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Carolinas Wealth Consulting’s Edison International EIX Stock Holding History

Carolinas Wealth Consulting’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
Q2 		– Sell
-55
Closed -$3.24K – 263
2025
Q1 		$3.24K Buy
55
+40
+267% +$2.3K ﹤0.01% 683
2024
Q4 		$1.2K Sell
15
-5
-25% -$418 ﹤0.01% 917
2024
Q3 		$1.74K Buy
20
+10
+100% +$812 ﹤0.01% 842
2024
Q2 		$719 Hold
10
– – ﹤0.01% 956
2024
Q1 		$715 Buy
10
+5
+100% +$342 ﹤0.01% 944
2023
Q4 		$361 Hold
5
– – ﹤0.01% 960
2023
Q3 		$315 Sell
5
-10
-67% -$697 ﹤0.01% 982
2023
Q2 		$1.04K Hold
15
– – ﹤0.01% 908
2023
Q1 		$1.07K Sell
15
-47
-76% -$3.17K ﹤0.01% 885
2022
Q4 		$3.99K Sell
62
-48
-44% -$2.95K ﹤0.01% 718
2022
Q3 		$6K Hold
110
– – ﹤0.01% 641
2022
Q2 		$7K Hold
110
– – ﹤0.01% 621
2022
Q1 		$8K Hold
110
– – ﹤0.01% 635
2021
Q4 		$8K Buy
110
+14
+15% +$888 ﹤0.01% 642
2021
Q3 		$5K Sell
96
-274
-74% -$15.7K ﹤0.01% 665
2021
Q2 		$21K Hold
370
– – ﹤0.01% 493
2021
Q1 		$22K Sell
370
-3
-0.8% -$176 0.01% 492
2020
Q4 		$24K Sell
373
-12
-3% -$723 0.01% 450
2020
Q3 		$20K Buy
385
+360
+1,440% +$19.2K 0.01% 390
2020
Q2 		$1K Buy
+25
New +$1.44K ﹤0.01% 559

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
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
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 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

Carolinas Wealth Consulting's EIX Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Edison International (EIX) in Q2 2025, closing a stake of 55 shares — an estimated $3.24K sold.

Carolinas Wealth Consulting first reported a position in EIX in Q2 2020 and held it in 20 quarters. The position peaked at $24K in Q4 2020. 871 funds tracked by Wall St. Rank hold EIX as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Edison International position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 55 Edison International shares in Q2 2025, an estimated $3.24K.
  • Carolinas Wealth Consulting first reported a position in Edison International in Q2 2020 and held it in 20 quarters.
  • Carolinas Wealth Consulting's Edison International position peaked at $24K in Q4 2020.
  • 871 funds tracked by Wall St. Rank held Edison International as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.