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Institute for Wealth Management’s Edison International EIX Stock Holding History

Institute for 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
2025
Q1 		– Sell
-3,045
Closed -$243K – 531
2024
Q4 		$243K Hold
3,045
– – 0.03% 448
2024
Q3 		$265K Hold
3,045
– – 0.03% 450
2024
Q2 		$219K Hold
3,045
– – 0.03% 457
2024
Q1 		$215K Buy
3,045
+136
+5% +$9.3K 0.03% 470
2023
Q4 		$208K Buy
+2,909
New +$191K 0.03% 456
2023
Q3 		– Sell
-2,923
Closed -$203K – 463
2023
Q2 		$203K Hold
2,923
– – 0.03% 440
2023
Q1 		$206K Buy
+2,923
New +$197K 0.04% 428
2022
Q2 		– Sell
-2,923
Closed -$205K – 540
2022
Q1 		$205K Buy
+2,923
New +$187K 0.03% 510

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Institute for Wealth Management's EIX Position: Q1 2025 in Review

Institute for Wealth Management sold out of Edison International (EIX) in Q1 2025, closing a stake of 3,045 shares — an estimated $243K sold.

Institute for Wealth Management first reported a position in EIX in Q1 2022 and held it in 8 quarters. The position peaked at $265K in Q3 2024. 879 funds tracked by Wall St. Rank hold EIX as of Q1 2025.

  • Institute for Wealth Management reported no remaining Edison International position as of Q1 2025 after selling out during the quarter.
  • Institute for Wealth Management sold 3,045 Edison International shares in Q1 2025, an estimated $243K.
  • Institute for Wealth Management first reported a position in Edison International in Q1 2022 and held it in 8 quarters.
  • Institute for Wealth Management's Edison International position peaked at $265K in Q3 2024.
  • 879 funds tracked by Wall St. Rank held Edison International as of Q1 2025.

Based on Institute for Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.