Creative Planning’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 | $25.6M | Buy |
349,789
+80,587
| +30% | +$5.43M | 0.02% | 352 |
|
|
2025
Q4 | $16.2M | Buy |
269,202
+131,931
| +96% | +$7.57M | 0.01% | 450 |
|
|
2025
Q3 | $7.59M | Buy |
137,271
+68,998
| +101% | +$3.72M | 0.01% | 678 |
|
|
2025
Q2 | $3.52M | Sell |
68,273
-14,014
| -17% | -$768K | ﹤0.01% | 941 |
|
|
2025
Q1 | $4.85M | Buy |
82,287
+27,646
| +51% | +$1.59M | ﹤0.01% | 720 |
|
|
2024
Q4 | $4.36M | Buy |
54,641
+3,679
| +7% | +$308K | ﹤0.01% | 713 |
|
|
2024
Q3 | $4.44M | Buy |
50,962
+3,078
| +6% | +$250K | ﹤0.01% | 680 |
|
|
2024
Q2 | $3.44M | Sell |
47,884
-993
| -2% | -$72K | ﹤0.01% | 764 |
|
|
2024
Q1 | $3.46M | Sell |
48,877
-299
| -0.6% | -$20.4K | ﹤0.01% | 742 |
|
|
2023
Q4 | $3.52M | Sell |
49,176
-1,155
| -2% | -$75.9K | 0.01% | 676 |
|
|
2023
Q3 | $3.19M | Buy |
50,331
+6,109
| +14% | +$426K | ﹤0.01% | 671 |
|
|
2023
Q2 | $3.07M | Sell |
44,222
-1,189
| -3% | -$83.7K | ﹤0.01% | 663 |
|
|
2023
Q1 | $3.21M | Buy |
45,411
+4,465
| +11% | +$302K | ﹤0.01% | 624 |
|
|
2022
Q4 | $2.6M | Buy |
40,946
+2,623
| +7% | +$161K | ﹤0.01% | 668 |
|
|
2022
Q3 | $2.17M | Buy |
38,323
+2,327
| +6% | +$154K | ﹤0.01% | 677 |
|
|
2022
Q2 | $2.28M | Buy |
35,996
+4,065
| +13% | +$276K | ﹤0.01% | 676 |
|
|
2022
Q1 | $2.24M | Buy |
31,931
+3,735
| +13% | +$239K | ﹤0.01% | 678 |
|
|
2021
Q4 | $1.92M | Sell |
28,196
-3,914
| -12% | -$248K | ﹤0.01% | 697 |
|
|
2021
Q3 | $1.78M | Buy |
32,110
+1,142
| +4% | +$65.5K | ﹤0.01% | 718 |
|
|
2021
Q2 | $1.79M | Sell |
30,968
-7,387
| -19% | -$430K | ﹤0.01% | 716 |
|
|
2021
Q1 | $2.25M | Sell |
38,355
-2,894
| -7% | -$170K | ﹤0.01% | 675 |
|
|
2020
Q4 | $2.59M | Buy |
41,249
+2,457
| +6% | +$148K | 0.01% | 574 |
|
|
2020
Q3 | $1.97M | Buy |
38,792
+1,169
| +3% | +$62.2K | 0.01% | 570 |
|
|
2020
Q2 | $2.04M | Sell |
37,623
-590
| -2% | -$33.9K | 0.01% | 488 |
|
|
2020
Q1 | $2.09M | Sell |
38,213
-69
| -0.2% | -$4.78K | 0.01% | 420 |
|
|
2019
Q4 | $2.89M | Sell |
38,282
-4,622
| -11% | -$327K | 0.01% | 407 |
|
|
2019
Q3 | $3.24M | Buy |
42,904
+1,201
| +3% | +$86.4K | 0.01% | 375 |
|
|
2019
Q2 | $2.81M | Buy |
41,703
+463
| +1% | +$28.7K | 0.01% | 408 |
|
|
2019
Q1 | $2.55M | Buy |
41,240
+1,886
| +5% | +$113K | 0.01% | 401 |
|
|
2018
Q4 | $2.23M | Buy |
39,354
+12,044
| +44% | +$749K | 0.01% | 401 |
|
|
2018
Q3 | $1.85M | Buy |
27,310
+4,125
| +18% | +$276K | 0.01% | 499 |
|
|
2018
Q2 | $1.47M | Sell |
23,185
-1,317
| -5% | -$82.2K | 0.01% | 560 |
