Position in EIX
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$143,018
-$1,002,175 QoQ
Shares Held
1,921
-87.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#828
of 1,069 holders
Holding Since
Jun 2021
19 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, 2026Clearstead Advisors, LLC holds $33,390,438 across 33 Utilities - Regulated Electric names. EIX ranks #20 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
108,035 | $9,482,231 | |
| 2 | DUK |
Duke Energy CORP
|
48,296 | $6,113,307 | |
| 3 | SO |
Southern Co
|
51,598 | $4,938,444 | |
| 4 | D |
Dominion Energy, Inc
|
36,707 | $2,506,721 | |
| 5 | AEP |
American Electric Power Co Inc
|
14,735 | $2,015,895 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
10,459 | $1,221,297 | |
| 7 | XEL |
Xcel Energy Inc
|
14,371 | $1,153,991 | |
| 8 | ED |
Consolidated Edison Inc
|
9,660 | $1,068,685 |
All Filings in EIX
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $143,018 | 1,921 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,145,193 | 15,649 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $888,536 | 14,804 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $455,949 | 8,248 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $86,688 | 1,680 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $77,538 | 1,316 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $12,135 | 152 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $32,397 | 372 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $12,925 | 180 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $12,731 | 180 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $14,583 | 204 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $10,759 | 170 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $11,806 | 170 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $12,000 | 170 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $38,362 | 603 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $22,349 | 395 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $19,288 | 305 | Shares | Sole | 2022-08-12 | |
| 2021-09-30 | $50,033 | 902 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $47,643 | 824 | Shares | Sole | 2021-08-12 | |
| No filing history on record for this holder in this stock. | ||||||