Mount Yale Investment Advisors’s Edison International EIX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$636K Buy
+8,688
New +$586K 0.01% 640
2025
Q4
Sell
-7,923
Closed -$438K 744
2025
Q3
$438K Buy
7,923
+779
+11% +$42K 0.03% 443
2025
Q2
$369K Buy
7,144
+114
+2% +$6.25K 0.03% 411
2025
Q1
$414K Sell
7,030
-38
-0.5% -$2.18K 0.04% 367
2024
Q4
$564K Hold
7,068
0.05% 323
2024
Q3
$616K Sell
7,068
-3,105
-31% -$252K 0.06% 297
2024
Q2
$731K Sell
10,173
-314
-3% -$22.8K 0.06% 266
2024
Q1
$742K Buy
10,487
+387
+4% +$26.5K 0.06% 286
2023
Q4
$722K Buy
10,100
+90
+0.9% +$5.91K 0.07% 258
2023
Q3
$634K Hold
10,010
0.07% 267
2023
Q2
$695K Hold
10,010
0.07% 261
2023
Q1
$707K Hold
10,010
0.08% 246
2022
Q4
$637K Hold
10,010
0.07% 254
2022
Q3
$566K Hold
10,010
0.08% 257
2022
Q2
$633K Sell
10,010
-2,000
-17% -$136K 0.08% 247
2022
Q1
$842K Hold
12,010
0.09% 221
2021
Q4
$820K Hold
12,010
0.09% 233
2021
Q3
$666K Buy
+12,010
New +$689K 0.08% 235
2020
Q4
Sell
-4,207
Closed -$214K 403
2020
Q3
$214K Buy
4,207
+282
+7% +$15K 0.03% 326
2020
Q2
$213K Buy
+3,925
New +$226K 0.04% 298
2020
Q1
Sell
-3,043
Closed -$233K 306
2019
Q4
$233K Buy
+3,043
New +$215K 0.04% 298
2018
Q4
Sell
-1,583
Closed -$110K 447
2018
Q3
$110K Buy
1,583
+2
+0.1% +$134 0.02% 411
2018
Q2
$100K Buy
1,581
+21
+1% +$1.31K 0.02% 461
2018
Q1
$99K Buy
+1,560
New +$96.1K 0.02% 456

Other funds holding EIX

Mount Yale Investment Advisors's EIX Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in Edison International (EIX) in Q1 2026: 8,688 shares worth $636K. The stake represents 0.01% of the portfolio and ranks #640 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in EIX as recently as Q3 2025.

Mount Yale Investment Advisors first reported a position in EIX in Q1 2018 and has held it in 24 quarters since. The position peaked at $842K in Q1 2022. 1,056 funds tracked by Wall St. Rank hold EIX as of Q1 2026.

  • Mount Yale Investment Advisors held 8,688 shares of Edison International worth $636K as of Q1 2026.
  • Edison International was a new Mount Yale Investment Advisors position in Q1 2026.
  • Edison International made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #640 holding.
  • Mount Yale Investment Advisors first reported a position in Edison International in Q1 2018 and has held it in 24 quarters since.
  • Mount Yale Investment Advisors's Edison International position peaked at $842K in Q1 2022.
  • 1,056 funds tracked by Wall St. Rank held Edison International as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.