EWA
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EverSource Wealth Advisors’s Edison International EIX Stock Holding History

EverSource Wealth 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
Q2 		$1.5M Sell
20,087
-1,674
-8% -$119K 0.05% 267
2026
Q1 		$1.59M Buy
21,761
+2,259
+12% +$152K 0.05% 264
2025
Q4 		$1.17M Buy
19,502
+9,027
+86% +$518K 0.04% 296
2025
Q3 		$579K Buy
10,475
+3,147
+43% +$170K 0.02% 447
2025
Q2 		$378K Buy
7,328
+4,868
+198% +$267K 0.02% 559
2025
Q1 		$145K Buy
2,460
+1,494
+155% +$85.9K 0.01% 777
2024
Q4 		$77.1K Buy
966
+123
+15% +$10.3K ﹤0.01% 1001
2024
Q3 		$73.4K Buy
843
+27
+3% +$2.19K ﹤0.01% 907
2024
Q2 		$65.3K Buy
816
+36
+5% +$2.61K ﹤0.01% 966
2024
Q1 		$55.4K Buy
780
+90
+13% +$6.15K ﹤0.01% 936
2023
Q4 		$49.3K Buy
690
+10
+1% +$657 ﹤0.01% 905
2023
Q3 		$43K Buy
680
+14
+2% +$975 ﹤0.01% 871
2023
Q2 		$46.2K Sell
666
-2
-0.3% -$141 0.01% 869
2023
Q1 		$47.2K Sell
668
-129
-16% -$8.71K 0.01% 811
2022
Q4 		$50.7K Buy
797
+422
+113% +$25.9K 0.01% 757
2022
Q3 		$21K Buy
375
+278
+287% +$18.4K ﹤0.01% 885
2022
Q2 		$6K Sell
97
-5
-5% -$339 ﹤0.01% 1194
2022
Q1 		$7K Sell
102
-377
-79% -$24.1K ﹤0.01% 1132
2021
Q4 		$33K Buy
+479
New +$30.4K 0.01% 505

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

EverSource Wealth Advisors's EIX Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Edison International (EIX) stake by 7.7% in Q2 2026, selling an estimated $119K and leaving 20,087 shares worth $1.5M. The position accounts for 0.05% of the portfolio, ranked #267.

EverSource Wealth Advisors first reported a position in EIX in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.59M in Q1 2026. 1,079 funds tracked by Wall St. Rank hold EIX as of Q2 2026.

  • EverSource Wealth Advisors held 20,087 shares of Edison International worth $1.5M as of Q2 2026.
  • EverSource Wealth Advisors sold 1,674 Edison International shares in Q2 2026, an estimated $119K.
  • Edison International made up 0.05% of EverSource Wealth Advisors's portfolio in Q2 2026, its #267 holding.
  • EverSource Wealth Advisors first reported a position in Edison International in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Edison International position peaked at $1.59M in Q1 2026.
  • 1,079 funds tracked by Wall St. Rank held Edison International as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.