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Mowery & Schoenfeld Wealth Management’s Edison International EIX Stock Holding History

Mowery & Schoenfeld 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 		$30K Hold
403
– – 0.04% 166
2026
Q1 		$29.5K Sell
403
-50
-11% -$3.37K 0.05% 156
2025
Q4 		$27.2K Buy
453
+50
+12% +$2.87K 0.04% 176
2025
Q3 		$22.3K Hold
403
– – 0.04% 170
2025
Q2 		$20.8K Hold
403
– – 0.03% 170
2025
Q1 		$23.7K Sell
403
-316
-44% -$18.2K 0.05% 193
2024
Q4 		$57.4K Buy
719
+69
+11% +$5.77K 0.11% 105
2024
Q3 		$56.6K Hold
650
– – 0.09% 93
2024
Q2 		$46.6K Buy
650
+247
+61% +$17.9K 0.07% 101
2024
Q1 		$28.5K Buy
+403
New +$27.6K 0.05% 99

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's EIX Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management held its Edison International (EIX) position steady in Q2 2026 at 403 shares worth $30K. The position accounts for 0.04% of the portfolio, ranked #166.

Mowery & Schoenfeld Wealth Management first reported a position in EIX in Q1 2024 and has held it in 10 quarters since. The position peaked at $57.4K in Q4 2024. 649 funds tracked by Wall St. Rank hold EIX as of Q2 2026.

  • Mowery & Schoenfeld Wealth Management held 403 shares of Edison International worth $30K as of Q2 2026.
  • Mowery & Schoenfeld Wealth Management left its Edison International share count unchanged in Q2 2026.
  • Edison International made up 0.04% of Mowery & Schoenfeld Wealth Management's portfolio in Q2 2026, its #166 holding.
  • Mowery & Schoenfeld Wealth Management first reported a position in Edison International in Q1 2024 and has held it in 10 quarters since.
  • Mowery & Schoenfeld Wealth Management's Edison International position peaked at $57.4K in Q4 2024.
  • 649 funds tracked by Wall St. Rank held Edison International as of Q2 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.