HB Wealth Management’s Edison International EIX Stock Holding History

HB Wealth Management’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	$1.81M	Sell	24,334 -181	-0.7%	-$12.9K	0.01%	510
2026 Q1	$1.79M	Buy	24,515 +7,164	+41%	+$483K	0.01%	461
2025 Q4	$1.04M	Buy	17,351 +6,435	+59%	+$369K	0.01%	609
2025 Q3	$603K	Buy	+10,916	New	+$589K	﹤0.01%	784
2025 Q2	–	Sell	-4,514	Closed	-$266K	–	1199
2025 Q1	$266K	Sell	4,514 -676	-13%	-$38.9K	﹤0.01%	1014
2024 Q4	$414K	Buy	5,190 +443	+9%	+$37K	﹤0.01%	686
2024 Q3	$413K	Buy	4,747 +517	+12%	+$42K	﹤0.01%	651
2024 Q2	$304K	Buy	+4,230	New	+$307K	﹤0.01%	706
2023 Q4	–	Sell	-3,760	Closed	-$238K	–	799
2023 Q3	$238K	Buy	3,760 +795	+27%	+$55.4K	﹤0.01%	645
2023 Q2	$206K	Buy	2,965 +45	+2%	+$3.17K	﹤0.01%	673
2023 Q1	$206K	Buy	+2,920	New	+$197K	﹤0.01%	668

Other funds holding EIX

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

HB Wealth Management's EIX Position: Q2 2026 in Review

HB Wealth Management reduced its Edison International (EIX) stake by 0.74% in Q2 2026, selling an estimated $12.9K and leaving 24,334 shares worth $1.81M. The position accounts for 0.01% of the portfolio, ranked #510.

HB Wealth Management first reported a position in EIX in Q1 2023 and has held it in 11 quarters since. 1,080 funds tracked by Wall St. Rank hold EIX as of Q2 2026.

HB Wealth Management held 24,334 shares of Edison International worth $1.81M as of Q2 2026.
HB Wealth Management sold 181 Edison International shares in Q2 2026, an estimated $12.9K.
Edison International made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #510 holding.
HB Wealth Management first reported a position in Edison International in Q1 2023 and has held it in 11 quarters since.
1,080 funds tracked by Wall St. Rank held Edison International as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.