KWB Wealth
EIX icon

KWB Wealth’s Edison International EIX Stock Holding History

KWB Wealth’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
Q3 		$911K Buy
16,961
+137
+0.8% +$9.28K 0.08% 92
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 		$1.36M Hold
19,860
– – 0.23% 36
2021
Q4 		$1.36M 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

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Kepler Cheuvreux
Kepler Cheuvreux Nyon $1.65B AUM 36.86% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
KWMG LLC
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

KWB Wealth's EIX Position: Q3 2026 in Review

KWB Wealth increased its Edison International (EIX) stake by 0.81% in Q3 2026, buying an estimated $9.28K and bringing the position to 16,961 shares worth $911K. The position accounts for 0.08% of the portfolio, ranked #92.

KWB Wealth first reported a position in EIX in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.44M in Q4 2020. 170 funds tracked by Wall St. Rank hold EIX as of Q3 2026.

  • KWB Wealth held 16,961 shares of Edison International worth $911K as of Q3 2026.
  • KWB Wealth bought 137 Edison International shares in Q3 2026, an estimated $9.28K.
  • Edison International made up 0.08% of KWB Wealth's portfolio in Q3 2026, its #92 holding.
  • KWB Wealth first reported a position in Edison International in Q4 2020 and has held it in 24 quarters since.
  • KWB Wealth's Edison International position peaked at $1.44M in Q4 2020.
  • 170 funds tracked by Wall St. Rank held Edison International as of Q3 2026.

Based on KWB Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.