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Meriwether Wealth & Planning’s Edison International EIX Stock Holding History

Meriwether Wealth & Planning’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 		– Sell
-2,999
Closed -$239K – 127
2024
Q4 		$239K Buy
+2,999
New +$251K 0.17% 100

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

Meriwether Wealth & Planning's EIX Position: Q1 2025 in Review

Meriwether Wealth & Planning sold out of Edison International (EIX) in Q1 2025, closing a stake of 2,999 shares — an estimated $239K sold.

Meriwether Wealth & Planning first reported a position in EIX in Q4 2024 and held it in 1 quarter. The position peaked at $239K in Q4 2024. 879 funds tracked by Wall St. Rank hold EIX as of Q1 2025.

  • Meriwether Wealth & Planning reported no remaining Edison International position as of Q1 2025 after selling out during the quarter.
  • Meriwether Wealth & Planning sold 2,999 Edison International shares in Q1 2025, an estimated $239K.
  • Meriwether Wealth & Planning first reported a position in Edison International in Q4 2024 and held it in 1 quarter.
  • Meriwether Wealth & Planning's Edison International position peaked at $239K in Q4 2024.
  • 879 funds tracked by Wall St. Rank held Edison International as of Q1 2025.

Based on Meriwether Wealth & Planning's 13F filing for Q1 2025, filed 21 Apr 2025.