Jackson Wealth Management’s Edison International EIX Stock Holding History

Jackson 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 Q2	–	Sell	-23,240	Closed	-$1.37M	–	163
2025 Q1	$1.37M	Buy	23,240 +1,174	+5%	+$67.5K	0.17%	81
2024 Q4	$1.76M	Buy	22,066 +518	+2%	+$43.3K	0.2%	75
2024 Q3	$1.88M	Buy	21,548 +10,681	+98%	+$868K	0.22%	76
2024 Q2	$780K	Sell	10,867 -8,367	-44%	-$606K	0.17%	85
2024 Q1	$1.36M	Buy	19,234 +4,361	+29%	+$298K	0.17%	82
2023 Q4	$1.06M	Sell	14,873 -2,500	-14%	-$164K	0.14%	85
2023 Q3	$1.1M	Buy	17,373 +2,009	+13%	+$140K	0.16%	81
2023 Q2	$1.07M	Buy	+15,364	New	+$1.08M	0.16%	78

Other funds holding EIX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Jackson Wealth Management's EIX Position: Q2 2025 in Review

Jackson Wealth Management sold out of Edison International (EIX) in Q2 2025, closing a stake of 23,240 shares — an estimated $1.37M sold.

Jackson Wealth Management first reported a position in EIX in Q2 2023 and held it in 8 quarters. The position peaked at $1.88M in Q3 2024. 870 funds tracked by Wall St. Rank hold EIX as of Q2 2025.

Jackson Wealth Management reported no remaining Edison International position as of Q2 2025 after selling out during the quarter.
Jackson Wealth Management sold 23,240 Edison International shares in Q2 2025, an estimated $1.37M.
Jackson Wealth Management first reported a position in Edison International in Q2 2023 and held it in 8 quarters.
Jackson Wealth Management's Edison International position peaked at $1.88M in Q3 2024.
870 funds tracked by Wall St. Rank held Edison International as of Q2 2025.

Based on Jackson Wealth Management's 13F filing for Q2 2025, filed 21 Jul 2025.