MWM
EIX icon

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
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 $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return