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Kestra Private Wealth Services’s Edison International EIX Stock Holding History

Kestra Private Wealth Services’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
Q1 		$881K Sell
12,038
-2,535
-17% -$171K 0.01% 898
2025
Q4 		$875K Sell
14,573
-674
-4% -$38.7K 0.01% 867
2025
Q3 		$843K Buy
15,247
+1,610
+12% +$86.9K 0.01% 852
2025
Q2 		$704K Sell
13,637
-1,099
-7% -$60.2K 0.01% 888
2025
Q1 		$868K Buy
14,736
+2,643
+22% +$152K 0.01% 729
2024
Q4 		$966K Buy
12,093
+4,066
+51% +$340K 0.02% 660
2024
Q3 		$699K Sell
8,027
-2,883
-26% -$234K 0.01% 752
2024
Q2 		$783K Sell
10,910
-84
-0.8% -$6.09K 0.02% 658
2024
Q1 		$778K Sell
10,994
-6,806
-38% -$465K 0.02% 630
2023
Q4 		$1.27M Buy
17,800
+11,204
+170% +$736K 0.03% 458
2023
Q3 		$417K Buy
6,596
+887
+16% +$61.8K 0.01% 735
2023
Q2 		$396K Buy
5,709
+527
+10% +$37.1K 0.01% 723
2023
Q1 		$366K Sell
5,182
-1,256
-20% -$84.8K 0.01% 706
2022
Q4 		$410K Sell
6,438
-2,482
-28% -$152K 0.02% 574
2022
Q3 		$505K Buy
8,920
+1,879
+27% +$124K 0.03% 494
2022
Q2 		$445K Sell
7,041
-784
-10% -$53.1K 0.03% 540
2022
Q1 		$549K Sell
7,825
-2,891
-27% -$185K 0.03% 545
2021
Q4 		$731K Buy
10,716
+48
+0.4% +$3.04K 0.04% 479
2021
Q3 		$592K Buy
10,668
+207
+2% +$11.9K 0.03% 496
2021
Q2 		$605K Buy
10,461
+60
+0.6% +$3.49K 0.04% 457
2021
Q1 		$609K Buy
10,401
+404
+4% +$23.7K 0.04% 410
2020
Q4 		$616K Buy
9,997
+236
+2% +$14.2K 0.05% 387
2020
Q3 		$497K Buy
+9,761
New +$520K 0.04% 381

Other funds holding EIX

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Kestra Private Wealth Services's EIX Position: Q1 2026 in Review

Kestra Private Wealth Services reduced its Edison International (EIX) stake by 17% in Q1 2026, selling an estimated $171K and leaving 12,038 shares worth $881K. The position accounts for 0.01% of the portfolio, ranked #898.

Kestra Private Wealth Services first reported a position in EIX in Q3 2020 and has held it in 23 quarters since. The position peaked at $1.27M in Q4 2023. 1,053 funds tracked by Wall St. Rank hold EIX as of Q1 2026.

  • Kestra Private Wealth Services held 12,038 shares of Edison International worth $881K as of Q1 2026.
  • Kestra Private Wealth Services sold 2,535 Edison International shares in Q1 2026, an estimated $171K.
  • Edison International made up 0.01% of Kestra Private Wealth Services's portfolio in Q1 2026, its #898 holding.
  • Kestra Private Wealth Services first reported a position in Edison International in Q3 2020 and has held it in 23 quarters since.
  • Kestra Private Wealth Services's Edison International position peaked at $1.27M in Q4 2023.
  • 1,053 funds tracked by Wall St. Rank held Edison International as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.