Evercore Wealth Management’s Edison International EIX Stock Holding History

Evercore 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
2026 Q1	$692K	Buy	9,451 +140	+2%	+$9.44K	0.01%	247
2025 Q4	$559K	Buy	9,311 +10	+0.1%	+$574	0.01%	275
2025 Q3	$514K	Buy	9,301 +60	+0.6%	+$3.24K	0.01%	288
2025 Q2	$477K	Buy	+9,241	New	+$507K	0.01%	285
2022 Q2	–	Sell	-3,450	Closed	-$242K	–	403
2022 Q1	$242K	Sell	3,450 -59	-2%	-$3.77K	﹤0.01%	389
2021 Q4	$239K	Buy	+3,509	New	+$222K	﹤0.01%	391
2021 Q3	–	Sell	-3,851	Closed	-$223K	–	419
2021 Q2	$223K	Buy	+3,851	New	+$224K	﹤0.01%	409
2020 Q1	–	Sell	-2,795	Closed	-$211K	–	373
2019 Q4	$211K	Sell	2,795 -200	-7%	-$14.2K	0.01%	383
2019 Q3	$226K	Sell	2,995 -5	-0.2%	-$360	0.01%	369
2019 Q2	$202K	Buy	+3,000	New	+$186K	0.01%	402
2018 Q4	–	Sell	-3,123	Closed	-$211K	–	382
2018 Q3	$211K	Sell	3,123 -234	-7%	-$15.7K	0.01%	395
2018 Q2	$212K	Buy	+3,357	New	+$209K	0.01%	382
2018 Q1	–	Sell	-3,057	Closed	-$193K	–	468
2017 Q4	$193K	Sell	3,057 -440	-13%	-$33.6K	0.01%	365
2017 Q3	$270K	Sell	3,497 -80	-2%	-$6.33K	0.01%	328
2017 Q2	$279K	Sell	3,577 -50	-1%	-$4.01K	0.01%	329
2017 Q1	$289K	Sell	3,627 -1,421	-28%	-$108K	0.01%	324
2016 Q4	$363K	Buy	5,048 +21	+0.4%	+$1.48K	0.02%	282
2016 Q3	$363K	Hold	5,027	–	–	0.02%	284
2016 Q2	$391K	Sell	5,027 -200	-4%	-$14.4K	0.02%	271
2016 Q1	$376K	Hold	5,227	–	–	0.02%	278
2015 Q4	$309K	Buy	5,227 +200	+4%	+$12.2K	0.01%	311
2015 Q3	$319K	Hold	5,027	–	–	0.02%	321
2015 Q2	$280K	Sell	5,027 -900	-15%	-$54.1K	0.01%	369
2015 Q1	$369K	Sell	5,927 -399	-6%	-$26K	0.02%	319
2014 Q4	$415K	Sell	6,326 -500	-7%	-$31.1K	0.02%	268
2014 Q3	$380K	Sell	6,826 -1,160	-15%	-$66.3K	0.02%	303
2014 Q2	$464K	Sell	7,986 -300	-4%	-$16.8K	0.02%	276
2014 Q1	$472K	Sell	8,286 -575	-6%	-$28.6K	0.03%	264
2013 Q4	$412K	Sell	8,861 -2,494	-22%	-$118K	0.02%	286
2013 Q3	$525K	Buy	11,355 +33	+0.3%	+$1.56K	0.03%	272
2013 Q2	$547K	Buy	+11,322	New	+$559K	0.03%	268