|
|
2018
Q1 | $1.56M | Buy |
24,502
+589
| +2% | +$36.3K | 0.01% | 532 |
|
|
2017
Q4 | $1.51M | Buy |
23,913
+4,785
| +25% | +$365K | 0.01% | 539 |
|
|
2017
Q3 | $1.48M | Buy |
19,128
+1,127
| +6% | +$89.2K | 0.01% | 556 |
|
|
2017
Q2 | $1.41M | Buy |
18,001
+1,626
| +10% | +$130K | 0.01% | 553 |
|
|
2017
Q1 | $1.3M | Sell |
16,375
-1,515
| -8% | -$115K | 0.01% | 573 |
|
|
2016
Q4 | $1.29M | Buy |
17,890
+146
| +0.8% | +$10.3K | 0.01% | 530 |
|
|
2016
Q3 | $1.28M | Buy |
17,744
+3,067
| +21% | +$230K | 0.01% | 507 |
|
|
2016
Q2 | $1.14M | Sell |
14,677
-1,015
| -6% | -$72.9K | 0.01% | 485 |
|
|
2016
Q1 | $1.13M | Sell |
15,692
-103
| -0.7% | -$6.68K | 0.01% | 462 |
|
|
2015
Q4 | $935K | Sell |
15,795
-432
| -3% | -$26.4K | 0.01% | 524 |
|
|
2015
Q3 | $1.02M | Buy |
16,227
+2,233
| +16% | +$133K | 0.01% | 468 |
|
|
2015
Q2 | $778K | Sell |
13,994
-765
| -5% | -$46K | 0.01% | 545 |
|
|
2015
Q1 | $922K | Buy |
14,759
+2,207
| +18% | +$144K | 0.01% | 494 |
|
|
2014
Q4 | $822K | Buy |
12,552
+3,268
| +35% | +$203K | 0.01% | 514 |
|
|
2014
Q3 | $519K | Sell |
9,284
-67
| -0.7% | -$3.83K | 0.01% | 639 |
|
|
2014
Q2 | $543K | Buy |
9,351
+249
| +3% | +$13.9K | 0.01% | 612 |
|
|
2014
Q1 | $515K | Sell |
9,102
-3,007
| -25% | -$150K | 0.01% | 600 |
|
|
2013
Q4 | $561K | Buy |
12,109
+1,276
| +12% | +$60.3K | 0.01% | 486 |
|
|
2013
Q3 | $499K | Buy |
10,833
+6,002
| +124% | +$284K | 0.01% | 453 |
|
|
2013
Q2 | $233K | Buy |
+4,831
| New | +$238K | 0.01% | 632 |
|
Other funds holding EIX
VCM
VPM
Creative Planning's EIX Position: Q1 2026 in Review
Creative Planning increased its Edison International (EIX) stake by 30% in Q1 2026, buying an estimated $5.43M and bringing the position to 349,789 shares worth $25.6M. The position accounts for 0.02% of the portfolio, ranked #352.
Creative Planning first reported a position in EIX in Q2 2013 and has held it in 52 quarters since. 1,053 funds tracked by Wall St. Rank hold EIX as of Q1 2026.
- Creative Planning held 349,789 shares of Edison International worth $25.6M as of Q1 2026.
- Creative Planning bought 80,587 Edison International shares in Q1 2026, an estimated $5.43M.
- Edison International made up 0.02% of Creative Planning's portfolio in Q1 2026, its #352 holding.
- Creative Planning first reported a position in Edison International in Q2 2013 and has held it in 52 quarters since.
- 1,053 funds tracked by Wall St. Rank held Edison International as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.