BA
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Bellwether Advisors’s Edison International EIX Stock Holding History

Bellwether 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
-420
Closed -$21.7K – 268
2025
Q2 		$21.7K Hold
420
– – ﹤0.01% 293
2025
Q1 		$24.7K Hold
420
– – 0.01% 257
2024
Q4 		$33.5K Buy
+420
New +$35.1K 0.01% 251
2023
Q2 		– Sell
-5,590
Closed -$395K – 200
2023
Q1 		$395K Buy
5,590
+5,190
+1,298% +$351K 0.11% 99
2022
Q4 		$25.4K Hold
400
– – 0.01% 231
2022
Q3 		$22K Hold
400
– – 0.01% 211
2022
Q2 		$25K Hold
400
– – 0.01% 203
2022
Q1 		$28K Sell
400
-6,836
-94% -$437K 0.01% 229
2021
Q4 		$493K Buy
7,236
+6,836
+1,709% +$433K 0.15% 92
2021
Q3 		$22K Hold
400
– – 0.01% 238
2021
Q2 		$23K Hold
400
– – 0.01% 213
2021
Q1 		$23K Hold
400
– – 0.01% 197
2020
Q4 		$25K Buy
+400
New +$24.1K 0.01% 189

Other funds holding EIX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return