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Marcum Wealth’s Edison International EIX Stock Holding History

Marcum 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
2025
Q1 		$280K Sell
4,746
-516
-10% -$29.7K 0.02% 299
2024
Q4 		$420K Sell
5,262
-1,839
-26% -$154K 0.04% 219
2024
Q3 		$618K Buy
7,101
+294
+4% +$23.9K 0.06% 164
2024
Q2 		$489K Sell
6,807
-36
-0.5% -$2.61K 0.05% 195
2024
Q1 		$484K Sell
6,843
-874
-11% -$59.8K 0.05% 196
2023
Q4 		$552K Sell
7,717
-654
-8% -$43K 0.06% 165
2023
Q3 		$530K Buy
8,371
+244
+3% +$17K 0.06% 163
2023
Q2 		$564K Buy
8,127
+411
+5% +$28.9K 0.07% 152
2023
Q1 		$545K Buy
7,716
+187
+2% +$12.6K 0.07% 161
2022
Q4 		$479K Buy
7,529
+856
+13% +$52.5K 0.06% 173
2022
Q3 		$378K Buy
6,673
+185
+3% +$12.2K 0.06% 197
2022
Q2 		$410K Buy
6,488
+83
+1% +$5.63K 0.06% 185
2022
Q1 		$449K Buy
6,405
+669
+12% +$42.7K 0.06% 177
2021
Q4 		$391K Sell
5,736
-610
-10% -$38.7K 0.05% 203
2021
Q3 		$352K Buy
6,346
+558
+10% +$32K 0.06% 212
2021
Q2 		$335K Buy
+5,788
New +$337K 0.05% 204

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Marcum Wealth's EIX Position: Q1 2025 in Review

Marcum Wealth reduced its Edison International (EIX) stake by 9.8% in Q1 2025, selling an estimated $29.7K and leaving 4,746 shares worth $280K. The position accounts for 0.02% of the portfolio, ranked #299.

Marcum Wealth first reported a position in EIX in Q2 2021 and has held it in 16 quarters since. The position peaked at $618K in Q3 2024. 880 funds tracked by Wall St. Rank hold EIX as of Q1 2025.

  • Marcum Wealth held 4,746 shares of Edison International worth $280K as of Q1 2025.
  • Marcum Wealth sold 516 Edison International shares in Q1 2025, an estimated $29.7K.
  • Edison International made up 0.02% of Marcum Wealth's portfolio in Q1 2025, its #299 holding.
  • Marcum Wealth first reported a position in Edison International in Q2 2021 and has held it in 16 quarters since.
  • Marcum Wealth's Edison International position peaked at $618K in Q3 2024.
  • 880 funds tracked by Wall St. Rank held Edison International as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.