Position in EIX
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$273,157
+$4,660 QoQ
Shares Held
3,669
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.99%
of 13F equity value
Holder Rank
#757
of 1,069 holders
Holding Since
Mar 2026
2 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, 2026COGENT STRATEGIC WEALTH LLC holds $501,320 across 2 Utilities - Regulated Electric names. EIX ranks #1 (54.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EIX |
Edison International
This page
|
3,669 | $273,157 | |
| 2 | PCG |
PG&E Corp
|
13,565 | $228,163 |
All Filings in EIX
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $273,157 | 3,669 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $268,497 | 3,669 | Shares | Sole | 2026-05-04 | |
| No filing history on record for this holder in this stock. | ||||||