Asset Planning Inc’s Edison International EIX Stock Holding History

Asset Planning Inc’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 Q2	$1.11M	Buy	14,865 +1,002	+7%	+$71.5K	0.72%	31
2026 Q1	$1.01M	Hold	13,863	–	–	0.72%	29
2025 Q4	$832K	Hold	13,863	–	–	0.58%	34
2025 Q3	$766K	Hold	13,863	–	–	0.55%	38
2025 Q2	$715K	Sell	13,863 -3,498	-20%	-$192K	0.54%	37
2025 Q1	$1.02M	Sell	17,361 -158	-0.9%	-$9.08K	0.8%	25
2024 Q4	$1.4M	Buy	+17,519	New	+$1.46M	1.07%	22

Other funds holding EIX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Asset Planning Inc's EIX Position: Q2 2026 in Review

Asset Planning Inc increased its Edison International (EIX) stake by 7.2% in Q2 2026, buying an estimated $71.5K and bringing the position to 14,865 shares worth $1.11M. The position accounts for 0.72% of the portfolio, ranked #31.

Asset Planning Inc first reported a position in EIX in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.4M in Q4 2024. 1,077 funds tracked by Wall St. Rank hold EIX as of Q2 2026.

Asset Planning Inc held 14,865 shares of Edison International worth $1.11M as of Q2 2026.
Asset Planning Inc bought 1,002 Edison International shares in Q2 2026, an estimated $71.5K.
Edison International made up 0.72% of Asset Planning Inc's portfolio in Q2 2026, its #31 holding.
Asset Planning Inc first reported a position in Edison International in Q4 2024 and has held it in 7 quarters since.
Asset Planning Inc's Edison International position peaked at $1.4M in Q4 2024.
1,077 funds tracked by Wall St. Rank held Edison International as of Q2 2026.

Based on Asset Planning Inc's 13F filing for Q2 2026, filed 27 Jul 2026.