Caldwell Trust
EIX icon

Caldwell Trust’s Edison International EIX Stock Holding History

Caldwell Trust’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 		$6.98K Hold
130
– – ﹤0.01% 711
2026
Q2 		$9.7K Hold
130
– – ﹤0.01% 686
2026
Q1 		$9.5K Hold
130
– – ﹤0.01% 667
2025
Q4 		$7.8K Hold
130
– – ﹤0.01% 663
2025
Q3 		$7.19K Hold
130
– – ﹤0.01% 670
2025
Q2 		$6.71K Sell
130
-49
-27% -$2.69K ﹤0.01% 670
2025
Q1 		$10.5K Sell
179
-21
-11% -$1.21K ﹤0.01% 629
2024
Q4 		$16K Hold
200
– – ﹤0.01% 568
2024
Q3 		$17.4K Hold
200
– – ﹤0.01% 568
2024
Q2 		$14.4K Hold
200
– – ﹤0.01% 580
2024
Q1 		$14.1K Hold
200
– – ﹤0.01% 594
2023
Q4 		$14.3K Hold
200
– – ﹤0.01% 580
2023
Q3 		$12.7K Hold
200
– – ﹤0.01% 594
2023
Q2 		$13.9K Hold
200
– – ﹤0.01% 606
2023
Q1 		$14.1K Hold
200
– – ﹤0.01% 590
2022
Q4 		$12.7K Hold
200
– – ﹤0.01% 591
2022
Q3 		$11.3K Hold
200
– – ﹤0.01% 598
2022
Q2 		$12.6K Hold
200
– – ﹤0.01% 597
2022
Q1 		$14K Hold
200
– – ﹤0.01% 611
2021
Q4 		$13.6K Sell
200
-18
-8% -$1.14K ﹤0.01% 607
2021
Q3 		$12.1K Hold
218
– – ﹤0.01% 623
2021
Q2 		$12.6K Buy
218
+18
+9% +$1.05K ﹤0.01% 625
2021
Q1 		$11.7K Sell
200
-383
-66% -$22.5K ﹤0.01% 619
2020
Q4 		$36.6K Sell
583
-50
-8% -$3.01K 0.01% 461
2020
Q3 		$32.2K Hold
633
– – 0.01% 466
2020
Q2 		$34.4K Sell
633
-50
-7% -$2.88K 0.01% 466
2020
Q1 		$37.4K Hold
683
– – 0.01% 449
2019
Q4 		$51.5K Buy
+683
New +$48.3K 0.01% 458

Other funds holding EIX

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Caldwell Trust's EIX Position: Q3 2026 in Review

Caldwell Trust held its Edison International (EIX) position steady in Q3 2026 at 130 shares worth $6.98K. The position accounts for ﹤0.01% of the portfolio, ranked #711.

Caldwell Trust first reported a position in EIX in Q4 2019 and has held it in 28 quarters since. The position peaked at $51.5K in Q4 2019. 495 funds tracked by Wall St. Rank hold EIX as of Q3 2026.

  • Caldwell Trust held 130 shares of Edison International worth $6.98K as of Q3 2026.
  • Caldwell Trust left its Edison International share count unchanged in Q3 2026.
  • Edison International made up ﹤0.01% of Caldwell Trust's portfolio in Q3 2026, its #711 holding.
  • Caldwell Trust first reported a position in Edison International in Q4 2019 and has held it in 28 quarters since.
  • Caldwell Trust's Edison International position peaked at $51.5K in Q4 2019.
  • 495 funds tracked by Wall St. Rank held Edison International as of Q3 2026.

Based on Caldwell Trust's 13F filing for Q3 2026, filed 30 Oct 2026.