NorthRock Partners’s Edison International EIX Stock Holding History

NorthRock Partners’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 Q4	–	Sell	-13,995	Closed	-$774K	–	715
2025 Q3	$774K	Buy	13,995 +9,410	+205%	+$508K	0.01%	406
2025 Q2	$237K	Buy	4,585 +1,026	+29%	+$56.2K	0.01%	597
2025 Q1	$210K	Sell	3,559 -189	-5%	-$10.9K	0.01%	558
2024 Q4	$299K	Buy	3,748 +34	+0.9%	+$2.84K	0.01%	473
2024 Q3	$323K	Buy	3,714 +351	+10%	+$28.5K	0.01%	471
2024 Q2	$241K	Buy	3,363 +234	+7%	+$17K	0.01%	525
2024 Q1	$224K	Buy	+3,129	New	+$214K	0.01%	556

Other funds holding EIX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

NorthRock Partners's EIX Position: Q4 2025 in Review

NorthRock Partners sold out of Edison International (EIX) in Q4 2025, closing a stake of 13,995 shares — an estimated $774K sold.

NorthRock Partners first reported a position in EIX in Q1 2024 and held it in 7 quarters. The position peaked at $774K in Q3 2025. 984 funds tracked by Wall St. Rank hold EIX as of Q4 2025.

NorthRock Partners reported no remaining Edison International position as of Q4 2025 after selling out during the quarter.
NorthRock Partners sold 13,995 Edison International shares in Q4 2025, an estimated $774K.
NorthRock Partners first reported a position in Edison International in Q1 2024 and held it in 7 quarters.
NorthRock Partners's Edison International position peaked at $774K in Q3 2025.
984 funds tracked by Wall St. Rank held Edison International as of Q4 2025.

Based on NorthRock Partners's 13F filing for Q4 2025, filed 17 Feb 2026.