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
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 $5.72T 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 $871B 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

EverSource Wealth Advisors's EIX Position: Q1 2026 in Review

EverSource Wealth Advisors increased its Edison International (EIX) stake by 12% in Q1 2026, buying an estimated $152K and bringing the position to 21,761 shares worth $1.59M. The position accounts for 0.05% of the portfolio, ranked #264.

EverSource Wealth Advisors first reported a position in EIX in Q4 2021 and has held it in 18 quarters since. 1,053 funds tracked by Wall St. Rank hold EIX as of Q1 2026.

  • EverSource Wealth Advisors held 21,761 shares of Edison International worth $1.59M as of Q1 2026.
  • EverSource Wealth Advisors bought 2,259 Edison International shares in Q1 2026, an estimated $152K.
  • Edison International made up 0.05% of EverSource Wealth Advisors's portfolio in Q1 2026, its #264 holding.
  • EverSource Wealth Advisors first reported a position in Edison International in Q4 2021 and has held it in 18 quarters since.
  • 1,053 funds tracked by Wall St. Rank held Edison International as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.