Gradient Investments’s Edison International EIX Stock Holding History

Gradient Investments’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	$18.7M	Sell	251,283 -1,322	-0.5%	-$94.3K	0.26%	120
2026 Q1	$18.5M	Sell	252,605 -10,451	-4%	-$705K	0.29%	106
2025 Q4	$15.8M	Buy	263,056 +237,999	+950%	+$13.7M	0.25%	118
2025 Q3	$1.39M	Sell	25,057 -2,597	-9%	-$140K	0.02%	223
2025 Q2	$1.43M	Buy	+27,654	New	+$1.52M	0.03%	210
2024 Q3	–	Sell	-2,212	Closed	-$159K	–	592
2024 Q2	$159K	Buy	2,212 +1,265	+134%	+$91.7K	﹤0.01%	343
2024 Q1	$67K	Sell	947 -23	-2%	-$1.57K	﹤0.01%	399
2023 Q4	$69.3K	Hold	970	–	–	﹤0.01%	483
2023 Q3	$61.4K	Sell	970 -492	-34%	-$34.3K	﹤0.01%	464
2023 Q2	$102K	Buy	1,462 +515	+54%	+$36.2K	﹤0.01%	404
2023 Q1	$66.8K	Hold	947	–	–	﹤0.01%	435
2022 Q4	$60.2K	Hold	947	–	–	﹤0.01%	465
2022 Q3	$54K	Hold	947	–	–	﹤0.01%	466
2022 Q2	$60K	Hold	947	–	–	﹤0.01%	440
2022 Q1	$66K	Hold	947	–	–	﹤0.01%	427
2021 Q4	$65K	Hold	947	–	–	﹤0.01%	433
2021 Q3	$53K	Sell	947 -400	-30%	-$22.9K	﹤0.01%	473
2021 Q2	$78K	Hold	1,347	–	–	﹤0.01%	408
2021 Q1	$79K	Buy	1,347 +828	+160%	+$48.6K	﹤0.01%	399
2020 Q4	$26K	Hold	519	–	–	﹤0.01%	516
2020 Q3	$26K	Buy	519 +119	+30%	+$6.33K	﹤0.01%	520
2020 Q2	$22K	Sell	400 -11	-3%	-$633	﹤0.01%	508
2020 Q1	$23K	Sell	411 -646	-61%	-$44.8K	﹤0.01%	483
2019 Q4	$80K	Buy	1,057 +400	+61%	+$28.3K	﹤0.01%	333
2019 Q3	$50K	Sell	657 -393	-37%	-$28.3K	﹤0.01%	390
2019 Q2	$71K	Buy	1,050 +650	+163%	+$40.4K	﹤0.01%	346
2019 Q1	$25K	Sell	400 -650	-62%	-$38.8K	﹤0.01%	419
2018 Q4	$60K	Sell	1,050 -989	-49%	-$61.5K	﹤0.01%	321
2018 Q3	$138K	Buy	2,039 +989	+94%	+$66.2K	0.01%	260
2018 Q2	$66K	Hold	1,050	–	–	﹤0.01%	307
2018 Q1	$67K	Sell	1,050 -4	-0.4%	-$246	﹤0.01%	307
2017 Q4	$67K	Buy	+1,054	New	+$80.4K	﹤0.01%	317
2017 Q3	–	Sell	-412	Closed	-$32K	–	361
2017 Q2	$32K	Buy	412 +12	+3%	+$961	﹤0.01%	354
2017 Q1	$32K	Hold	400	–	–	﹤0.01%	353
2016 Q4	$29K	Hold	400	–	–	﹤0.01%	318
2016 Q3	$29K	Hold	400	–	–	﹤0.01%	314
2016 Q2	$31K	Hold	400	–	–	﹤0.01%	303
2016 Q1	$29K	Hold	400	–	–	﹤0.01%	307
2015 Q4	$24K	Hold	400	–	–	﹤0.01%	309
2015 Q3	$25K	Hold	400	–	–	﹤0.01%	291
2015 Q2	$22K	Hold	400	–	–	﹤0.01%	305
2015 Q1	$25K	Hold	400	–	–	﹤0.01%	311
2014 Q4	$26K	Hold	400	–	–	﹤0.01%	287
2014 Q3	$22K	Hold	400	–	–	﹤0.01%	268
2014 Q2	$23K	Hold	400	–	–	﹤0.01%	275
2014 Q1	$23K	Buy	+400	New	+$19.9K	0.01%	269

Other funds holding EIX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Gradient Investments's EIX Position: Q2 2026 in Review

Gradient Investments reduced its Edison International (EIX) stake by 0.52% in Q2 2026, selling an estimated $94.3K and leaving 251,283 shares worth $18.7M. The position accounts for 0.26% of the portfolio, ranked #120.

Gradient Investments first reported a position in EIX in Q1 2014 and has held it in 46 quarters since. 1,069 funds tracked by Wall St. Rank hold EIX as of Q2 2026.

Gradient Investments held 251,283 shares of Edison International worth $18.7M as of Q2 2026.
Gradient Investments sold 1,322 Edison International shares in Q2 2026, an estimated $94.3K.
Edison International made up 0.26% of Gradient Investments's portfolio in Q2 2026, its #120 holding.
Gradient Investments first reported a position in Edison International in Q1 2014 and has held it in 46 quarters since.
1,069 funds tracked by Wall St. Rank held Edison International as of Q2 2026.

Based on Gradient Investments's 13F filing for Q2 2026, filed 8 Jul 2026.