Axxcess Wealth Management
EIX icon

Axxcess Wealth Management’s Edison International EIX Stock Holding History

Axxcess 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
Q3 		– Sell
-7,425
Closed -$553K – 1059
2026
Q2 		$553K Buy
+7,425
New +$530K 0.01% 690
2025
Q3 		– Sell
-4,237
Closed -$219K – 937
2025
Q2 		$219K Buy
4,237
+34
+0.8% +$1.86K 0.01% 822
2025
Q1 		$248K Sell
4,203
-35
-0.8% -$2.01K 0.01% 748
2024
Q4 		$338K Sell
4,238
-453
-10% -$37.9K 0.01% 645
2024
Q3 		$409K Sell
4,691
-145
-3% -$11.8K 0.01% 602
2024
Q2 		$347K Sell
4,836
-38
-0.8% -$2.75K 0.01% 610
2024
Q1 		$345K Sell
4,874
-1,807
-27% -$124K 0.01% 633
2023
Q4 		$478K Buy
6,681
+220
+3% +$14.5K 0.01% 523
2023
Q3 		$409K Buy
6,461
+164
+3% +$11.4K 0.01% 524
2023
Q2 		$437K Buy
6,297
+472
+8% +$33.2K 0.03% 380
2023
Q1 		$411K Buy
5,825
+20
+0.3% +$1.35K 0.03% 411
2022
Q4 		$369K Sell
5,805
-356
-6% -$21.8K 0.03% 413
2022
Q3 		$349K Sell
6,161
-3,260
-35% -$216K 0.03% 377
2022
Q2 		$596K Buy
9,421
+5,657
+150% +$383K 0.05% 270
2022
Q1 		$264K Buy
+3,764
New +$240K 0.02% 507

Other funds holding EIX

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Axxcess Wealth Management's EIX Position: Q3 2026 in Review

Axxcess Wealth Management sold out of Edison International (EIX) in Q3 2026, closing a stake of 7,425 shares — an estimated $553K sold.

Axxcess Wealth Management first reported a position in EIX in Q1 2022 and held it in 15 quarters. The position peaked at $596K in Q2 2022. 218 funds tracked by Wall St. Rank hold EIX as of Q3 2026.

  • Axxcess Wealth Management reported no remaining Edison International position as of Q3 2026 after selling out during the quarter.
  • Axxcess Wealth Management sold 7,425 Edison International shares in Q3 2026, an estimated $553K.
  • Axxcess Wealth Management first reported a position in Edison International in Q1 2022 and held it in 15 quarters.
  • Axxcess Wealth Management's Edison International position peaked at $596K in Q2 2022.
  • 218 funds tracked by Wall St. Rank held Edison International as of Q3 2026.

Based on Axxcess Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.