ECA
EIX icon

Elevated Capital Advisors’s Edison International EIX Stock Holding History

Elevated Capital Advisors’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
Q1 		$731K Sell
9,984
-4,105
-29% -$277K 0.18% 133
2025
Q4 		$846K Buy
14,089
+968
+7% +$55.5K 0.2% 134
2025
Q3 		$725K Sell
13,121
-61
-0.5% -$3.29K 0.18% 155
2025
Q2 		$777K Hold
13,182
– – 0.22% 140
2025
Q1 		$777K Buy
13,182
+2,766
+27% +$159K 0.22% 140
2024
Q4 		$832K Sell
10,416
-107
-1% -$8.94K 0.23% 128
2024
Q3 		$916K Sell
10,523
-338
-3% -$27.5K 0.24% 120
2024
Q2 		$780K Buy
+10,861
New +$787K 0.22% 124

Other funds holding EIX

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return