Defined Wealth Management’s Edison International EIX Stock Holding History

Defined Wealth Management’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	-5,046	Closed	-$279K	–	110
2025 Q3	$279K	Sell	5,046 -1	-0%	-$54	0.16%	96
2025 Q2	$260K	Sell	5,047 -29	-0.6%	-$1.59K	0.16%	100
2025 Q1	$299K	Buy	5,076 +21	+0.4%	+$1.21K	0.2%	95
2024 Q4	$404K	Buy	5,055 +4	+0.1%	+$334	0.27%	81
2024 Q3	$440K	Buy	5,051 +2	+0%	+$162	0.29%	76
2024 Q2	$363K	Buy	5,049 +7	+0.1%	+$507	0.25%	87
2024 Q1	$357K	Buy	5,042 +3	+0.1%	+$205	0.26%	87
2023 Q4	$360K	Buy	5,039 +9	+0.2%	+$591	0.28%	85
2023 Q3	$318K	Buy	5,030 +3	+0.1%	+$209	0.27%	83
2023 Q2	$349K	Buy	5,027 +2	+0%	+$141	0.29%	79
2023 Q1	$355K	Hold	5,025	–	–	0.33%	77
2022 Q4	$320K	Hold	5,025	–	–	0.3%	82
2022 Q3	$284K	Hold	5,025	–	–	0.31%	72
2022 Q2	$318K	Hold	5,025	–	–	0.33%	72
2022 Q1	$352K	Hold	5,025	–	–	0.31%	73
2021 Q4	$343K	Hold	5,025	–	–	0.28%	73
2021 Q3	$279K	Hold	5,025	–	–	0.25%	82
2021 Q2	$291K	Hold	5,025	–	–	0.26%	81
2021 Q1	$294K	Hold	5,025	–	–	0.28%	75
2020 Q4	$316K	Buy	+5,025	New	+$303K	0.31%	67

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 $287B AUM 42.33% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

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

Defined Wealth Management's EIX Position: Q4 2025 in Review

Defined Wealth Management sold out of Edison International (EIX) in Q4 2025, closing a stake of 5,046 shares — an estimated $279K sold.

Defined Wealth Management first reported a position in EIX in Q4 2020 and held it in 20 quarters. The position peaked at $440K in Q3 2024. 983 funds tracked by Wall St. Rank hold EIX as of Q4 2025.

Defined Wealth Management reported no remaining Edison International position as of Q4 2025 after selling out during the quarter.
Defined Wealth Management sold 5,046 Edison International shares in Q4 2025, an estimated $279K.
Defined Wealth Management first reported a position in Edison International in Q4 2020 and held it in 20 quarters.
Defined Wealth Management's Edison International position peaked at $440K in Q3 2024.
983 funds tracked by Wall St. Rank held Edison International as of Q4 2025.

Based on Defined Wealth Management's 13F filing for Q4 2025, filed 15 Jan 2026.