Meritage Portfolio Management’s Edison International EIX Stock Holding History

Meritage Portfolio Management’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 Q4	$250K	Sell	4,164 -155	-4%	-$8.89K	0.02%	286
2025 Q3	$239K	Sell	4,319 -33	-0.8%	-$1.78K	0.02%	300
2025 Q2	$225K	Buy	4,352 +44	+1%	+$2.41K	0.01%	308
2025 Q1	$254K	Buy	4,308 +1,561	+57%	+$89.7K	0.02%	298
2024 Q4	$219K	Hold	2,747	–	–	0.01%	310
2024 Q3	$239K	Buy	+2,747	New	+$223K	0.01%	315
2018 Q2	–	Sell	-38,425	Closed	-$2.45M	–	212
2018 Q1	$2.45M	Buy	+38,425	New	+$2.37M	0.24%	151

Other funds holding EIX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Meritage Portfolio Management's EIX Position: Q4 2025 in Review

Meritage Portfolio Management reduced its Edison International (EIX) stake by 3.6% in Q4 2025, selling an estimated $8.89K and leaving 4,164 shares worth $250K. The position accounts for 0.02% of the portfolio, ranked #286.

Meritage Portfolio Management first reported a position in EIX in Q1 2018 and has held it in 7 quarters since. The position peaked at $2.45M in Q1 2018. 983 funds tracked by Wall St. Rank hold EIX as of Q4 2025.

Meritage Portfolio Management held 4,164 shares of Edison International worth $250K as of Q4 2025.
Meritage Portfolio Management sold 155 Edison International shares in Q4 2025, an estimated $8.89K.
Edison International made up 0.02% of Meritage Portfolio Management's portfolio in Q4 2025, its #286 holding.
Meritage Portfolio Management first reported a position in Edison International in Q1 2018 and has held it in 7 quarters since.
Meritage Portfolio Management's Edison International position peaked at $2.45M in Q1 2018.
983 funds tracked by Wall St. Rank held Edison International as of Q4 2025.

Based on Meritage Portfolio Management's 13F filing for Q4 2025, filed 27 Jan 2026.