Mather Group’s Edison International EIX Stock Holding History

Mather Group’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	$240K	Sell	4,466 -496	-10%	-$33.6K	﹤0.01%	742
2026 Q2	$369K	Buy	4,962 +76	+2%	+$5.42K	﹤0.01%	610
2026 Q1	$358K	Buy	4,886 +59	+1%	+$3.98K	﹤0.01%	571
2025 Q4	$290K	Buy	4,827 +1,504	+45%	+$86.3K	﹤0.01%	529
2025 Q3	$184K	Buy	+3,323	New	+$179K	﹤0.01%	646
2025 Q2	–	Sell	-3,542	Closed	-$209K	–	928
2025 Q1	$209K	Buy	3,542 +2,848	+410%	+$164K	﹤0.01%	580
2024 Q4	$55.4K	Buy	694 +49	+8%	+$4.1K	﹤0.01%	854
2024 Q3	$56.2K	Buy	645 +33	+5%	+$2.68K	﹤0.01%	857
2024 Q2	$43.3K	Sell	612 -112	-15%	-$8.12K	﹤0.01%	1037
2024 Q1	$51.8K	Buy	+724	New	+$49.5K	﹤0.01%	864

Other funds holding EIX

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Kepler Cheuvreux Nyon $1.65B AUM 36.86% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Mather Group's EIX Position: Q3 2026 in Review

Mather Group reduced its Edison International (EIX) stake by 10% in Q3 2026, selling an estimated $33.6K and leaving 4,466 shares worth $240K. The position accounts for ﹤0.01% of the portfolio, ranked #742.

Mather Group first reported a position in EIX in Q1 2024 and has held it in 10 quarters since. The position peaked at $369K in Q2 2026. 155 funds tracked by Wall St. Rank hold EIX as of Q3 2026.

Mather Group held 4,466 shares of Edison International worth $240K as of Q3 2026.
Mather Group sold 496 Edison International shares in Q3 2026, an estimated $33.6K.
Edison International made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #742 holding.
Mather Group first reported a position in Edison International in Q1 2024 and has held it in 10 quarters since.
Mather Group's Edison International position peaked at $369K in Q2 2026.
155 funds tracked by Wall St. Rank held Edison International as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.