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Morningstar Investment Services’s Edison International EIX Stock Holding History

Morningstar Investment Services’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 		$1.05M Sell
17,901
-22,448
-56% -$1.29M 0.19% 96
2024
Q4 		$3.22M Sell
40,349
-563,218
-93% -$47.1M 0.29% 82
2024
Q3 		$52.4M Sell
603,567
-6,990
-1% -$568K 0.53% 54
2024
Q2 		$44M Sell
610,557
-11,160
-2% -$809K 0.48% 58
2024
Q1 		$43.1M Sell
621,717
-725,947
-54% -$49.6M 0.47% 59
2023
Q4 		$96.5M Buy
1,347,664
+667,273
+98% +$43.8M 0.54% 49
2023
Q3 		$43.3M Sell
680,391
-9,123
-1% -$636K 0.55% 45
2023
Q2 		$47.3M Sell
689,514
-7,240
-1% -$509K 0.61% 46
2023
Q1 		$48.7M Buy
696,754
+18,117
+3% +$1.22M 0.65% 45
2022
Q4 		$44.8M Buy
678,637
+847
+0.1% +$52K 0.61% 47
2022
Q3 		$39.6M Buy
677,790
+27,554
+4% +$1.82M 0.56% 48
2022
Q2 		$40.8M Buy
650,236
+43,007
+7% +$2.91M 0.55% 47
2022
Q1 		$42.2M Buy
607,229
+21,860
+4% +$1.4M 0.47% 55
2021
Q4 		$39.9M Buy
585,369
+42,548
+8% +$2.7M 0.44% 57
2021
Q3 		$30.7M Buy
542,821
+41,506
+8% +$2.38M 0.36% 71
2021
Q2 		$28.8M Buy
+501,315
New +$29.2M 0.35% 78

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

Morningstar Investment Services's EIX Position: Q1 2025 in Review

Morningstar Investment Services reduced its Edison International (EIX) stake by 56% in Q1 2025, selling an estimated $1.29M and leaving 17,901 shares worth $1.05M. The position accounts for 0.19% of the portfolio, ranked #96.

Morningstar Investment Services first reported a position in EIX in Q2 2021 and has held it in 16 quarters since. The position peaked at $96.5M in Q4 2023. 880 funds tracked by Wall St. Rank hold EIX as of Q1 2025.

  • Morningstar Investment Services held 17,901 shares of Edison International worth $1.05M as of Q1 2025.
  • Morningstar Investment Services sold 22,448 Edison International shares in Q1 2025, an estimated $1.29M.
  • Edison International made up 0.19% of Morningstar Investment Services's portfolio in Q1 2025, its #96 holding.
  • Morningstar Investment Services first reported a position in Edison International in Q2 2021 and has held it in 16 quarters since.
  • Morningstar Investment Services's Edison International position peaked at $96.5M in Q4 2023.
  • 880 funds tracked by Wall St. Rank held Edison International as of Q1 2025.

Based on Morningstar Investment Services's 13F filing for Q1 2025, filed 5 May 2025.