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FORM Wealth Advisors’s Edison International EIX Stock Holding History

FORM 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
2025
Q2 		– Sell
-3,534
Closed -$208K – 65
2025
Q1 		$208K Buy
+3,534
New +$203K 0.03% 60

Other funds holding EIX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

FORM Wealth Advisors's EIX Position: Q2 2025 in Review

FORM Wealth Advisors sold out of Edison International (EIX) in Q2 2025, closing a stake of 3,534 shares — an estimated $208K sold.

FORM Wealth Advisors first reported a position in EIX in Q1 2025 and held it in 1 quarter. The position peaked at $208K in Q1 2025. 870 funds tracked by Wall St. Rank hold EIX as of Q2 2025.

  • FORM Wealth Advisors reported no remaining Edison International position as of Q2 2025 after selling out during the quarter.
  • FORM Wealth Advisors sold 3,534 Edison International shares in Q2 2025, an estimated $208K.
  • FORM Wealth Advisors first reported a position in Edison International in Q1 2025 and held it in 1 quarter.
  • FORM Wealth Advisors's Edison International position peaked at $208K in Q1 2025.
  • 870 funds tracked by Wall St. Rank held Edison International as of Q2 2025.

Based on FORM Wealth Advisors's 13F filing for Q2 2025, filed 16 Jul 2025.