Cassaday & Co Wealth Management
EIX icon

Cassaday & Co Wealth Management’s Edison International EIX Stock Holding History

Cassaday & Co Wealth Management’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 		$100K Buy
1,857
+581
+46% +$39.4K ﹤0.01% 486
2026
Q2 		$95K Sell
1,276
-34
-3% -$2.42K ﹤0.01% 495
2026
Q1 		$95.9K Buy
+1,310
New +$88.3K ﹤0.01% 473

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Cassaday & Co Wealth Management's EIX Position: Q3 2026 in Review

Cassaday & Co Wealth Management increased its Edison International (EIX) stake by 46% in Q3 2026, buying an estimated $39.4K and bringing the position to 1,857 shares worth $100K. The position accounts for ﹤0.01% of the portfolio, ranked #486.

Cassaday & Co Wealth Management first reported a position in EIX in Q1 2026 and has held it in 3 quarters since. 556 funds tracked by Wall St. Rank hold EIX as of Q3 2026.

  • Cassaday & Co Wealth Management held 1,857 shares of Edison International worth $100K as of Q3 2026.
  • Cassaday & Co Wealth Management bought 581 Edison International shares in Q3 2026, an estimated $39.4K.
  • Edison International made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q3 2026, its #486 holding.
  • Cassaday & Co Wealth Management first reported a position in Edison International in Q1 2026 and has held it in 3 quarters since.
  • 556 funds tracked by Wall St. Rank held Edison International as of Q3 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.