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Consolidated Planning Corp’s Edison International EIX Stock Holding History

Consolidated Planning Corp’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
Q1 		– Sell
-7,636
Closed -$610K – 193
2024
Q4 		$610K Buy
7,636
+2,278
+43% +$190K 0.08% 122
2024
Q3 		$467K Buy
5,358
+1,744
+48% +$142K 0.07% 130
2024
Q2 		$260K Buy
+3,614
New +$262K 0.04% 158
2021
Q4 		– Sell
-2
Closed – – 175
2021
Q3 		$0 Buy
+2
New +$115 ﹤0.01% 459

Other funds holding EIX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Consolidated Planning Corp's EIX Position: Q1 2025 in Review

Consolidated Planning Corp sold out of Edison International (EIX) in Q1 2025, closing a stake of 7,636 shares — an estimated $610K sold.

Consolidated Planning Corp first reported a position in EIX in Q3 2021 and held it in 4 quarters. The position peaked at $610K in Q4 2024. 879 funds tracked by Wall St. Rank hold EIX as of Q1 2025.

  • Consolidated Planning Corp reported no remaining Edison International position as of Q1 2025 after selling out during the quarter.
  • Consolidated Planning Corp sold 7,636 Edison International shares in Q1 2025, an estimated $610K.
  • Consolidated Planning Corp first reported a position in Edison International in Q3 2021 and held it in 4 quarters.
  • Consolidated Planning Corp's Edison International position peaked at $610K in Q4 2024.
  • 879 funds tracked by Wall St. Rank held Edison International as of Q1 2025.

Based on Consolidated Planning Corp's 13F filing for Q1 2025, filed 22 Apr 2025.