2025-12-31	$8,582	143	0.0%	Shares	Sole	2026-02-06
2025-09-30	$7,905	143	0.0%	Shares	Sole	2025-10-31
2025-06-30	$7,378	143	0.0%	Shares	Sole	2025-07-28
2025-03-31	$8,425	143	0.0%	Shares	Sole	2025-04-17
2024-12-31	$11,417	143	—	Shares	Sole	2025-03-06
No filing history on record for this holder in this stock.