PWMAI
EIX icon

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Edison International EIX Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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
2024
Q2 		– Sell
-200
Closed -$14.1K – 368
2024
Q1 		$14.1K Buy
+200
New +$13.7K 0.01% 260

Other funds holding EIX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s EIX Position: Q2 2024 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of Edison International (EIX) in Q2 2024, closing a stake of 200 shares — an estimated $14.1K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in EIX in Q1 2024 and held it in 1 quarter. The position peaked at $14.1K in Q1 2024. 811 funds tracked by Wall St. Rank hold EIX as of Q2 2024.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining Edison International position as of Q2 2024 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 200 Edison International shares in Q2 2024, an estimated $14.1K.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Edison International in Q1 2024 and held it in 1 quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Edison International position peaked at $14.1K in Q1 2024.
  • 811 funds tracked by Wall St. Rank held Edison International as of Q2 2024.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2024, filed 7 Aug 2026.