Bell & Brown Wealth Advisors’s Edison International EIX Stock Holding History

Bell & Brown Wealth Advisors’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 Q3	–	Sell	-4,112	Closed	-$212K	–	73
2025 Q2	$212K	Sell	4,112 -1,000	-20%	-$54.8K	0.08%	66
2025 Q1	$301K	Hold	5,112	–	–	0.12%	62
2024 Q4	$408K	Hold	5,112	–	–	0.15%	60
2024 Q3	$445K	Hold	5,112	–	–	0.17%	59
2024 Q2	$367K	Hold	5,112	–	–	0.14%	58
2024 Q1	$362K	Hold	5,112	–	–	0.15%	60
2023 Q4	$365K	Buy	+5,112	New	+$336K	0.17%	61
2023 Q2	$355K	Hold	5,112	–	–	0.18%	62
2023 Q1	$361K	Hold	5,112	–	–	0.19%	60
2022 Q4	$325K	Hold	5,112	–	–	0.18%	62
2022 Q3	$289K	Hold	5,112	–	–	0.18%	59
2022 Q2	$323K	Hold	5,112	–	–	0.17%	63
2022 Q1	$358K	Hold	5,112	–	–	0.16%	62
2021 Q4	$315K	Hold	5,112	–	–	0.15%	63
2021 Q3	$284K	Buy	+5,112	New	+$293K	0.15%	64
2020 Q3	$357K	Buy	6,012 +1,000	+20%	+$53.2K	0.26%	59
2020 Q2	$268K	Hold	5,012	–	–	0.21%	65
2020 Q1	$280K	Hold	5,012	–	–	0.26%	65
2019 Q4	$385K	Hold	5,012	–	–	0.29%	69
2019 Q3	$372K	Buy	5,012 +400	+9%	+$28.8K	0.31%	68
2019 Q2	$311K	Hold	4,612	–	–	0.27%	70
2019 Q1	$286K	Buy	+4,612	New	+$275K	0.26%	74

Other funds holding EIX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bell & Brown Wealth Advisors's EIX Position: Q3 2025 in Review

Bell & Brown Wealth Advisors sold out of Edison International (EIX) in Q3 2025, closing a stake of 4,112 shares — an estimated $212K sold.

Bell & Brown Wealth Advisors first reported a position in EIX in Q1 2019 and held it in 22 quarters. The position peaked at $445K in Q3 2024. 920 funds tracked by Wall St. Rank hold EIX as of Q3 2025.

Bell & Brown Wealth Advisors reported no remaining Edison International position as of Q3 2025 after selling out during the quarter.
Bell & Brown Wealth Advisors sold 4,112 Edison International shares in Q3 2025, an estimated $212K.
Bell & Brown Wealth Advisors first reported a position in Edison International in Q1 2019 and held it in 22 quarters.
Bell & Brown Wealth Advisors's Edison International position peaked at $445K in Q3 2024.
920 funds tracked by Wall St. Rank held Edison International as of Q3 2025.

Based on Bell & Brown Wealth Advisors's 13F filing for Q3 2025, filed 7 Nov 2025.