Center for Financial Planning’s Edison International EIX Stock Holding History

Center for Financial Planning’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 Q4	–	Sell	-120	Closed	-$6.63K	–	711
2025 Q3	$6.63K	Sell	120 -5	-4%	-$270	﹤0.01%	526
2025 Q2	$6.45K	Sell	125 -445	-78%	-$24.4K	﹤0.01%	500
2025 Q1	$33.6K	Hold	570	–	–	﹤0.01%	329
2024 Q4	$45.5K	Hold	570	–	–	0.01%	279
2024 Q3	$49.6K	Hold	570	–	–	0.01%	253
2024 Q2	$40.9K	Hold	570	–	–	0.01%	263
2024 Q1	$40.3K	Hold	570	–	–	0.01%	266
2023 Q4	$40.8K	Hold	570	–	–	0.01%	246
2023 Q3	$36.1K	Hold	570	–	–	0.01%	245
2023 Q2	$39.6K	Hold	570	–	–	0.01%	256
2023 Q1	$40.2K	Hold	570	–	–	0.01%	241
2022 Q4	$36.3K	Hold	570	–	–	0.01%	246
2022 Q3	$32K	Hold	570	–	–	0.01%	247
2022 Q2	$36K	Hold	570	–	–	0.01%	240
2022 Q1	$40K	Hold	570	–	–	0.01%	247
2021 Q4	$39K	Hold	570	–	–	0.01%	256
2021 Q3	$32K	Hold	570	–	–	0.01%	260
2021 Q2	$33K	Hold	570	–	–	0.01%	256
2021 Q1	$33K	Hold	570	–	–	0.01%	254
2020 Q4	$36K	Hold	570	–	–	0.01%	230
2020 Q3	$29K	Hold	570	–	–	0.01%	228
2020 Q2	$31K	Sell	570 -42	-7%	-$2.42K	0.01%	220
2020 Q1	$34K	Buy	612 +42	+7%	+$2.91K	0.01%	209
2019 Q4	$43K	Buy	+570	New	+$40.3K	0.01%	195

Other funds holding EIX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Center for Financial Planning's EIX Position: Q4 2025 in Review

Center for Financial Planning sold out of Edison International (EIX) in Q4 2025, closing a stake of 120 shares — an estimated $6.63K sold.

Center for Financial Planning first reported a position in EIX in Q4 2019 and held it in 24 quarters. The position peaked at $49.6K in Q3 2024. 982 funds tracked by Wall St. Rank hold EIX as of Q4 2025.

Center for Financial Planning reported no remaining Edison International position as of Q4 2025 after selling out during the quarter.
Center for Financial Planning sold 120 Edison International shares in Q4 2025, an estimated $6.63K.
Center for Financial Planning first reported a position in Edison International in Q4 2019 and held it in 24 quarters.
Center for Financial Planning's Edison International position peaked at $49.6K in Q3 2024.
982 funds tracked by Wall St. Rank held Edison International as of Q4 2025.

Based on Center for Financial Planning's 13F filing for Q4 2025, filed 5 Feb 2026.