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
2026 Q2	$194K	Buy	+2,604	New	+$186K	0.02%	527
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

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

Institute for Wealth Management's EIX Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Edison International (EIX) in Q2 2026: 2,604 shares worth $194K. The stake represents 0.02% of the portfolio and ranks #527 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in EIX as recently as Q4 2024.

Institute for Wealth Management first reported a position in EIX in Q1 2022 and has held it in 9 quarters since. The position peaked at $265K in Q3 2024. 1,080 funds tracked by Wall St. Rank hold EIX as of Q2 2026.

Institute for Wealth Management held 2,604 shares of Edison International worth $194K as of Q2 2026.
Edison International was a new Institute for Wealth Management position in Q2 2026.
Edison International made up 0.02% of Institute for Wealth Management's portfolio in Q2 2026, its #527 holding.
Institute for Wealth Management first reported a position in Edison International in Q1 2022 and has held it in 9 quarters since.
Institute for Wealth Management's Edison International position peaked at $265K in Q3 2024.
1,080 funds tracked by Wall St. Rank held Edison International as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.