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Net Worth Advisory Group’s Edison International EIX Stock Holding History

Net Worth Advisory Group’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
Q3 		– Sell
-5,412
Closed -$279K – 429
2025
Q2 		$279K Sell
5,412
-1,910
-26% -$105K 0.06% 324
2025
Q1 		$431K Buy
7,322
+357
+5% +$20.5K 0.14% 179
2024
Q4 		$556K Sell
6,965
-416
-6% -$34.8K 0.17% 155
2024
Q3 		$643K Buy
+7,381
New +$599K 0.19% 137

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Net Worth Advisory Group's EIX Position: Q3 2025 in Review

Net Worth Advisory Group sold out of Edison International (EIX) in Q3 2025, closing a stake of 5,412 shares — an estimated $279K sold.

Net Worth Advisory Group first reported a position in EIX in Q3 2024 and held it in 4 quarters. The position peaked at $643K in Q3 2024. 920 funds tracked by Wall St. Rank hold EIX as of Q3 2025.

  • Net Worth Advisory Group reported no remaining Edison International position as of Q3 2025 after selling out during the quarter.
  • Net Worth Advisory Group sold 5,412 Edison International shares in Q3 2025, an estimated $279K.
  • Net Worth Advisory Group first reported a position in Edison International in Q3 2024 and held it in 4 quarters.
  • Net Worth Advisory Group's Edison International position peaked at $643K in Q3 2024.
  • 920 funds tracked by Wall St. Rank held Edison International as of Q3 2025.

Based on Net Worth Advisory Group's 13F filing for Q3 2025, filed 15 Oct 2025.