AE Wealth Management’s Edison International EIX Stock Holding History

AE Wealth Management’s Portfolio EIX Stock Details EIX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$25.5M	Sell	348,792 -124,162	-26%	-$8.37M	0.14%	165
2025 Q4	$28.4M	Sell	472,954 -53,542	-10%	-$3.07M	0.16%	135
2025 Q3	$29.1M	Buy	526,496 +43,926	+9%	+$2.37M	0.19%	124
2025 Q2	$24.9M	Buy	482,570 +256,047	+113%	+$14M	0.18%	129
2025 Q1	$13.3M	Buy	226,523 +45,926	+25%	+$2.64M	0.11%	203
2024 Q4	$14.4M	Buy	180,597 +9,727	+6%	+$813K	0.12%	186
2024 Q3	$14.9M	Sell	170,870 -9,101	-5%	-$739K	0.14%	171
2024 Q2	$12.9M	Sell	179,971 -1,649	-0.9%	-$120K	0.13%	192
2024 Q1	$12.8M	Sell	181,620 -23,814	-12%	-$1.63M	0.15%	191
2023 Q4	$13.9M	Sell	205,434 -32,103	-14%	-$2.11M	0.07%	320
2023 Q3	$15M	Sell	237,537 -13,345	-5%	-$930K	0.09%	263
2023 Q2	$17.4M	Sell	250,882 -554	-0.2%	-$39K	0.1%	230
2023 Q1	$17.7M	Buy	251,436 +38,284	+18%	+$2.59M	0.11%	216
2022 Q4	$13.6M	Buy	213,152 +52,489	+33%	+$3.22M	0.1%	244
2022 Q3	$9.09M	Buy	160,663 +36,893	+30%	+$2.44M	0.07%	295
2022 Q2	$7.83M	Buy	123,770 +42,822	+53%	+$2.9M	0.06%	327
2022 Q1	$5.67M	Buy	80,948 +13,679	+20%	+$874K	0.04%	404
2021 Q4	$4.59M	Buy	67,269 +6,368	+10%	+$404K	0.03%	438
2021 Q3	$3.38M	Buy	60,901 +16,588	+37%	+$951K	0.03%	481
2021 Q2	$2.56M	Buy	44,313 +20,244	+84%	+$1.18M	0.02%	562
2021 Q1	$1.41M	Sell	24,069 -34,518	-59%	-$2.03M	0.01%	672
2020 Q4	$3.68M	Buy	58,587 +16,519	+39%	+$995K	0.04%	334
2020 Q3	$2.14M	Buy	42,068 +11,204	+36%	+$596K	0.03%	402
2020 Q2	$1.68M	Sell	30,864 -4,040	-12%	-$232K	0.03%	461
2020 Q1	$1.91M	Buy	34,904 +4,887	+16%	+$339K	0.04%	321
2019 Q4	$2.26M	Buy	30,017 +5,554	+23%	+$393K	0.05%	316
2019 Q3	$1.84M	Sell	24,463 -2,884	-11%	-$208K	0.05%	295
2019 Q2	$1.84M	Buy	27,347 +23,873	+687%	+$1.48M	0.06%	258
2019 Q1	$215K	Buy	+3,474	New	+$207K	0.01%	574
2018 Q4	–	Sell	-3,602	Closed	-$244K	–	512
2018 Q3	$244K	Buy	3,602 +35	+1%	+$2.34K	0.01%	504
2018 Q2	$226K	Buy	+3,567	New	+$223K	0.02%	394