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EIX icon

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
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
– – 0.05% 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

BlackRock
BlackRock New York $5.7T 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 $761B 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