Mitchell & Pahl Private Wealth’s Edison International EIX Stock Holding History

Mitchell & Pahl Private 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	–	Sell	-3,122	Closed	-$249K	–	147
2024 Q4	$249K	Sell	3,122 -412	-12%	-$34.4K	0.12%	142
2024 Q3	$308K	Sell	3,534 -105	-3%	-$8.53K	0.14%	138
2024 Q2	$261K	Sell	3,639 -5	-0.1%	-$362	0.14%	137
2024 Q1	$258K	Sell	3,644 -463	-11%	-$31.7K	0.14%	136
2023 Q4	$294K	Sell	4,107 -80	-2%	-$5.26K	0.17%	134
2023 Q3	$265K	Sell	4,187 -275	-6%	-$19.2K	0.16%	139
2023 Q2	$310K	Sell	4,462 -408	-8%	-$28.7K	0.19%	136
2023 Q1	$344K	Sell	4,870 -277	-5%	-$18.7K	0.22%	132
2022 Q4	$327K	Sell	5,147 -2,664	-34%	-$163K	0.21%	134
2022 Q3	$442K	Sell	7,811 -402	-5%	-$26.6K	0.33%	102
2022 Q2	$519K	Sell	8,213 -259	-3%	-$17.6K	0.36%	94
2022 Q1	$594K	Sell	8,472 -228	-3%	-$14.6K	0.38%	90
2021 Q4	$594K	Sell	8,700 -200	-2%	-$12.7K	0.38%	88
2021 Q3	$494K	Sell	8,900 -22	-0.2%	-$1.26K	0.36%	91
2021 Q2	$516K	Sell	8,922 -8	-0.1%	-$465	0.37%	88
2021 Q1	$523K	Sell	8,930 -187	-2%	-$11K	0.41%	83
2020 Q4	$573K	Buy	+9,117	New	+$549K	0.48%	73

Other funds holding EIX

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mitchell & Pahl Private Wealth's EIX Position: Q1 2025 in Review

Mitchell & Pahl Private Wealth sold out of Edison International (EIX) in Q1 2025, closing a stake of 3,122 shares — an estimated $249K sold.

Mitchell & Pahl Private Wealth first reported a position in EIX in Q4 2020 and held it in 17 quarters. The position peaked at $594K in Q1 2022. 879 funds tracked by Wall St. Rank hold EIX as of Q1 2025.

Mitchell & Pahl Private Wealth reported no remaining Edison International position as of Q1 2025 after selling out during the quarter.
Mitchell & Pahl Private Wealth sold 3,122 Edison International shares in Q1 2025, an estimated $249K.
Mitchell & Pahl Private Wealth first reported a position in Edison International in Q4 2020 and held it in 17 quarters.
Mitchell & Pahl Private Wealth's Edison International position peaked at $594K in Q1 2022.
879 funds tracked by Wall St. Rank held Edison International as of Q1 2025.

Based on Mitchell & Pahl Private Wealth's 13F filing for Q1 2025, filed 9 Apr 2025.