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Exencial Wealth Advisors’s Edison International EIX Stock Holding History

Exencial 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 		$539K Sell
7,369
-190
-3% -$12.8K 0.02% 384
2025
Q4 		$454K Buy
7,559
+3,119
+70% +$179K 0.01% 411
2025
Q3 		$245K Buy
+4,440
New +$240K 0.01% 482

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Exencial Wealth Advisors reduced its Edison International (EIX) stake by 2.5% in Q1 2026, selling an estimated $12.8K and leaving 7,369 shares worth $539K. The position accounts for 0.02% of the portfolio, ranked #384.

Exencial Wealth Advisors first reported a position in EIX in Q3 2025 and has held it in 3 quarters since. 1,058 funds tracked by Wall St. Rank hold EIX as of Q1 2026.

  • Exencial Wealth Advisors held 7,369 shares of Edison International worth $539K as of Q1 2026.
  • Exencial Wealth Advisors sold 190 Edison International shares in Q1 2026, an estimated $12.8K.
  • Edison International made up 0.02% of Exencial Wealth Advisors's portfolio in Q1 2026, its #384 holding.
  • Exencial Wealth Advisors first reported a position in Edison International in Q3 2025 and has held it in 3 quarters since.
  • 1,058 funds tracked by Wall St. Rank held Edison International as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.