CreativeOne Wealth’s Edison International EIX Stock Holding History

CreativeOne Wealth’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 Q2	$1.43M	Sell	19,185 -3,438	-15%	-$245K	0.03%	460
2026 Q1	$1.66M	Buy	22,623 +14,273	+171%	+$962K	0.04%	404
2025 Q4	$501K	Buy	8,350 +1,514	+22%	+$86.9K	0.01%	788
2025 Q3	$378K	Sell	6,836 -290	-4%	-$15.6K	0.01%	864
2025 Q2	$368K	Buy	7,126 +1,370	+24%	+$75.1K	0.01%	850
2025 Q1	$339K	Buy	5,756 +1,508	+35%	+$86.7K	0.01%	820
2024 Q4	$339K	Sell	4,248 -280	-6%	-$23.4K	0.01%	832
2024 Q3	$394K	Buy	+4,528	New	+$368K	0.01%	705
2024 Q2	–	Sell	-3,246	Closed	-$230K	–	806
2024 Q1	$230K	Buy	+3,246	New	+$222K	0.01%	802
2021 Q2	–	Sell	-5,246	Closed	-$307K	–	678
2021 Q1	$307K	Buy	5,246 +132	+3%	+$7.75K	0.02%	439
2020 Q4	$321K	Buy	+5,114	New	+$308K	0.03%	362

Other funds holding EIX

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

CreativeOne Wealth's EIX Position: Q2 2026 in Review

CreativeOne Wealth reduced its Edison International (EIX) stake by 15% in Q2 2026, selling an estimated $245K and leaving 19,185 shares worth $1.43M. The position accounts for 0.03% of the portfolio, ranked #460.

CreativeOne Wealth first reported a position in EIX in Q4 2020 and has held it in 11 quarters since. The position peaked at $1.66M in Q1 2026. 1,076 funds tracked by Wall St. Rank hold EIX as of Q2 2026.

CreativeOne Wealth held 19,185 shares of Edison International worth $1.43M as of Q2 2026.
CreativeOne Wealth sold 3,438 Edison International shares in Q2 2026, an estimated $245K.
Edison International made up 0.03% of CreativeOne Wealth's portfolio in Q2 2026, its #460 holding.
CreativeOne Wealth first reported a position in Edison International in Q4 2020 and has held it in 11 quarters since.
CreativeOne Wealth's Edison International position peaked at $1.66M in Q1 2026.
1,076 funds tracked by Wall St. Rank held Edison International as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.