Meriwether Wealth & Planning
EIX icon

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
2026
Q3 		$127K Buy
+2,359
New +$160K 0.06% 155
2025
Q1 		– Sell
-2,999
Closed -$239K – 127
2024
Q4 		$239K Buy
+2,999
New +$251K 0.17% 100

Other funds holding EIX

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Meriwether Wealth & Planning's EIX Position: Q3 2026 in Review

Meriwether Wealth & Planning opened a new position in Edison International (EIX) in Q3 2026: 2,359 shares worth $127K. The stake represents 0.06% of the portfolio and ranks #155 among its holdings. This is a return to the name: Meriwether Wealth & Planning previously reported a position in EIX as recently as Q4 2024.

Meriwether Wealth & Planning first reported a position in EIX in Q4 2024 and has held it in 2 quarters since. The position peaked at $239K in Q4 2024. 218 funds tracked by Wall St. Rank hold EIX as of Q3 2026.

  • Meriwether Wealth & Planning held 2,359 shares of Edison International worth $127K as of Q3 2026.
  • Edison International was a new Meriwether Wealth & Planning position in Q3 2026.
  • Edison International made up 0.06% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #155 holding.
  • Meriwether Wealth & Planning first reported a position in Edison International in Q4 2024 and has held it in 2 quarters since.
  • Meriwether Wealth & Planning's Edison International position peaked at $239K in Q4 2024.
  • 218 funds tracked by Wall St. Rank held Edison International as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.