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Modern Wealth Management’s Edison International EIX Stock Holding History

Modern Wealth 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
2026
Q2 		$461K Buy
6,187
+2
+0% +$143 0.01% 738
2026
Q1 		$455K Buy
6,185
+276
+5% +$18.6K 0.01% 600
2025
Q4 		$355K Buy
5,909
+140
+2% +$8.03K 0.01% 633
2025
Q3 		$319K Buy
5,769
+114
+2% +$6.15K 0.01% 624
2025
Q2 		$292K Sell
5,655
-8
-0.1% -$439 0.01% 615
2025
Q1 		$334K Buy
5,663
+697
+14% +$40.1K 0.01% 496
2024
Q4 		$396K Sell
4,966
-412
-8% -$34.4K 0.01% 400
2024
Q3 		$468K Buy
5,378
+5
+0.1% +$406 0.03% 263
2024
Q2 		$386K Sell
5,373
-65
-1% -$4.71K 0.03% 264
2024
Q1 		$385K Buy
5,438
+1,795
+49% +$123K 0.04% 205
2023
Q4 		$260K Buy
+3,643
New +$239K 0.03% 161

Other funds holding EIX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Modern Wealth Management's EIX Position: Q2 2026 in Review

Modern Wealth Management increased its Edison International (EIX) stake by 0.03% in Q2 2026, buying an estimated $143 and bringing the position to 6,187 shares worth $461K. The position accounts for 0.01% of the portfolio, ranked #738.

Modern Wealth Management first reported a position in EIX in Q4 2023 and has held it in 11 quarters since. The position peaked at $468K in Q3 2024. 1,076 funds tracked by Wall St. Rank hold EIX as of Q2 2026.

  • Modern Wealth Management held 6,187 shares of Edison International worth $461K as of Q2 2026.
  • Modern Wealth Management bought 2 Edison International shares in Q2 2026, an estimated $143.
  • Edison International made up 0.01% of Modern Wealth Management's portfolio in Q2 2026, its #738 holding.
  • Modern Wealth Management first reported a position in Edison International in Q4 2023 and has held it in 11 quarters since.
  • Modern Wealth Management's Edison International position peaked at $468K in Q3 2024.
  • 1,076 funds tracked by Wall St. Rank held Edison International as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.