Position in EIX
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$226,858
-$20,646 QoQ
Shares Held
3,100
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
2 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, 2026Plan A Wealth LLC holds $1,198,666 across 4 Utilities - Regulated Electric names.
All Filings in EIX
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $226,858 | 3,100 | Shares | Sole | 2026-05-15 | |
| 2024-12-31 | $247,504 | 3,100 | Shares | Sole | 2025-11-06 | |
| No filing history on record for this holder in this stock. | ||||||