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Kozak & Associates’s Edison International EIX Stock Holding History

Kozak & Associates’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
-43
Closed -$2.36K – 422
2025
Q1 		$2.44K Buy
43
+1
+2% +$57 ﹤0.01% 348
2024
Q4 		$3.35K Buy
+42
New +$3.51K ﹤0.01% 324

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Kozak & Associates's EIX Position: Q2 2025 in Review

Kozak & Associates sold out of Edison International (EIX) in Q2 2025, closing a stake of 43 shares — an estimated $2.36K sold.

Kozak & Associates first reported a position in EIX in Q4 2024 and held it in 2 quarters. The position peaked at $3.35K in Q4 2024. 870 funds tracked by Wall St. Rank hold EIX as of Q2 2025.

  • Kozak & Associates reported no remaining Edison International position as of Q2 2025 after selling out during the quarter.
  • Kozak & Associates sold 43 Edison International shares in Q2 2025, an estimated $2.36K.
  • Kozak & Associates first reported a position in Edison International in Q4 2024 and held it in 2 quarters.
  • Kozak & Associates's Edison International position peaked at $3.35K in Q4 2024.
  • 870 funds tracked by Wall St. Rank held Edison International as of Q2 2025.

Based on Kozak & Associates's 13F filing for Q2 2025, filed 10 Jul 2025.