CWS
EIX icon

Cypress Wealth Services’s Edison International EIX Stock Holding History

Cypress Wealth Services’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 		$303K Sell
4,070
-50
-1% -$3.57K 0.04% 339
2026
Q1 		$302K Buy
+4,120
New +$278K 0.04% 302
2025
Q4 		– Sell
-4,263
Closed -$236K – 392
2025
Q3 		$236K Buy
4,263
+167
+4% +$9.01K 0.04% 298
2025
Q2 		$211K Sell
4,096
-94
-2% -$5.15K 0.04% 296
2025
Q1 		$247K Sell
4,190
-187
-4% -$10.7K 0.05% 242
2024
Q4 		$349K Sell
4,377
-2,672
-38% -$223K 0.07% 187
2024
Q3 		$614K Buy
7,049
+102
+1% +$8.28K 0.13% 126
2024
Q2 		$499K Sell
6,947
-119
-2% -$8.63K 0.11% 141
2024
Q1 		$500K Sell
7,066
-1,030
-13% -$70.4K 0.12% 144
2023
Q4 		$579K Sell
8,096
-108
-1% -$7.1K 0.14% 122
2023
Q3 		$519K Sell
8,204
-14
-0.2% -$975 0.14% 131
2023
Q2 		$574K Buy
8,218
+273
+3% +$19.2K 0.15% 120
2023
Q1 		$561K Buy
7,945
+1,080
+16% +$72.9K 0.16% 108
2022
Q4 		$437K Buy
6,865
+22
+0.3% +$1.35K 0.14% 136
2022
Q3 		$401K Buy
6,843
+139
+2% +$9.2K 0.14% 135
2022
Q2 		$424K Buy
6,704
+1,625
+32% +$110K 0.14% 131
2022
Q1 		$356K Buy
5,079
+1,033
+26% +$66K 0.1% 156
2021
Q4 		$276K Buy
4,046
+173
+4% +$11K 0.08% 183
2021
Q3 		$215K Buy
+3,873
New +$222K 0.06% 207

Other funds holding EIX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Cypress Wealth Services's EIX Position: Q2 2026 in Review

Cypress Wealth Services reduced its Edison International (EIX) stake by 1.2% in Q2 2026, selling an estimated $3.57K and leaving 4,070 shares worth $303K. The position accounts for 0.04% of the portfolio, ranked #339.

Cypress Wealth Services first reported a position in EIX in Q3 2021 and has held it in 19 quarters since. The position peaked at $614K in Q3 2024. 1,076 funds tracked by Wall St. Rank hold EIX as of Q2 2026.

  • Cypress Wealth Services held 4,070 shares of Edison International worth $303K as of Q2 2026.
  • Cypress Wealth Services sold 50 Edison International shares in Q2 2026, an estimated $3.57K.
  • Edison International made up 0.04% of Cypress Wealth Services's portfolio in Q2 2026, its #339 holding.
  • Cypress Wealth Services first reported a position in Edison International in Q3 2021 and has held it in 19 quarters since.
  • Cypress Wealth Services's Edison International position peaked at $614K in Q3 2024.
  • 1,076 funds tracked by Wall St. Rank held Edison International as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.