Position in EIX
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$269,136
+$32,180 QoQ
Shares Held
3,615
+11.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#761
of 1,068 holders
Holding Since
Dec 2021
5 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, 2026Finivi Inc. holds $4,964,358 across 4 Utilities - Regulated Electric names. EIX ranks #4 (5.4% of the industry book) .
All Filings in EIX
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $269,136 | 3,615 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $236,956 | 3,238 | Shares | Sole | 2026-04-10 | |
| 2024-12-31 | $213,172 | 2,670 | Shares | Sole | 2025-12-19 | |
| 2024-09-30 | $220,773 | 2,535 | Shares | Sole | 2025-12-19 | |
| 2021-12-31 | $1,339,679 | 19,629 | Shares | Sole | 2025-12-19 | |
| No filing history on record for this holder in this stock. | ||||||