LVW Advisors
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LVW Advisors’s Edison International EIX Stock Holding History

LVW Advisors’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 		– Sell
-3,318
Closed -$247K – 482
2026
Q2 		$247K Sell
3,318
-175
-5% -$12.5K 0.02% 393
2026
Q1 		$256K Sell
3,493
-731
-17% -$49.3K 0.02% 363
2025
Q4 		$254K Buy
4,224
+186
+5% +$10.7K 0.03% 301
2025
Q3 		$223K Buy
+4,038
New +$218K 0.02% 323
2025
Q1 		– Sell
-5,767
Closed -$460K – 303
2024
Q4 		$460K Buy
5,767
+61
+1% +$5.1K 0.06% 203
2024
Q3 		$497K Buy
5,706
+839
+17% +$68.1K 0.06% 187
2024
Q2 		$350K Buy
4,867
+11
+0.2% +$797 0.05% 210
2024
Q1 		$343K Buy
+4,856
New +$332K 0.06% 212
2023
Q2 		– Sell
-3,544
Closed -$250K – 211
2023
Q1 		$250K Sell
3,544
-6
-0.2% -$405 0.05% 204
2022
Q4 		$226K Hold
3,550
– – 0.05% 210
2022
Q3 		$201K Hold
3,550
– – 0.04% 210
2022
Q2 		$225K Hold
3,550
– – 0.05% 213
2022
Q1 		$249K Sell
3,550
-1
-0% -$64 0.04% 213
2021
Q4 		$242K Buy
+3,551
New +$225K 0.04% 219

Other funds holding EIX

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LVW Advisors's EIX Position: Q3 2026 in Review

LVW Advisors sold out of Edison International (EIX) in Q3 2026, closing a stake of 3,318 shares — an estimated $247K sold.

LVW Advisors first reported a position in EIX in Q4 2021 and held it in 14 quarters. The position peaked at $497K in Q3 2024. 729 funds tracked by Wall St. Rank hold EIX as of Q3 2026.

  • LVW Advisors reported no remaining Edison International position as of Q3 2026 after selling out during the quarter.
  • LVW Advisors sold 3,318 Edison International shares in Q3 2026, an estimated $247K.
  • LVW Advisors first reported a position in Edison International in Q4 2021 and held it in 14 quarters.
  • LVW Advisors's Edison International position peaked at $497K in Q3 2024.
  • 729 funds tracked by Wall St. Rank held Edison International as of Q3 2026.

Based on LVW Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.