Carson Wealth (CWM LLC)’s Edison International EIX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $40.5M | Buy |
553,439
+103,948
| +23% | +$7.01M | 0.11% | 180 |
|
|
2025
Q4 | $27M | Buy |
449,491
+170,430
| +61% | +$9.78M | 0.07% | 237 |
|
|
2025
Q3 | $15.4M | Buy |
279,061
+96,851
| +53% | +$5.23M | 0.05% | 351 |
|
|
2025
Q2 | $9.4M | Buy |
182,210
+85,276
| +88% | +$4.67M | 0.03% | 406 |
|
|
2025
Q1 | $5.71M | Buy |
96,934
+84,014
| +650% | +$4.83M | 0.02% | 486 |
|
|
2024
Q4 | $1.03M | Buy |
12,920
+607
| +5% | +$50.7K | ﹤0.01% | 1066 |
|
|
2024
Q3 | $1.07M | Buy |
12,313
+626
| +5% | +$50.8K | ﹤0.01% | 989 |
|
|
2024
Q2 | $839K | Buy |
11,687
+1,867
| +19% | +$135K | ﹤0.01% | 989 |
|
|
2024
Q1 | $695K | Buy |
9,820
+2,518
| +34% | +$172K | ﹤0.01% | 1002 |
|
|
2023
Q4 | $522K | Sell |
7,302
-137
| -2% | -$9K | ﹤0.01% | 1044 |
|
|
2023
Q3 | $471K | Sell |
7,439
-2,804
| -27% | -$195K | ﹤0.01% | 997 |
|
|
2023
Q2 | $711K | Buy |
10,243
+453
| +5% | +$31.9K | ﹤0.01% | 829 |
|
|
2023
Q1 | $691K | Buy |
9,790
+3,632
| +59% | +$245K | ﹤0.01% | 784 |
|
|
2022
Q4 | $392K | Buy |
6,158
+189
| +3% | +$11.6K | ﹤0.01% | 884 |
|
|
2022
Q3 | $338K | Buy |
5,969
+141
| +2% | +$9.33K | ﹤0.01% | 867 |
|
|
2022
Q2 | $369K | Buy |
5,828
+8
| +0.1% | +$542 | ﹤0.01% | 822 |
|
|
2022
Q1 | $408K | Buy |
5,820
+1,094
| +23% | +$69.9K | ﹤0.01% | 785 |
|
|
2021
Q4 | $323K | Buy |
+4,726
| New | +$300K | ﹤0.01% | 843 |
|
|
2021
Q2 | $164K | Hold |
2,828
| – | – | ﹤0.01% | 968 |
|
|
2021
Q1 | $164K | Hold |
2,828
| – | – | ﹤0.01% | 968 |
|
|
2020
Q4 | $164K | Hold |
2,828
| – | – | ﹤0.01% | 968 |
|
|
2020
Q3 | $164K | Hold |
2,828
| – | – | ﹤0.01% | 968 |
|
|
2020
Q2 | $164K | Hold |
2,828
| – | – | ﹤0.01% | 968 |
|
|
2020
Q1 | $164K | Hold |
2,828
| – | – | ﹤0.01% | 968 |
|
|
2019
Q4 | $164K | Hold |
2,828
| – | – | ﹤0.01% | 968 |
|
|
2019
Q3 | $164K | Hold |
2,828
| – | – | ﹤0.01% | 968 |
|
|
2019
Q2 | $164K | Hold |
2,828
| – | – | ﹤0.01% | 968 |
|
|
2019
Q1 | $164K | Buy |
2,828
+949
| +51% | +$56.6K | ﹤0.01% | 968 |
|
|
2018
Q4 | $107K | Buy |
1,879
+197
| +12% | +$12.2K | ﹤0.01% | 713 |
|
|
2018
Q3 | $114K | Buy |
1,682
+692
| +70% | +$46.3K | ﹤0.01% | 597 |
|
|
2018
Q2 | $63K | Buy |
990
+58
| +6% | +$3.62K | ﹤0.01% | 590 |
|
|
2018
Q1 | $59K | Buy |
932
+60
| +7% | +$3.69K | ﹤0.01% | 527 |
|
|
2017
Q4 | $55K | Sell |
872
-92
| -10% | -$7.02K | ﹤0.01% | 516 |
|
|
2017
Q3 | $74K | Buy |
964
+252
| +35% | +$19.9K | ﹤0.01% | 450 |
|
|
2017
Q2 | $56K | Buy |
712
+202
| +40% | +$16.2K | ﹤0.01% | 461 |
|
|
2017
Q1 | $41K | Sell |
510
-69
| -12% | -$5.23K | ﹤0.01% | 489 |
|
|
2016
Q4 | $42K | Buy |
579
+69
| +14% | +$4.87K | ﹤0.01% | 473 |
|
|
2016
Q3 | $37K | Buy |
+510
| New | +$38.3K | ﹤0.01% | 468 |
|
Other funds holding EIX
VCM
VPM
Carson Wealth (CWM LLC)'s EIX Position: Q1 2026 in Review
Carson Wealth (CWM LLC) increased its Edison International (EIX) stake by 23% in Q1 2026, buying an estimated $7.01M and bringing the position to 553,439 shares worth $40.5M. The position accounts for 0.11% of the portfolio, ranked #180.
Carson Wealth (CWM LLC) first reported a position in EIX in Q3 2016 and has held it in 38 quarters since. 1,057 funds tracked by Wall St. Rank hold EIX as of Q1 2026.
- Carson Wealth (CWM LLC) held 553,439 shares of Edison International worth $40.5M as of Q1 2026.
- Carson Wealth (CWM LLC) bought 103,948 Edison International shares in Q1 2026, an estimated $7.01M.
- Edison International made up 0.11% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #180 holding.
- Carson Wealth (CWM LLC) first reported a position in Edison International in Q3 2016 and has held it in 38 quarters since.
- 1,057 funds tracked by Wall St. Rank held Edison International as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.