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Baker Tilly Wealth Management’s Edison International EIX Stock Holding History

Baker Tilly 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
2025
Q4 		– Sell
-3,767
Closed -$208K – 288
2025
Q3 		$208K Sell
3,767
-602
-14% -$32.5K 0.05% 264
2025
Q2 		$225K Sell
4,369
-77
-2% -$4.22K 0.08% 217
2025
Q1 		$262K Sell
4,446
-118
-3% -$6.78K 0.1% 199
2024
Q4 		$364K Sell
4,564
-215
-4% -$18K 0.14% 162
2024
Q3 		$416K Buy
4,779
+129
+3% +$10.5K 0.18% 132
2024
Q2 		$334K Sell
4,650
-200
-4% -$14.5K 0.14% 178
2024
Q1 		$343K Sell
4,850
-8,659
-64% -$592K 0.06% 325
2023
Q4 		$966K Sell
13,509
-1,512
-10% -$99.3K 0.16% 141
2023
Q3 		$951K Sell
15,021
-16,033
-52% -$1.12M 0.16% 137
2023
Q2 		$2.16M Buy
31,054
+4,314
+16% +$304K 0.23% 94
2023
Q1 		$1.89M Buy
26,740
+788
+3% +$53.2K 0.21% 105
2022
Q4 		$1.65M Buy
25,952
+1,569
+6% +$96.3K 0.2% 117
2022
Q3 		$1.38M Buy
24,383
+1,218
+5% +$80.6K 0.19% 116
2022
Q2 		$1.47M Buy
23,165
+1,154
+5% +$78.2K 0.19% 113
2022
Q1 		$1.54M Buy
22,011
+2,394
+12% +$153K 0.17% 118
2021
Q4 		$1.34M Buy
19,617
+1,932
+11% +$122K 0.14% 151
2021
Q3 		$981K Buy
17,685
+2,016
+13% +$116K 0.13% 169
2021
Q2 		$906K Buy
15,669
+1,811
+13% +$105K 0.15% 161
2021
Q1 		$812K Buy
13,858
+5,436
+65% +$319K 0.17% 155
2020
Q4 		$529K Buy
+8,422
New +$507K 0.16% 138

Other funds holding EIX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Baker Tilly Wealth Management's EIX Position: Q4 2025 in Review

Baker Tilly Wealth Management sold out of Edison International (EIX) in Q4 2025, closing a stake of 3,767 shares — an estimated $208K sold.

Baker Tilly Wealth Management first reported a position in EIX in Q4 2020 and held it in 20 quarters. The position peaked at $2.16M in Q2 2023. 984 funds tracked by Wall St. Rank hold EIX as of Q4 2025.

  • Baker Tilly Wealth Management reported no remaining Edison International position as of Q4 2025 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 3,767 Edison International shares in Q4 2025, an estimated $208K.
  • Baker Tilly Wealth Management first reported a position in Edison International in Q4 2020 and held it in 20 quarters.
  • Baker Tilly Wealth Management's Edison International position peaked at $2.16M in Q2 2023.
  • 984 funds tracked by Wall St. Rank held Edison International as of Q4 2025.

Based on Baker Tilly Wealth Management's 13F filing for Q4 2025, filed 8 Jan 2026.