Southern California Edison's July 2026 business update covers wildfire mitigation
Southern California Edison furnished a July 30, 2026 business update presentation, to be used in meetings with investors and analysts and posted on edisoninvestor.com. The deck restates a $38 billion to $41 billion electric infrastructure investment opportunity for 2026 through 2030, and reports wildfire mitigation progress and the state's SB 254 wildfire funding changes, including an estimated SCE share of $145 million per year starting in 2029.
Key points
- Electric infrastructure investment opportunity of $38 billion to $41 billion from 2026 through 2030, with a ~7% 2025-2030 rate base CAGR.
- As of June 30, 2026, 7,170+ miles of covered conductor installed and ~90% visual coverage of the High Fire Risk Area; up to ~970 miles of remaining planned hardening to be completed through 2028 under the approved GRC.
- SB 254 (signed September 19, 2025): SCE share of the new Continuation Account is 47.85%, about $145 million per year starting in 2029; SCE's share of the $6 billion securitization is ~$2.9 billion.
- The Eaton Fire slide states SCE is currently unable to estimate potential losses.
The filing
Written by AI on Nov 9, 2026, 8:51 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on July 30, 2026.
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.