Northwest & Ethical Investments’s Edison International EIX Stock Holding History

Northwest & Ethical Investments’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	–	Sell	-85,373	Closed	-$6.82M	–	488
2024 Q4	$6.82M	Sell	85,373 -35,873	-30%	-$3M	0.19%	160
2024 Q3	$10.6M	Sell	121,246 -46,291	-28%	-$3.76M	0.28%	117
2024 Q2	$12M	Hold	167,537	–	–	0.35%	95
2024 Q1	$11.8M	Buy	167,537 +27,507	+20%	+$1.88M	0.34%	99
2023 Q4	$10M	Buy	140,030 +35,548	+34%	+$2.34M	0.31%	111
2023 Q3	$6.61M	Buy	104,482 +49,780	+91%	+$3.47M	0.22%	140
2023 Q2	$3.8M	Buy	54,702 +25,411	+87%	+$1.79M	0.12%	201
2023 Q1	$2.07M	Sell	29,291 -58,173	-67%	-$3.93M	0.07%	254
2022 Q4	$5.56M	Sell	87,464 -6,984	-7%	-$429K	0.19%	158
2022 Q3	$5.34M	Hold	94,448	–	–	0.21%	142
2022 Q2	$5.97M	Buy	94,448 +3,368	+4%	+$228K	0.22%	130
2022 Q1	$6.38M	Buy	+91,080	New	+$5.82M	0.2%	135

Other funds holding EIX

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwest & Ethical Investments's EIX Position: Q1 2025 in Review

Northwest & Ethical Investments sold out of Edison International (EIX) in Q1 2025, closing a stake of 85,373 shares — an estimated $6.82M sold.

Northwest & Ethical Investments first reported a position in EIX in Q1 2022 and held it in 12 quarters. The position peaked at $12M in Q2 2024. 879 funds tracked by Wall St. Rank hold EIX as of Q1 2025.

Northwest & Ethical Investments reported no remaining Edison International position as of Q1 2025 after selling out during the quarter.
Northwest & Ethical Investments sold 85,373 Edison International shares in Q1 2025, an estimated $6.82M.
Northwest & Ethical Investments first reported a position in Edison International in Q1 2022 and held it in 12 quarters.
Northwest & Ethical Investments's Edison International position peaked at $12M in Q2 2024.
879 funds tracked by Wall St. Rank held Edison International as of Q1 2025.

Based on Northwest & Ethical Investments's 13F filing for Q1 2025, filed 13 May 2025.