Evercore Wealth Management’s Edison International EIX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $634K | Sell |
8,521
-930
| -10% | -$66.3K | 0.01% | 265 |
|
|
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 |
|
Other funds holding EIX
Evercore Wealth Management's EIX Position: Q2 2026 in Review
Evercore Wealth Management reduced its Edison International (EIX) stake by 9.8% in Q2 2026, selling an estimated $66.3K and leaving 8,521 shares worth $634K. The position accounts for 0.01% of the portfolio, ranked #265.
Evercore Wealth Management first reported a position in EIX in Q2 2013 and has held it in 32 quarters since. The position peaked at $692K in Q1 2026. 1,076 funds tracked by Wall St. Rank hold EIX as of Q2 2026.
- Evercore Wealth Management held 8,521 shares of Edison International worth $634K as of Q2 2026.
- Evercore Wealth Management sold 930 Edison International shares in Q2 2026, an estimated $66.3K.
- Edison International made up 0.01% of Evercore Wealth Management's portfolio in Q2 2026, its #265 holding.
- Evercore Wealth Management first reported a position in Edison International in Q2 2013 and has held it in 32 quarters since.
- Evercore Wealth Management's Edison International position peaked at $692K in Q1 2026.
- 1,076 funds tracked by Wall St. Rank held Edison International as of Q2 2026.
Based on Evercore Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.