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Jamison Private Wealth Management’s Edison International EIX Stock Holding History

Jamison Private 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
-6,887
Closed -$550K – 197
2024
Q4 		$550K Buy
6,887
+174
+3% +$14.5K 0.08% 141
2024
Q3 		$585K Buy
6,713
+907
+16% +$73.7K 0.09% 133
2024
Q2 		$417K Buy
5,806
+366
+7% +$26.5K 0.07% 140
2024
Q1 		$385K Sell
5,440
-1,292
-19% -$88.3K 0.07% 143
2023
Q4 		$481K Buy
6,732
+501
+8% +$32.9K 0.09% 133
2023
Q3 		$394K Buy
+6,231
New +$434K 0.08% 137

Other funds holding EIX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jamison Private Wealth Management's EIX Position: Q1 2025 in Review

Jamison Private Wealth Management sold out of Edison International (EIX) in Q1 2025, closing a stake of 6,887 shares — an estimated $550K sold.

Jamison Private Wealth Management first reported a position in EIX in Q3 2023 and held it in 6 quarters. The position peaked at $585K in Q3 2024. 879 funds tracked by Wall St. Rank hold EIX as of Q1 2025.

  • Jamison Private Wealth Management reported no remaining Edison International position as of Q1 2025 after selling out during the quarter.
  • Jamison Private Wealth Management sold 6,887 Edison International shares in Q1 2025, an estimated $550K.
  • Jamison Private Wealth Management first reported a position in Edison International in Q3 2023 and held it in 6 quarters.
  • Jamison Private Wealth Management's Edison International position peaked at $585K in Q3 2024.
  • 879 funds tracked by Wall St. Rank held Edison International as of Q1 2025.

Based on Jamison Private Wealth Management's 13F filing for Q1 2025, filed 22 Apr 2025.