KWB Wealth’s Edison International EIX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.25M Buy
16,824
+3,401
+25% +$243K 0.11% 81
2026
Q1
$806K Buy
13,423
+434
+3% +$29.3K 0.08% 80
2025
Q4
$780K Buy
12,989
+99
+0.8% +$5.68K 0.07% 82
2025
Q3
$665K Sell
12,890
-602
-4% -$32.5K 0.07% 81
2025
Q2
$795K Sell
13,492
-1,259
-9% -$69K 0.1% 83
2025
Q1
$1.18M Buy
14,751
+218
+2% +$12.5K 0.14% 70
2024
Q4
$1.27M Sell
14,533
-348
-2% -$29.1K 0.16% 58
2024
Q3
$1.07M Sell
14,881
-383
-3% -$31.1K 0.14% 58
2024
Q2
$1.08M Hold
15,264
0.15% 58
2024
Q1
$1.08M Sell
15,264
-162
-1% -$11.1K 0.15% 59
2023
Q4
$1.1M Sell
15,426
-1,892
-11% -$124K 0.16% 53
2023
Q3
$1.2M Hold
17,318
0.19% 46
2023
Q2
$1.2M Sell
17,318
-2,037
-11% -$143K 0.19% 46
2023
Q1
$1.23M Sell
19,355
-46
-0.2% -$3.11K 0.23% 43
2022
Q4
$1.23M Hold
19,401
0.23% 41
2022
Q3
$1.1M Sell
19,401
-460
-2% -$30.4K 0.22% 44
2022
Q2
$1.26M Buy
19,861
+1
+0% +$68 0.24% 43
2022
Q1
$1.35M Hold
19,860
0.23% 36
2021
Q4
$1.35M Sell
19,860
-83
-0.4% -$5.26K 0.23% 36
2021
Q3
$1.11M Sell
19,943
-62
-0.3% -$3.56K 0.2% 39
2021
Q2
$1.17M Sell
20,005
-480
-2% -$27.9K 0.22% 38
2021
Q1
$1.2M Sell
20,485
-2,404
-11% -$141K 0.23% 38
2020
Q4
$1.44M Buy
+22,889
New +$1.38M 0.3% 34

Other funds holding EIX

KWB Wealth's EIX Position: Q2 2026 in Review

KWB Wealth increased its Edison International (EIX) stake by 25% in Q2 2026, buying an estimated $243K and bringing the position to 16,824 shares worth $1.25M. The position accounts for 0.11% of the portfolio, ranked #81.

KWB Wealth first reported a position in EIX in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.44M in Q4 2020. 161 funds tracked by Wall St. Rank hold EIX as of Q2 2026.

  • KWB Wealth held 16,824 shares of Edison International worth $1.25M as of Q2 2026.
  • KWB Wealth bought 3,401 Edison International shares in Q2 2026, an estimated $243K.
  • Edison International made up 0.11% of KWB Wealth's portfolio in Q2 2026, its #81 holding.
  • KWB Wealth first reported a position in Edison International in Q4 2020 and has held it in 23 quarters since.
  • KWB Wealth's Edison International position peaked at $1.44M in Q4 2020.
  • 161 funds tracked by Wall St. Rank held Edison International as of Q2 2026.

Based on KWB Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.